---
title: "Cyber Insurance Proposal Software | CopyCat"
description: "Compare cyber insurance quotes across limits, retentions, insuring agreements, sublimits, exclusions, services, and premiums with source citations."
url: https://www.runcopycat.com/cyber-insurance-proposal-software
source: https://www.runcopycat.com
---
[Resources](https://www.runcopycat.com/insurance-resources)/Guide

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](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

Cyber\_Option\_A.pdf38 pp · Cyber quote

PDF

Cyber\_Option\_B.pdf46 pp · Cyber quote

PDF

Security\_Controls.pdf12 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 turns cyber quote documents into a cited coverage comparison and editable proposal. Every extracted limit, retention, sublimit, service, exclusion, and premium can be checked against the source before the broker sends the recommendation.

## 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.

Keep researching

## Related insurance resources

[**Quote comparison**Compare carrier terms with citations.**→**](https://www.runcopycat.com/insurance-quote-comparison-software)[**Commercial proposals**Keep cyber in the complete account presentation.**→**](https://www.runcopycat.com/commercial-insurance-proposal-software)[**Proposal templates**Match the agency’s preferred cyber format.**→**](https://www.runcopycat.com/insurance-proposal-template)

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
