--- title: "Commercial Package Proposal Software | CopyCat" description: "Combine property, liability, auto, workers comp, umbrella, cyber, and inland marine quotes in one cited commercial package proposal." url: https://www.runcopycat.com/commercial-package-insurance-proposal-software source: https://www.runcopycat.com --- [Resources](https://www.runcopycat.com/insurance-resources)/Guide 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. [Book a 15-minute demo](https://cal.com/graham-sabin/demo)See sample proposals Bring one difficult quote. See the comparison and proposal before the call ends. Drag and drop the carrier quotes Drop carrier PDFs here Package\_Option\_A.pdf87 pp · Package quote PDF Monoline\_Option\_B.pdf49 pp · Alternate structure PDF SOV\_and\_Schedules.pdf21 pp · Account details PDF Generate Proposal Edit every word in your agency’s style Aaron Smith Insurance GroupProposal  Nº 2026 Schedule of Proposed Coverage ### Insurance _Proposal_ A confidential summary of proposed commercial coverage, prepared for the review and consideration of the named insured. Contents 01Account & Carrier Summary02 02Cyber Liability, Proposed Coverage03 03Professional Liability / E&O04 04Premium Summary06 Presented To Wylie Family Business LLC Presented By Aaron Smith Insurance Group 4300 S Louise Ave · Sioux Falls, SD Prepared Tami Link 06 / 12 / 2026 NW FILE 2026-0432 · COMMERCIAL 2026 ### RENEWAL PROPOSAL NORTHWIND BROKERAGE   /   APEX MANUFACTURING PREMIUM $9,730 EFFECTIVE 03.15.26 CARRIERS 3 W WESTBROOK & ASSOCIATES 2026 RENEWAL · COMMERCIAL ### Commercial Insurance Proposal Coverage summary, carrier comparison, and bind-ready quote schedule for Apex Manufacturing. CLIENT Apex Manufacturing EFFECTIVE Mar 15, 2026 PREMIUM $9,730 **2×****more likely to close**with a CopyCat proposal **Used by agencies nationwide**Commercial, personal lines, benefits, and specialty teams. Used By Independent Agencies Nationwide ![Aaron M Smith Insurance Group](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/aaron-smith.png)![AIP Insurance Group](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/aip.png)![Blue Marlin Insurance](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/blue-marlin.png)![Capital Gate Insurance](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/capital-gate.png)![Clients First Insurance](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/clients-first.png)![DHW Insurance Brokers](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/dhw.png)![GMC Insurance Brokers](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/gmc.png)![Parsons Insurance](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/parsons.png)![Paul Diaz Insurance Agency](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/paul-diaz.png)![PEER Insurance Brokers](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/peer.png)![RiskDesk Insurance Agency](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/riskdesk.png)![Rizo Insurance](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/rizo.png)![RPM Insurance & Risk Management](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/rpm.png)![Steadfast Insurance](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/steadfast.png)![Trevant Insurance Agency](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/trevant.png)![Valor Insurance Brokers](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/valor.svg)![VP Insurance Services](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/vp.png)![Yates Insurance](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/yates.png)![Aaron M Smith Insurance Group](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/aaron-smith.png)![AIP Insurance Group](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/aip.png)![Blue Marlin Insurance](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/blue-marlin.png)![Capital Gate Insurance](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/capital-gate.png)![Clients First Insurance](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/clients-first.png)![DHW Insurance Brokers](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/dhw.png)![GMC Insurance Brokers](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/gmc.png)![Parsons Insurance](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/parsons.png)![Paul Diaz Insurance Agency](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/paul-diaz.png)![PEER Insurance Brokers](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/peer.png)![RiskDesk Insurance Agency](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/riskdesk.png)![Rizo Insurance](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/rizo.png)![RPM Insurance & Risk Management](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/rpm.png)![Steadfast Insurance](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/steadfast.png)![Trevant Insurance Agency](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/trevant.png)![Valor Insurance Brokers](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/valor.svg)![VP Insurance Services](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/vp.png)![Yates Insurance](https://cjnkirhvncikaithhqpl.supabase.co/storage/v1/object/public/agency-logos/landing-page-logos/yates.png) Actual quotes from brokers ## The proposal changes the conversation. [See it on your quotes →](https://cal.com/graham-sabin/demo) > “Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.” **Aaron Smith**Founder & CEO, Aaron Smith Insurance Group > “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.” **Gary M.**Producer, Commercial Lines, New York > “Coverage comparison made the sale easier. Sending a branded report comparing the renewal beat hopping on the phone every time.” **Ethan B.**Senior Producer, Commercial Lines, Chicago Quick answer CopyCat combines the carrier quotes and account files into one cited commercial-package comparison. The team can compare each line, verify values against the source, edit the recommendation, and export a branded proposal without rebuilding the same account in a separate presentation tool. ## What a package proposal should connect ### Commercial property Locations, values, valuation, coinsurance, deductibles, and catastrophe terms. ### 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. 01 ## 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. 02 ## 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. 03 ## 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. Keep researching ## Related insurance resources [**Commercial proposal software**See the full complex-account workflow.**→**](https://www.runcopycat.com/commercial-insurance-proposal-software)[**Renewal comparison**Compare the package with expiring coverage.**→**](https://www.runcopycat.com/commercial-renewal-comparison-software)[**Inland marine proposals**Keep schedules and specialty property terms intact.**→**](https://www.runcopycat.com/inland-marine-insurance-proposal-software) 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. [Book a demo](https://cal.com/graham-sabin/demo)See a sample first