Unlimited markets and lines
Keep the entire multi-line program together, without flattening it into four columns.
Commercial insurance proposal software.
Turn complex carrier quotes into an editable, source-linked proposal in your agency’s style.
Drop in the carrier quotes
Travelers_GL.pdf
PDFLloyds_Inland_Marine.pdf
PDFHartford_WC.pdf
PDFUsed By Independent Agencies Nationwide
The short answer
A proposal builder for complex commercial accounts.
Combine carrier quotes, schedules, and supporting documents in one proposal. Compare terms across markets, verify source pages, and edit the recommendation in your agency’s format.
Built for broker work
Complex coverage in. A clear decision out.
Show clients the tradeoffs. Keep the coverage detail your team needs to verify.
P&C, E&S, and specialty depth
Read admitted, non-admitted, Lloyd’s, inland marine, and program documents together.
Every value has a source
Open a premium, limit, deductible, exclusion, or condition on the exact carrier page.
Coverage differences surfaced
Make renewal changes, gaps, and tradeoffs visible before the client meeting.
Your exact agency style
Bring the layouts, colors, sections, and language your producers already sell with.
Edit everything
Rewrite, reorder, resize, add context, save versions, and export without rebuilding.
Coverage gap recommendations
Find the coverage worth recommending.
Review relevant coverage gaps and add a tailored recommendation to the proposal.
+60%higher chance to upsellwith a relevant recommendation in the proposal
Recommended coverage · Operations exposure
Add equipment breakdown coverage
The SOV includes production and refrigeration equipment, but no equipment breakdown form appears in the quoted property package.
SOV + property quoteKeep in proposal
Commercial policy checking
Policy checking that reads the whole account.
Check the bound policy against the approved quote and additional documents. Review changed terms and missing forms with source citations.
Explore commercial policy checking
Policy checkingExampleApproved quote
Additional documents
Bound policy
Harbor Manufacturing
General liability$1M / $2MMatches quote
Property deductible$10,000Changed from $5,000
Additional insuredEndorsementRequest form
Coverage changes, documented
Catch the change before the client does.
Keep material differences connected to their carrier pages. Document the review and explain the changes to your client.
Explore coverage comparisonsRenewal reviewApex Contracting Group
3 findingsCoverageBeforeQuotedSource
Property limit$4M$3Mp.18
Wind deductible$25K$50Kp.21
HNOAIncludedNot shownp.34
✓Review trail savedFinding, source page, recommendation, and final client report
How it moves
From carrier packet to confident client decision.
- 01
Drop in every quote
Admitted, E&S, MGA, Lloyd’s, and program documents, no carrier setup.
- 02
Verify the comparison
Review normalized coverage and open the source whenever a value needs a check.
- 03
Make the proposal yours
Choose the agency template, edit every part, and export the finished PDF.
The details stay intact
Commercial lines detail stays intact.
The structure changes with the risk instead of forcing every account into the same generic table.
- Commercial property and schedules
- General liability and products-completed operations
- Workers compensation and employer’s liability
- Business auto and hired/non-owned auto
- Umbrella and excess layers
- Cyber and technology E&O
- Management liability and EPLI
- Crime and fidelity
- Inland marine and equipment
- Flood and catastrophe deductibles
- E&S and Lloyd’s quote documents
- Forms, endorsements, exclusions, and conditions
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.
Questions
Commercial proposal software questions.
What is the best commercial insurance proposal software for complex accounts?
Look for unlimited carriers and lines, P&C and specialty-market depth, page-level citations, complete editing, and support for the agency’s exact template. CopyCat brings those capabilities into one web-based comparison and proposal workspace.
Can CopyCat compare more than four commercial quotes?
Yes. CopyCat does not cap carriers per line or account size. Teams can compare the full market response for a layered or multi-line program.
Does CopyCat support E&S and Lloyd’s documents?
Yes. CopyCat can process non-admitted quotes, MGA binders, Lloyd’s slips, program documents, and standard carrier formats without a separate setup for each market.
Can we use our existing commercial proposal template?
Yes. CopyCat can support multiple templates and custom formats, including the structure, tables, colors, language, and section order your agency already uses.
How does CopyCat verify commercial proposal data?
Extracted values remain connected to the original carrier document and page. Brokers can click citations, review the source, edit the output, and keep the verification trail with the analysis.
Can CopyCat recommend commercial coverage gaps in the proposal?
Yes. CopyCat reviews the account data and the proposal you plan to send, identifies a relevant coverage gap, and adds a customized, editable recommendation to the proposal. Your team reviews the evidence and recommendation before sharing it.
What is commercial insurance policy checking in CopyCat?
CopyCat analyzes all available account data together, including the bound policy, carrier quotes, ACORDs, schedules, SOVs, loss runs, endorsements, and account context. It flags conflicts, missing forms, changed terms, and unreconciled schedules with links to the source so teams can catch issues faster than a manual BP review.
Is CopyCat web-based and secure?
Yes. CopyCat is fully web-based, SOC 2 Type II certified, and customer documents are never used to train AI.
Use your own documents
Bring the account your current proposal tool cannot handle.
We’ll use the real quote packet and show you the cited, fully editable proposal your team would send.
Request A Demo