Upload benefits quotes. CopyCat normalizes the plans and builds your live-formula Excel workbook.
CopyCat BenefitsApex Manufacturing · Jan 1 renewalAny carrier format. Any benefits line.
Medical, dental, vision, life, disability, and stop-loss.
Check plans, rates, funding, census, and contributions.
Get the live-formula workbook ready for review.
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.
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.
Yes. Contribution modeling, employer/employee splits, and rate calculations export as real formulas, so you can adjust assumptions in Excel and the numbers recompute.
Medical, dental, vision, life, STD/LTD, and self-funded arrangements, including fully insured or level-funded quotes.
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.
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.
Yes. Contribution modeling, employer/employee splits, and rate calculations export as real formulas, so you can adjust assumptions in Excel and the numbers recompute.
Medical, dental, vision, life, STD/LTD, and self-funded arrangements, including fully insured or level-funded quotes.
Benefits runs on the same platform as proposal generation and coverage comparison. One login for the whole agency.
“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.”
“Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.”
See market summaries, contribution sheets, and the Excel output on a real quote set.
Prefer email? Reach us at hello@runcopycat.com