“IDK how I found CopyCat. I’m so glad I did. We removed our BPO team after CopyCat and can scale much faster.”
Document work was expensive, slow, and difficult to scale.
Every account arrived with carrier documents in a different format. The team still had to compare limits, deductibles, endorsements, premiums, and important coverage differences before rebuilding the information for the client.
Outsourcing moved the work to a BPO team, but it did not make the workflow instant or easy to scale. The agency still paid for the manual handoff and waited for the finished deliverable.
The workflow now starts and finishes inside CopyCat.
The agency replaced the handoff with one fast, reviewable process:
- 01Upload
Add commercial or personal lines carrier quotes and policy documents.
- 02Compare
CopyCat organizes premiums, limits, deductibles, endorsements, and coverage differences.
- 03Build
Generate the editable proposal in the agency’s preferred design.
- 04Deliver
Review the source-linked output and send it to the client.
“We upload the carrier files and CopyCat gives us the coverage comparison and proposal in minutes. We can review everything and keep the account moving ourselves.”
The agency kept control without keeping the manual work.
CopyCat keeps the proposal editable and connects comparison findings to the source documents. The team can verify a detail, change the recommendation, and customize the presentation without sending the work back through another queue.
The broker remains responsible for the client conversation. CopyCat removes the slow document production that surrounded it.
Days became minutes, and the cost structure changed with it.
Proposal and coverage comparison work that once moved through a multi-day outsourced process now happens in minutes. Removing the recurring BPO expense saved the brokerage $70K annually. With more capacity to move accounts forward, the agency increased written premium by 30% within six months of onboarding CopyCat.
“We removed our BPO team after CopyCat, saved $70K a year, and increased the premium we wrote by 30% within six months of onboarding.”