Employee benefits proposal software.
Upload benefits quotes. CopyCat normalizes the plans and builds your live-formula Excel workbook.
CopyCat BenefitsApex Manufacturing · Jan 1 renewalUpload the new carrier quotes.
Any carrier format. Any benefits line.
- workbook types: summaries and contributions
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- steps: upload, review, download
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- editable Excel format
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Medical, dental, vision, life, disability, and stop-loss.
Check plans, rates, funding, census, and contributions.
Get the live-formula workbook ready for review.
From the brokers using CopyCat.
Oh my God, making proposals used to take half my day. Now I can do it in five minutes. This is the best software we've ever bought.
Onboarding was four days. By Friday we were sending CopyCat proposals to clients.
Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.
Benefits workbooks, clearly explained.
Benefits runs on the same platform as proposal generation and coverage comparison. One login for the whole agency.
What is a benefits market summary?
A side-by-side spreadsheet comparing carrier quotes against the incumbent plan, including premiums, plan designs, deductibles, and rate changes per line of coverage. CopyCat builds it as a live-formula Excel workbook, branded to your agency.
What inputs does CopyCat need for a benefits workbook?
Carrier quotes, the incumbent plan or renewal, and your census. Upload them as PDFs or spreadsheets. CopyCat extracts plans, rates, and tiers and computes the workbook.
Do the workbooks keep live Excel formulas?
Yes. Contribution modeling, employer/employee splits, and rate calculations export as real formulas, so you can adjust assumptions in Excel and the numbers recompute.
Which benefits lines are supported?
Medical, dental, vision, life, STD/LTD, and self-funded arrangements, including fully insured or level-funded quotes.
Bring one benefits quote set. We’ll build the workbook live.
See market summaries, contribution sheets, and the Excel output on a real quote set.
Prefer email? Reach us at hello@runcopycat.com