Dwelling and valuation
Show the Coverage A limit and whether replacement-cost terms apply.
Homeowners Insurance Proposal Software
Make home coverage easy to compare. Bring dwelling limits, wind deductibles, water coverage, and your recommendation into one editable proposal.
Drag and drop the carrier quotes
Home_Option_A.pdf
PDFHome_Option_B.pdf
PDFReplacement_Cost.pdf
PDF2×more likely to closewith a CopyCat proposal
Used by agencies nationwideCommercial, personal lines, benefits, and specialty teams.
Used By Independent Agencies Nationwide
What belongs in a homeowners proposal
Related property limits
Organize other structures, personal property, and loss-of-use coverage.
Deductibles
Distinguish all-other-peril, wind, hail, hurricane, percentage, and named-storm terms.
Liability protection
Compare personal liability and medical payments across the options.
Endorsements and gaps
Surface water backup, ordinance or law, scheduled property, and other material differences.
Package economics
Present home, auto, and umbrella premiums or discounts as one household decision.
Customer voices
From the brokers using CopyCat.
We tag a quote, hit generate, and the proposal is in our brand voice. 1 hour of work in 2 minutes.
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.
Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.
Make the differences clear
Bring terms from different carrier layouts into one comparison. Keep the original wording a click away for closer review.
Make deductibles visible
Show percentage, wind, and hail deductibles beside valuation, limits, and premium. Help clients understand their potential out-of-pocket exposure.
Build the household proposal
- Combine home, auto, renters, and umbrella.
- Show package discounts and tradeoffs.
- Explain relevant endorsements and gaps.
- Export in your personal-lines template.
Questions brokers ask
What is homeowners insurance proposal software?
It converts homeowners carrier quotes into a structured client presentation. CopyCat extracts coverage and pricing, links values to the source documents, and creates an editable agency-branded proposal.
Can CopyCat compare wind and hail deductibles?
Yes. CopyCat can surface flat-dollar, percentage, wind, hail, hurricane, named-storm, and other deductibles found in the carrier documents.
Can a homeowners proposal include endorsements?
Yes. The proposal can include important endorsements and differences such as water backup, ordinance or law, scheduled property, equipment breakdown, and service-line coverage when present in the source files.
Can CopyCat create a home and auto bundle proposal?
Yes. Home, auto, umbrella, renters, condominium, and other personal-lines quotes can be organized into one branded household proposal.
See it with your own quotes.
Your documents. Your agency’s format. Ready for your review.