Commercial property
Locations, values, valuation, coinsurance, deductibles, and catastrophe terms.
Multi-line package workflow
Commercial Package Proposal and Coverage Comparison Software
Commercial package proposals have to show how several coverage lines work together. Sending separate carrier PDFs makes it hard for a client to understand the recommendation and hard for the broker to explain package tradeoffs, cross-carrier options, and total cost.
Super customizable, like editing a document.Rewrite the recommendation, move sections, change the design, and match your agency’s exact format—instead of fighting a rigid proposal builder.
Bring one difficult quote. See the comparison and proposal before the call ends.
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
Actual quotes from brokers
The proposal changes the conversation.
“Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.”
“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.”
“Coverage comparison made the sale easier. Sending a branded report comparing the renewal beat hopping on the phone every time.”
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.
Keep every line in one client story
A package recommendation is more than the sum of separate quote summaries. CopyCat lets the proposal follow the account: lead with the recommendation, organize coverage by exposure, and show the carrier or structure behind each line.
The same workspace retains the detailed comparisons and source citations the service team needs for review.
Compare mixed-carrier options clearly
The strongest program may place different lines with different carriers. CopyCat can compare package and monoline options without forcing the account into a fixed four-column table or hiding line-specific conditions.
Use one source set from review to proposal
- Add quotes, expiring policies, SOVs, ACORDs, schedules, and finance documents.
- Compare markets and renewal terms with page-level citations.
- Carry the selected structure into the editable proposal.
- Export the client-ready PDF in the agency’s exact format.
Frequently asked questions
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.
Use your own documents
Bring the quote that usually takes the longest.
In 15 minutes, see how it becomes a cited comparison and a proposal your client can act on.