Commercial lines
Contractor program
Three coverage lines from separate carrier quotes, shaped into one clear client story.
- Itemized trucks, vans, and trailers
- Per-vehicle deductibles and exclusions
- Every value cited to the carrier page
Proposal library
See what client-ready looks like.
Explore three proposals built from real carrier quotes across commercial and personal lines. Every limit, deductible, and premium stays cited to the source.
What’s in the set
Three accounts. One client-ready standard.
Each example shows how CopyCat turns the source documents into a proposal a producer can confidently put in front of a client.
Commercial lines
Small business package
A BOP and workers’ compensation recommendation built from two carrier quotes.
- Side-by-side premium presentation
- Payment options and key differences
- Plain-language coverage explanations
Personal lines
Home and auto household
Six-month auto and twelve-month home terms reconciled into one household summary.
- Three rated drivers and a scheduled vehicle
- Coverage A–F and wind/hail deductible
- Endorsements, mortgagee, and premium rollup
The full proposal set
Read the deliverables for yourself
Unlock 3 client-ready PDFs across commercial and personal lines. Every proposal is branded, editable, and grounded in the carrier source.
SOC 2 Type II · Security & Privacy