Insurance proposal software for solo agencies.
CopyCat gives solo agencies the tools to thrive in the most competitive market insurance has ever seen. Start your 7-day free trial today.
- Create your account today for free
- No card needed
- Cancel anytime
Small agencies matter as much as large ones. It’s in our DNA.
We’re dedicated to helping small agencies just as much as larger ones. Our family has worked in insurance brokerage for decades, and both of us took the commercial broker exam to understand the work from the inside.
A one-person agency competes with the biggest shops in town on every quote. Basics gives you the same branded proposals our largest customers send, without a sales call or a setup project.
Everything a solo agency needs to send a proposal.
Proposals with your logo and branding
Carrier quotes in, a branded client proposal out, in your colors with your contact details.
Quote and renewal comparisons
Line up carrier quotes or a renewal against expiring, with every number linked to its source page.
E-signatures on proposals
Send the proposal and collect the client’s signature without leaving CopyCat.
Up to 30 AI extractions a month
Proposals and comparisons share one monthly pool, plenty for a one-person book.
Need more? Book a demo.
For agencies of three or more: Policy Checking, Contract Review, team features and a proposal template designed around your agency.
Seven days, no card, your own proposal.
- 01
Create your account
Your name, your agency and your logo. It takes about two minutes.
- 02
Make your first proposal
Drop in the carrier quotes. CopyCat builds a branded proposal you can edit.
- 03
Send it to your client
Download it, or send it for e-signature straight from CopyCat.
CopyCat Basics questions.
Do I need a card to start the free trial?
No. Create your account and start making proposals without a card.
What happens after 7 days?
Add a card to keep your plan going. Everything you made stays in your account either way.
Can I cancel?
Yes, anytime from Settings. Cancel during the trial and you are never charged.
What’s included in CopyCat Basics?
Branded proposals, quote and renewal comparisons and e-signatures on proposals, with up to 30 AI extractions a month shared across proposals and comparisons.
What if I have a team?
Basics is built for solo agencies. If your agency has three or more people, book a demo and we will set CopyCat up around your agency, with Policy Checking, Contract Review, team features and a proposal template designed for you.
Start your 7-day free trial today.
Make your first branded proposal in minutes.
Start my free trial- Create your account today for free
- No card needed
- Cancel anytime