CopyCat’s insurance proposal builder turns carrier PDFs into agency-branded proposals. Compare quotes, then ask the agentic AI editor to carry out changes directly in the proposal. Check source citations, review the edits, and export the finished PDF.
Insurance proposal · July 2026 – July 2027
A package for your growing operations, bringing property, liability, and auto coverage into one clear proposal.
| Coverage | Carrier | Annual premium |
|---|---|---|
| General Liability | Travelers | $18,420 |
| Commercial Property | Travelers | $12,680 |
| Commercial Auto | Liberty Mutual | $9,540 |
| Total annual premium | $40,640 | |
Start with your line of business. Keep your agency’s format, coverage detail, and review process.
Bring multi-line accounts, specialty markets, and layered coverage into one proposal.
Property, liability, workers’ comp, cyber, and E&SPresent household coverage together, with a clear comparison and your recommendation.
Home, auto, renters, and umbrellaTurn carrier quotes into market summaries and contribution workbooks your team can edit.
Excel output with your agency’s formulasCopyCat checks your coverage database and recommends coverages worth adding.
CopyCat was shaped by watching brokers sell and finding the moments that confuse clients. The result is a proposal built for the conversation, not just the export.
Explore complex commercial proposals“We tag a quote, hit generate, and the proposal is in our brand voice. 1 hour of work in 2 minutes.”
“Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.”
Yes. Describe the change you want and CopyCat’s agentic editor carries it out inside the proposal, end to end. Your team can review the result, check source documents, and make manual edits before exporting. The AI edits the document; your broker reviews the recommendation before sharing it.
AI insurance proposal generation turns carrier quote documents into a structured client proposal. CopyCat extracts the coverage details, organizes the options, and applies the agency’s format. Brokers review the cited values and edit the recommendation before final PDF export.
CopyCat fits agencies that receive carrier PDFs and need a branded, editable proposal with coverage comparisons and source references. It supports commercial and personal lines, including complex commercial accounts. Start with your own quote packet and current proposal format to assess the output.
Yes. CopyCat compares competing carrier quotes and checks renewal terms against expiring coverage. Side-by-side breakdowns show premiums, limits, deductibles, exclusions, and other coverage differences, with source references so your team can investigate discrepancies and errors.
Yes. Send a branded one-page decision summary or a detailed PDF comparison report. CopyCat organizes the coverage breakdown, key differences, and recommendation into a clear client deliverable, with source references available for review.
CopyCat helps teams catch discrepancies, missed coverage changes, and errors across quotes, policies, and renewals. Source citations and documented comparison summaries support a review trail for the recommendation. Your team verifies the findings and resolves open questions; the software does not eliminate E&O exposure.
Yes. Your logo, colors, templates, sections, and standard language carry into every client proposal. CopyCat can configure your existing format, and your team can edit the content before delivery.
Add carrier quotes, financing agreements, schedules of values, ACORD forms, and supporting files to the same account. Include relevant endorsements and schedules so the team can review the proposal against the available evidence.
Open the source references and check material limits, deductibles, premiums, exclusions, and recommendations against the carrier documents. CopyCat keeps the proposal editable so the team can correct details and resolve questions before sharing it.
Yes. Share a proposal with teammates, see who is editing, and keep a version history in one workspace.
CopyCat starts with the carrier quotes and account files your team provides. It prepares the proposal and comparison; it does not generate a bindable carrier price. Your AMS or CRM remains the system of record.
Yes. The proposal examples gallery includes contractor, small-business, and personal-lines examples. Use the gallery’s access form to view the sample PDFs, then bring a representative quote packet to a demo to evaluate your agency’s output.
Give each vendor the same quote packet and agency template. Compare the coverage detail, source references, editing effort, final PDF, and total time including review. Check proposal presentation features and system requirements against what your team actually needs.