---
title: "Employee Benefits Proposal Software & Workbooks | CopyCat"
description: "Employee benefits proposal software for brokers. Upload quotes, incumbent plans and census data; export branded market summaries and contribution workbooks."
url: https://www.runcopycat.com/employee-benefits-proposal-software
source: https://www.runcopycat.com
---
# Employee benefits proposal software.

Upload benefits quotes. CopyCat normalizes the plans and builds your live-formula Excel workbook.

[Book a Demo](#contact)[Why it takes hours](https://www.runcopycat.com/blog/why-employee-benefits-market-summaries-take-hours)

![](https://www.runcopycat.com/square_logo.png)**CopyCat Benefits**Apex Manufacturing · Jan 1 renewal

Workbook ready in**03:00**

1**New quotes**2**Incumbent**3**Census**4**Branded workbook**

Step 1

### Upload the new carrier quotes.

Any carrier format. Any benefits line.

**Aetna\_Option\_1.pdf**Medical · 12 pages**✓ Ready**

**UHC\_Option\_2.pdf**Medical · 15 pages**✓ Ready**

**\+ Add another quote**PDF or Excel

workbook types: summaries and contributions

2

steps: upload, review, download

3

editable Excel format

1

1**Upload quotes**

Medical, dental, vision, life, disability, and stop-loss.

2**Review the data**

Check plans, rates, funding, census, and contributions.

3**Download Excel**

Get the live-formula workbook ready for review.

MedicalDentalVisionLifeSTD / LTDSelf-funded

Questions

## Benefits workbooks, clearly explained.

### 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.

### 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.

Benefits runs on the same platform as [proposal generation](https://www.runcopycat.com/insurance-proposal-software) and [coverage comparison](https://www.runcopycat.com/coverage-comparison). One login for the whole agency.

Related resources

## Go deeper on the workflow.

[Case Study · Customer stories

### How brokerages cut document work from days to minutes

Customer stories about faster proposals, coverage comparisons, and lower operating costs.

See customer stories](https://www.runcopycat.com/case-studies)[Benefits · 7 min

### Why employee benefits market summaries take hours

Why plan tiers, contribution rules, renewal rates, and live Excel formulas make the workbook the real work.

Read article](https://www.runcopycat.com/blog/why-employee-benefits-market-summaries-take-hours)[Buyer guide · 8 min

### How to find high-quality insurance software

A practical framework for referrals, live workflow testing, support, security, and product fit.

Read article](https://www.runcopycat.com/blog/how-to-find-high-quality-insurance-software)

## 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.”

**James**Employee Benefits Broker, 15-broker agency

> “Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.”

**Aaron Smith**Founder & CEO, Aaron Smith Insurance Group

Book a Demo

## 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](mailto:hello@runcopycat.com)