Liability limits
Show bodily injury and property damage protection in a consistent format.
Auto Insurance Proposal Software for Independent Agents
Compare auto premiums, liability limits, and deductibles in one view. Give clients a clear recommendation in your agency’s format.
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
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.
Customer voices
From the brokers using CopyCat.
We tag a quote, hit generate, and the proposal is in our brand voice. 1 hour of work in 2 minutes.
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.
Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.
From rater to recommendation
Upload the returned carrier quotes. CopyCat organizes the coverage so you can explain the options without retyping every value.
Look beyond the premium
Compare liability limits, deductibles, endorsements, and vehicle coverage alongside price. Check the source before recommending an option.
Bring the household together
- Combine auto, home, renters, and umbrella.
- Show discounts and coverage tradeoffs.
- Write the recommendation in your own words.
- Export in your agency’s template.
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.
See it with your own quotes.
Your documents. Your agency’s format. Ready for your review.