Source-document accuracy
Upload the worst quote in your current pipeline, not a clean vendor sample.
Best Insurance Proposal Software for Independent Brokers
Compare proposal tools by what matters to your agency: accurate coverage comparisons, editable branding, and less work between quote and client.
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
- steps: upload, review, export
- 3
- editable agency-branded proposal
- 1
- review priorities below
- 6
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.
Start with your own quotes
Test carrier PDFs, schedules, and expiring policies. The tool should organize the coverage before it designs the proposal.
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.
When CopyCat fits
CopyCat connects document review with branded proposals for commercial, personal lines, and benefits teams. For video presentations or standalone e-signatures, evaluate a dedicated tool.
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.
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.”
“Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.”
See it with your own quotes.
Your documents. Your agency’s format. Ready for your review.