---
title: "CopyCat Basics | Insurance Proposal Software for Solo Agencies"
description: "Insurance proposal software for solo agencies at $79 a month. Start a 7-day free trial with no card needed and make your first branded proposal today."
url: https://www.runcopycat.com/copycat-basics
source: https://www.runcopycat.com
---
CopyCat Basics

# 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, then $79 a month.

[Start my free trial](https://app.runcopycat.com/start)[See sample proposals](https://www.runcopycat.com/insurance-proposal-examples)

-   7-day free trial, no card needed
-   Then $79 a month
-   Cancel anytime

Drop in the carrier quotes

Travelers\_GL.pdf47 pp · General Liability

PDF

Chubb\_Property.pdf62 pp · Property

PDF

Hartford\_WC.pdf38 pp · Workers' Comp

PDF

Why Basics

## 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.

Abhi & Graham, founders

What’s included

## 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.

### Growing? CopyCat Pro.

As agencies scale up they move to CopyCat Pro for their daily workflows: AMS integration, ACORD forms, custom features and direct support with a 15-minute average response time, plus Policy Checking and Contract Review as add-ons. Quoted on team size and usage. [See pricing](https://www.runcopycat.com/pricing).

[Book a demo](https://www.runcopycat.com/request-a-demo)

How the free trial works

## Seven days, no card, your own proposal.

1.  01
    
    ### Create your account
    
    Your name, your agency and your logo. It takes about two minutes.
    
2.  02
    
    ### Make your first proposal
    
    Drop in the carrier quotes. CopyCat builds a branded proposal you can edit.
    
3.  03
    
    ### Send it to your client
    
    Download it, or send it for e-signature straight from CopyCat.
    

Questions

## CopyCat Basics questions.

### Do I need a card to start the free trial?

No. Create your account and start making proposals without a card.

### How much does CopyCat Basics cost?

$79 a month after the 7-day free trial. You pay monthly and can cancel at any time. There is no setup fee.

### What happens after 7 days?

Add a card to keep your plan going at $79 a month. 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 are the limits?

Basics is built for one person: up to 30 AI extractions a month and standard proposal templates branded with your logo. AMS integration, ACORD forms, Policy Checking, Contract Review, team features, a custom-designed template and direct support are part of CopyCat Pro.

### What if I have a team?

Basics is for one person marketing the agency with branded proposals. As agencies scale up they move to CopyCat Pro, quoted on team size and usage after a demo. Pro adds AMS integration, ACORD forms, team features, custom features, Policy Checking and Contract Review add-ons and direct support with a 15-minute average response time. Paying monthly, you can cancel at any time.

For solo agencies

## Start your 7-day free trial today.

Make your first branded proposal in minutes. $79 a month after the trial.

[Start my free trial](https://app.runcopycat.com/start)

-   7-day free trial, no card needed
-   Then $79 a month
-   Cancel anytime