Unlimited carriers and lines
Compare every market in the account without cutting the program down to four columns or a simplified package.
Commercial Insurance Proposal Software
Commercial insurance proposals built for complex accounts.
CopyCat turns multi-carrier, multi-line commercial quote packets into a cited comparison, editable proposal, and branded client deliverable. No carrier setup and no account-size cap.
SOC 2 Type IINo AI training on your documentsLive in days
Prepared forApex Contracting GroupCommercial proposal
General liability$1M / $2M
Property valuationReplacement cost
Workers compStatutory limits
Annual premium$86,420
Every cited value opens the exact source page.
Quick answer
What is commercial insurance proposal software?
Commercial insurance proposal software converts carrier quotes, binders, and policy documents into a structured client presentation. CopyCat goes beyond formatting: it normalizes coverage across markets, cites every extracted value to the source page, flags meaningful differences, and fills the agency’s own editable proposal template.
What it handles
From carrier packet to client decision document.
Commercial accounts carry more lines, more forms, and more exceptions than a generic proposal table can hold. CopyCat preserves the detail while making the decision easier to understand.
Page-level citations
Open any premium, limit, deductible, exclusion, or condition directly on the carrier source page.
Multi-line structures
Keep property, GL, auto, workers comp, umbrella, cyber, management liability, and specialty lines organized correctly.
Risk analysis
Turn quote differences and renewal changes into a one-page summary or a full branded analysis.
Exact agency templates
Use multiple proposal formats or bring the Word, PowerPoint, or InDesign structure your team already presents.
Document-style editing
Rewrite the recommendation, adjust a table, add context, save versions, and export without rebuilding the file.
The workflow
The default commercial proposal workflow.
- 01
Upload the complete quote set
Add admitted, E&S, MGA, Lloyd’s, and program documents together. CopyCat reads the full packet without per-carrier configuration.
- 02
Compare and verify the coverage
Ask questions across every page, review the normalized table, and open citations when a value needs confirmation.
- 03
Generate the client proposal
Move the confirmed analysis into the right agency template, edit the narrative, and export the finished PDF.
Built for the details
Commercial lines detail stays intact.
The proposal structure changes with the account instead of forcing every risk 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
Why CopyCat fits
Software that molds around the way your brokerage works.
CopyCat was built in person with brokers, sitting beside them and watching real work move from source documents to client delivery. Both founders took the commercial broker exam to understand the complete broker lifecycle.
Your templates, review habits, terminology, and client process stay intact. CopyCat handles the document work without forcing the team into a generic workflow.
- Within 6 hours
- Our commitment when a live workflow needs a fix.
- One price
- New features, new workflows, and hands-on help included.
FAQ
Commercial proposal software questions.
What is the best commercial insurance proposal software for complex accounts?
The best platform should handle unlimited carriers and lines, preserve detailed coverage, cite values to source pages, support the agency’s exact template, and remain editable. CopyCat combines those capabilities with quote comparison and risk analysis in one web-based 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.
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 commercial account your current tool cannot handle.
Upload the real quote packet and see the cited comparison, risk analysis, and proposal your team would send.
Book a Demo