Commercial property
Locations, values, valuation, coinsurance, deductibles, and catastrophe terms.
Commercial Package Proposal and Coverage Comparison Software
One proposal for the whole program. Compare package options, explain coverage tradeoffs, and show the total cost with sources your team can check.
Drag and drop the carrier quotes
Package_Option_A.pdf
PDFMonoline_Option_B.pdf
PDFSOV_and_Schedules.pdf
PDF2×more likely to closewith a CopyCat proposal
Used by agencies nationwideCommercial, personal lines, benefits, and specialty teams.
Used By Independent Agencies Nationwide
What a package proposal should connect
General liability
Limits, aggregates, classifications, forms, and important exclusions.
Business auto
Symbols, liability, physical damage, vehicles, drivers, and HNOA treatment.
Workers compensation
Statutory coverage, employer’s liability, states, classifications, and experience details.
Umbrella and specialty
Attachment points, excess layers, cyber, inland marine, management liability, and other lines.
Total account cost
Premiums, taxes, fees, installments, financing, and cross-line package economics.
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.
One proposal for the program
Lead with your recommendation. Organize coverage by exposure and show the carrier behind each line, with sources available for review.
Compare mixed-carrier options
Compare package and monoline placements together. Keep line-specific conditions visible when different carriers offer the strongest fit.
Use the same account file
- Upload quotes and supporting documents.
- Compare markets and renewal terms.
- Carry the selected program into the proposal.
- Export in your agency’s format.
Questions brokers ask
What is commercial package proposal software?
It combines multiple commercial coverage lines into one client-facing proposal. CopyCat also extracts source data, compares options, cites carrier pages, and keeps the output fully editable.
Can CopyCat compare package and monoline quotes?
Yes. Teams can compare a carrier package with separate monoline options and organize the selected program by coverage line.
How many carriers and lines can a package include?
CopyCat does not cap the comparison at a fixed number of carriers or lines. The workspace and proposal can follow the account’s actual structure.
Can it compare the package with the expiring program?
Yes. Add the expiring policies or prior proposal to identify changed limits, deductibles, forms, exclusions, and premiums across the renewal.
See it with your own quotes.
Your documents. Your agency’s format. Ready for your review.