---
title: "Employee Benefits Proposal Software & Workbooks | CopyCat"
description: "Employee benefits proposal software for brokers. Upload quotes, incumbent plans and census data; export branded market summaries and contribution workbooks."
url: https://www.runcopycat.com/benefits
source: https://www.runcopycat.com
---
Employee Benefits Proposal Software

# Employee benefits quotes in. Computed workbooks out.

Upload benefits quotes. CopyCat normalizes the plans and builds your live-formula Excel workbook.

[Book a Demo](#contact)[Why it takes hours](https://www.runcopycat.com/blog/why-employee-benefits-market-summaries-take-hours)

![](https://www.runcopycat.com/square_logo.png)**CopyCat Benefits**Apex Manufacturing · Jan 1 renewal

Workbook ready in**03:00**

1**New quotes**2**Incumbent**3**Census**4**Branded workbook**

Step 1

### Upload the new carrier quotes.

Any carrier format. Any benefits line.

**Aetna\_Option\_1.pdf**Medical · 12 pages**✓ Ready**

**UHC\_Option\_2.pdf**Medical · 15 pages**✓ Ready**

**\+ Add another quote**PDF or Excel

Step 2

### Add the incumbent plan.

CopyCat maps renewal changes against the current plan.

**Anthem\_2026\_Renewal.pdf**Incumbent · Medical · 18 pages**Extracted**

Current monthly**$74,820**Renewal change**+8.4%**Plans matched**4 / 4**

Step 3

### Bring the census information.

Enrollment tiers and contributions flow into the formulas.

_XL_**Apex\_Census\_2027.xlsx**128 employees · 4 enrollment tiers**✓ Mapped**

Employee**62**

Employee + spouse**28**

Employee + child**21**

Family**17**

Done in 3 minutes

### Your workbook, formatted to your theme.

Live formulas, client-ready styling, and every carrier in one file.

APEX BENEFITS2027 Medical Market Summary

**Plan****Renewal****Aetna****UHC**Employee rate$612.44$584.20$598.18Monthly premium$81,104$76,882$78,540

**Apex\_2027\_Market\_Summary.xlsx**Formatted with your logo, colors, and formulas**Download**

1**Upload quotes**

Medical, dental, vision, life, disability, and stop-loss.

2**Review the data**

Check plans, rates, funding, census, and contributions.

3**Download Excel**

Get the live-formula workbook ready for review.

MedicalDentalVisionLifeSTD / LTDSelf-funded

Questions

## Benefits workbooks, clearly explained.

### What is a benefits market summary?

A side-by-side spreadsheet comparing carrier quotes against the incumbent plan, including premiums, plan designs, deductibles, and rate changes per line of coverage. CopyCat builds it as a live-formula Excel workbook, branded to your agency.

### What inputs does CopyCat need for a benefits workbook?

Carrier quotes, the incumbent plan or renewal, and your census. Upload them as PDFs or spreadsheets. CopyCat extracts plans, rates, and tiers and computes the workbook.

### Do the workbooks keep live Excel formulas?

Yes. Contribution modeling, employer/employee splits, and rate calculations export as real formulas, so you can adjust assumptions in Excel and the numbers recompute.

### Which benefits lines are supported?

Medical, dental, vision, life, STD/LTD, and self-funded arrangements, including fully insured or level-funded quotes.

What is a benefits market summary?_+_

A side-by-side spreadsheet comparing carrier quotes against the incumbent plan, including premiums, plan designs, deductibles, and rate changes per line of coverage. CopyCat builds it as a live-formula Excel workbook, branded to your agency.

What inputs does CopyCat need for a benefits workbook?_+_

Carrier quotes, the incumbent plan or renewal, and your census. Upload them as PDFs or spreadsheets. CopyCat extracts plans, rates, and tiers and computes the workbook.

Do the workbooks keep live Excel formulas?_+_

Yes. Contribution modeling, employer/employee splits, and rate calculations export as real formulas, so you can adjust assumptions in Excel and the numbers recompute.

Which benefits lines are supported?_+_

Medical, dental, vision, life, STD/LTD, and self-funded arrangements, including fully insured or level-funded quotes.

Benefits runs on the same platform as [proposal generation](https://www.runcopycat.com/insurance-proposal-software) and [risk analysis](https://www.runcopycat.com/risk-analysis). One login for the whole agency.

Related resources

## Go deeper on the workflow.

[Case Study · 16-person brokerage

### How a benefits brokerage cut five hours of workbook work to ten minutes

New quotes, incumbent plans, census data, and a themed workbook in one repeatable workflow.

Read case study](https://www.runcopycat.com/case-studies/benefits-workbooks-in-ten-minutes)[Benefits · 7 min

### Why employee benefits market summaries take hours

Why plan tiers, contribution rules, renewal rates, and live Excel formulas make the workbook the real work.

Read article](https://www.runcopycat.com/blog/why-employee-benefits-market-summaries-take-hours)[Buyer guide · 8 min

### How to find high-quality insurance software

A practical framework for referrals, live workflow testing, support, security, and product fit.

Read article](https://www.runcopycat.com/blog/how-to-find-high-quality-insurance-software)

Book a Demo

## Bring one benefits quote set. We’ll build the workbook live.

See market summaries, contribution sheets, and the Excel output on a real quote set.

Prefer email? Reach us at [hello@runcopycat.com](mailto:hello@runcopycat.com)