Cyber insurance workflow

Cyber Insurance Proposal and Coverage Comparison Software

Cyber quotes can share a limit and premium while offering meaningfully different protection. A client-ready proposal should make first-party coverage, third-party liability, incident services, retentions, sublimits, exclusions, and key conditions easy to compare.

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

Bring one difficult quote. See the comparison and proposal before the call ends.

Drag and drop the carrier quotes
Cyber_Option_A.pdf38 pp · Cyber quote
PDF
Cyber_Option_B.pdf46 pp · Cyber quote
PDF
Security_Controls.pdf12 pp · Account details
PDF
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.

See it on your quotes
Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.
Aaron SmithFounder & 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

What to compare in a cyber proposal

First-party coverage

Organize breach response, restoration, interruption, extortion, and fraud terms.

Third-party liability

Compare privacy, network security, media, regulatory, and PCI coverage.

Retentions and waiting periods

Show how out-of-pocket terms vary by insuring agreement.

Sublimits

Surface ransomware, social engineering, invoice manipulation, and other restricted amounts.

Incident services

Compare breach counsel, forensics, notification, monitoring, and response resources.

Exclusions and conditions

Keep security controls, warranties, exclusions, and subjectivities visible.

01

Compare insuring agreements, not labels

Carrier cyber forms organize coverage differently. CopyCat normalizes the decision without erasing the carrier’s source language, so brokers can compare the protection and open the original page whenever wording needs closer review.

The proposal can stay concise for the client while the workspace preserves the depth required for broker verification.

02

Put sublimits beside the headline limit

A large aggregate can hide smaller amounts for ransomware, social engineering, dependent interruption, or restoration. CopyCat surfaces those restrictions alongside retentions, waiting periods, and premium so the recommendation is not based on the headline number alone.

03

Explain the service behind the policy

  • Organize pre-breach and incident-response resources.
  • Compare panel requirements and available vendors.
  • Add the broker’s account-specific recommendation.
  • Export the final cyber comparison in the agency’s branded format.

Frequently asked questions

Questions brokers ask

What is cyber insurance proposal software?

It converts cyber carrier quotes into a client-facing comparison. CopyCat extracts the coverage details, cites the source pages, and creates an editable proposal in the agency’s brand.

Can CopyCat compare cyber sublimits and retentions?

Yes. Teams can compare insuring agreements, limits, sublimits, retentions, waiting periods, services, exclusions, conditions, and premiums.

Can it compare more than two cyber markets?

Yes. CopyCat does not impose a fixed carrier count; the comparison can follow the market response for the account.

Can the broker edit the cyber recommendation?

Yes. The producer or account manager can change the narrative, structure, and recommendation before exporting the final proposal.

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