---
title: "Insurance Automation Case Studies for Brokerages | CopyCat"
description: "Insurance brokerage case studies: how commercial and benefits teams use CopyCat to grow premium and cut proposal time."
url: https://www.runcopycat.com/case-studies
source: https://www.runcopycat.com
---
Case studies

# How brokerages get more done with the same team.

The workflows, operating habits, and measurable results behind broker teams doing more without adding more manual work.

[

Commercial lines20-person independent commercial insurance agency

## The same team doubled output and added $5M in annual premium.

Risk Analysis became the agency’s default starting point for every account, giving the team more capacity without adding headcount.

**2×**output with the same team

**+$5M**annual premium in 4 months

Read the case study](https://www.runcopycat.com/case-studies/commercial-agency-doubles-output)

[

Employee benefits16-person employee benefits brokerage

## Five hours of benefits workbook work became ten minutes.

CopyCat turned the most frustrating part of benefits season into a fast, repeatable workflow without sacrificing workbook quality.

**10 min**from quotes to workbook

**4h 50m**saved on each project

Read the case study](https://www.runcopycat.com/case-studies/benefits-workbooks-in-ten-minutes)

From the teams doing the work

←→

> “CopyCat is the first AI company I’ve genuinely been impressed by. They do what they say.”

**Steven**Commercial Producer, San Jose

> “Oh my God, making proposals used to take half my day. Now I can do it in five minutes. This is the best software we’ve ever bought.”

**James**Employee Benefits Broker, 15-broker agency

> “We’ve used CopyCat every single day since we started. It’s just how the team works now.”

**Commercial agency customer**20-person independent commercial insurance agency

> “Five hours of workbook work became ten minutes. It is incredibly high-quality software.”

**Benefits broker**16-person employee benefits brokerage

> “Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.”

**Aaron Smith**Founder & CEO, Aaron Smith Insurance Group

> “We tag a quote, hit generate, and the proposal is in our brand voice. One hour of work in two minutes.”

**Maria K.**Account Manager, Mid-Market Commercial

Your workflow, next

## See what CopyCat can take off your team’s plate.

[Book a demo](https://www.runcopycat.com/#contact)