Source-document accuracy
Upload the worst quote in your current pipeline, not a clean vendor sample.
Best Insurance Proposal Software for Independent Brokers
Compare CopyCat, Polly, Outmarket, Vertafore Proposal Builder, and Cooper by their workflow, client deliverable, and fit with your P&C agency.
Drag and drop the carrier quotes
Travelers_GL.pdf
PDFChubb_Property.pdf
PDFHartford_WC.pdf
PDF2×more likely to closewith a CopyCat proposal
Used by agencies nationwideCommercial, personal lines, benefits, and specialty teams.
Used By Independent Agencies Nationwide
Compare insurance proposal builders
Published by CopyCat. Vendor positioning checked September 14, 2026 against the official product pages linked below. This is a shortlist for evaluation, not an independent performance ranking.
| Product | Published focus | What to test | Explore |
|---|---|---|---|
| CopyCat | Carrier documents to editable proposals with source-page review. | Template fit, coverage detail, correction time, and PDF output. | See proposal examples |
| Polly | Elementary interactive web proposals with video and engagement tracking. | Client viewing experience and fit for your quote set. | CopyCat vs Polly |
| Outmarket | A broad broker AI suite with many modules, most of which agencies never use. | Which modules you will actually adopt, rollout effort, and contract terms. | CopyCat vs Outmarket |
| Vertafore Proposal Builder | Branded proposals using AMS360 or Sagitta policy data. | AMS data completeness, access, and reusable sections. | CopyCat vs Vertafore |
| Cooper AI | Proposals alongside submissions and carrier-portal automation. | Required system workflows and the finished agency proposal. | CopyCat vs Cooper AI |
What to test before buying
Traceability
Ask whether a producer can jump from a proposal value to the exact carrier page.
Template fidelity
Confirm the output can match the format clients already recognize.
Comparison depth
Test limits, deductibles, exclusions, sublimits, and renewal changes, not just premium.
Lines of business
Verify commercial, personal, and benefits workflows separately.
Editing and handoff
Make sure the team can correct, rearrange, and finalize the output without starting over.
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.
Start with the proposal your client needs
CopyCat takes the carrier quotes and supporting account files, organizes the coverage options, and applies your agency’s format. Your team checks the sources, edits the recommendation, and exports the final PDF. Use that complete workflow as the basis for evaluation.
Five capabilities to check
- Read carrier and MGA documents without separate setup.
- Verify values on their source pages.
- Match your agency’s branding and layout.
- Compare coverage and renewal changes.
- Edit the recommendation before sending.
Choose for your agency’s requirements
Start with CopyCat when source-document review, coverage detail, and your agency’s proposal format are central to the purchase. If your decision also depends on video, e-signatures, engagement tracking, or native AMS synchronization, test those requirements explicitly with each vendor.
Questions brokers ask
What is insurance proposal software?
Insurance proposal software helps brokers turn carrier quotes and policy information into a client-facing proposal. More advanced tools also extract document data, compare coverage, cite source pages, and automate the agency’s existing template.
How should an agency evaluate proposal software?
Run the same difficult account through every product. Compare extraction accuracy, time to verify, template fidelity, editing effort, and the usefulness of the final client deliverable.
Does CopyCat replace an AMS or CRM?
No. CopyCat works beside the agency’s systems of record and focuses on the client deliverable: proposals, quote comparisons, renewal coverage comparisons, and benefits workbooks.
Can CopyCat match our current proposal format?
Yes. CopyCat can configure the output to match how your agency works today, or offer proven proposal formats designed to make options easier for clients to understand.
See it with your own quotes.
Your documents. Your agency’s format. Ready for your review.