Insurance proposal software

Create Proposals That Win.

Drop in carrier quotes, SOVs, and finance documents. CopyCat builds your agency-branded insurance proposal, and you edit it just by asking.

Ask for a change. The assistant reads your documents, edits the proposal, and saves a version. Example account.
Used By Independent Agencies Nationwide
Coverage recommendations

Upload the quotes. See what’s missing.

Drop in carrier quotes, SOVs, finance agreements, ACORDs, or anything else on the account. CopyCat tags every quote by policy type, then recommends coverages from your agency’s own list to round out the proposal.

  • Every quote tagged with its policy types
  • Recommendations from your approved coverage list
  • Added as its own page at the end of the proposal
Quote Summary

A one-page summary, ready to send.

Every proposal comes with a Quote Summary: lines, carriers, limits, deductibles, and the total premium on one page. Review it, convert it to a PDF, and send it with your email.

  • Built from the same data as the full proposal
  • Limits, deductibles, and premiums side by side
  • Your agency’s branding, exported as a PDF

Built for the accounts you actually write.

Start with your line of business. Keep your agency’s format, coverage detail, and review process.

Commercial insurance

Bring multi-line accounts, specialty markets, and layered coverage into one proposal.

Property, liability, workers’ comp, cyber, and E&S

Personal lines

Present household coverage together, with a clear comparison and your recommendation.

Home, auto, renters, and umbrella
Multi-language proposals

Every proposal, in your client’s language.

Pick the language per proposal. Coverage names, headings, and explanations come out translated on your agency’s own template, while limits and premiums stay exactly as quoted.

  • ENEnglish
  • ESEspañol
  • FRFrançais
  • More coming
Read the Spanish proposal guide
From carrier quote to client proposal

Drop the quotes. Pick the look. Keep control.

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
Drop in carrier quotes
Travelers_GL.pdf47 pp · General Liability
PDF
Chubb_Property.pdf62 pp · Property
PDF
Hartford_WC.pdf38 pp · Workers' Comp
PDF
One upload, every client document

Proposals are just the start.

Comparisons, summaries, reviews, and signatures from the same carrier quotes, each on your agency’s own template.

  • Commercial proposalsGL, auto, property, WC, packageSample
  • Personal lines proposalsHome, auto, umbrella, boatSample
  • Renewal comparisonsExpiring vs. renewal, every changeSample
  • Quote comparisonsEvery carrier side by side
  • Quote summariesThe account on one page
  • Market summariesEvery market you approached
  • Policy checksBound policy vs. the quote
  • Contract reviewsRequirements vs. coverage
  • E-signaturesFields found, sent, tracked
New · E-signatures

From proposal to signed, without leaving CopyCat.

  1. Sent from Marcus CaldwellCornerstone Insurance Partners · 9:02 AM
  2. Opened on iPhoneMinneapolis, MN · 9:14 AM
  3. Signed by Jordan ReyesAccepted 4 of 5 coverages · 9:17 AM
  4. Sealed with certificateSigned PDF and certificate ready
  • Fields found for youSignature, initials, and accept or decline boxes are detected on the proposal or document. No dragging boxes.
  • Sent under your nameYour logo and agency name on the email and the signing page. Replies land in your inbox.
  • Tracked to the minuteSee when it was opened, on what device, and where. Reminders go out until it is signed.
  • Signed and sealedA tamper-evident PDF with a certificate of completion, ready for the file.
CopyCat vs Polly

Proposal generation software built for growing P&C teams.

Polly is good for elementary proposals. CopyCat is built for agencies growing past a handful of producers, where every account manager has to produce the same polished proposal and leadership needs to see the work. It covers the crucial P&C workflows agencies run every day: commercial and personal lines proposal generation, quote and renewal comparisons, and policy checking, all in one shared workspace with the agency’s own templates, a team board, an activity log, and an analytics dashboard. Proposals open in CopyCat’s built-in document editor, so nobody exports to Word to fix them. Alongside the proposal, CopyCat offers one of the best quote and renewal comparisons in the category and agency marketing material such as one-page summaries and email summaries.

CopyCat and Polly compared for insurance proposal generation
CapabilityCopyCatPolly
Best forGrowing P&C agencies with several producers and complex commercial and personal lines accountsElementary, self-service proposals
FocusProposal generation, quote and renewal comparisons, policy checking, contract reviewInteractive web proposals, video, and view tracking
Carrier documentsReads multi-carrier commercial, E&S, MGA, and home-auto-umbrella packetsHomepage demonstrates a 2–4 option quote matrix
Source-page citationsEvery value links to its carrier pageNot a published feature
Your agency templateYour exact format, fully editable, AI editor built in20+ prebuilt templates
Team workspaceShared board for every producer and account manager, activity log, analytics dashboardSee current plans
Policy checkingBound policy vs quotes, schedules, and ACORDsNot a published feature
Time to first proposalSame day, no training programSame day

CopyCat vs PollyAll comparisons

Published by CopyCat. Polly details come from Polly’s own site; sources are on the comparison page.

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.
Maria K.Account Manager, Mid-Market Commercial
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.
Gary M.Producer, Commercial Lines, NY
Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.
Aaron SmithFounder & CEO, Aaron Smith Insurance Group
Questions

Insurance proposal builder questions.

Can AI edit my insurance proposal for me?

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.

What documents can I add?

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.

Can it match our agency brand?

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.

Can CopyCat make insurance proposals in Spanish?

Yes. Pick English, Spanish, or French on each proposal. CopyCat translates the headings, coverage names, explanations, and recommendations on your agency’s own template, and leaves limits, deductibles, and premiums exactly as quoted. Money and date formats follow your agency’s location.

How do I verify an AI-generated proposal?

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.

Does CopyCat generate insurance quotes or replace our AMS?

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.

How does CopyCat compare to Polly?

Polly is good for elementary proposals: a self-service template, an interactive web page, and video. CopyCat focuses on the crucial P&C workflows: commercial and personal lines proposal generation from carrier documents, cited quote and renewal comparisons, and policy checking, all in the agency’s own template.

Does CopyCat work for larger agency teams?

Yes. Every producer and account manager works from the same agency templates on a shared board, so proposals look the same no matter who built them. An activity log shows who changed what, an analytics dashboard shows volume across the team, and larger agencies can choose usage-based pricing with a monthly minimum. Onboarding includes a branding call so the template is right before the team rolls out.

Related resources

Go deeper on the workflow.

Product update · 6 min

Meet the agentic AI proposal editor

Ask for a change, let AI edit the proposal, and review the result before sharing.

Read articleBuyer’s guide · Evaluation

Choose proposal software for the work your agency does

Compare extraction, source verification, editing, template fit, and the final client deliverable.

ExploreGuide · 8 min

Spanish insurance proposal templates for agencies

What to translate, what to leave exactly as quoted, and an English to Spanish coverage glossary.

Read articleTemplates · Product

Keep the proposal format your clients recognize

Use your agency’s branding, coverage tables, sections, and standard language.

ExploreGuide · 8 min

Why customization helps insurance proposals close

See why brand, coverage structure, workflow fit, and the broker’s personal recommendation matter more than a logo swap.

Read articleCase Study · 20-person agency

How a commercial agency added $5M in annual premium in four months

The team doubled output without doubling headcount by making CopyCat the path from quote to proposal.

Read case studyExamples · Real output

Read the proposals before you book a demo

See branded, policy-grounded examples across commercial coverage lines.

Explore
See your proposal in CopyCat

Bring one account. We’ll show you the workspace.

Request A Demo