Liability limits
Show bodily injury and property damage protection in a consistent format.
Personal auto workflow
Auto Insurance Proposal Software for Independent Agents
Auto clients often receive several quote PDFs that organize the same coverage in different ways. A useful proposal brings the decision into one view: price, liability protection, physical-damage deductibles, optional coverage, and the producer’s recommendation.
Super customizable, like editing a document.Rewrite the recommendation, move sections, change the design, and match your agency’s exact format—instead of fighting a rigid proposal builder.
Bring one difficult quote. See the comparison and proposal before the call ends.
Drag and drop the carrier quotes
Auto_Option_A.pdf
PDFAuto_Option_B.pdf
PDFDriver_Schedule.pdf
PDF2×more likely to closewith a CopyCat proposal
Used by agencies nationwideCommercial, personal lines, benefits, and specialty teams.
Used By Independent Agencies Nationwide
Actual quotes from brokers
The proposal changes the conversation.
“Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.”
“I used to spend hours on a single low-premium account. Now I can finish five in ten minutes and send them to clients the same day.”
“Coverage comparison made the sale easier. Sending a branded report comparing the renewal beat hopping on the phone every time.”
What to compare in an auto proposal
UM and UIM coverage
Keep uninsured and underinsured motorist options visible beside liability.
Physical damage
Compare comprehensive and collision deductibles by vehicle.
Optional protection
Surface rental reimbursement, roadside assistance, gap coverage, and endorsements.
Drivers and vehicles
Confirm that the quoted household, operators, and autos line up across options.
Premium and discounts
Present term premium, payment details, and available package discounts with context.
A proposal starts where the rater stops
Comparative raters help an agent obtain prices. The returned carrier documents still need to become a client conversation. CopyCat reads that output, normalizes the coverage, and builds the branded proposal without asking the team to key every limit and deductible again.
The producer can then explain why an option fits instead of walking the client through several carrier layouts.
Compare protection, not only premium
A lower auto premium can reflect different liability limits, deductibles, endorsements, drivers, or vehicle coverage. CopyCat keeps those differences beside the price and links the extracted values to their source pages for review.
Turn auto into a complete household review
- Combine auto with homeowners, renters, condominium, or umbrella quotes.
- Call out package discounts without hiding coverage tradeoffs.
- Add an editable recommendation in the producer’s own language.
- Use a standard, VIP, new-business, or renewal template for the final PDF.
Frequently asked questions
Questions brokers ask
What is auto insurance proposal software?
Auto insurance proposal software organizes carrier quotes into a client-facing comparison. CopyCat extracts the quote details, cites the source pages, and fills an editable proposal in the agency’s brand.
Does CopyCat quote or rate auto insurance?
No. CopyCat works with the quote PDFs returned by carrier portals or comparative raters and turns them into a proposal.
Can CopyCat compare several auto carriers?
Yes. Teams can compare multiple carrier options and organize the limits, deductibles, vehicles, drivers, optional coverage, and premiums in one proposal.
Can an auto proposal include home and umbrella?
Yes. CopyCat can combine auto, homeowners, renters, condominium, and personal umbrella quotes into a single household package.
Use your own documents
Bring the quote that usually takes the longest.
In 15 minutes, see how it becomes a cited comparison and a proposal your client can act on.