Clear recommendation
A concise explanation of the proposed program and important tradeoffs.
Create a Branded Insurance Proposal PDF
Create a client-ready proposal PDF in your agency’s style. Edit the recommendation, verify the coverage, and export when it is ready.
Drag and drop the carrier quotes
Travelers_GL.pdf
PDFChubb_Property.pdf
PDFHartford_WC.pdf
PDF2×more likely to closewith a CopyCat proposal
Used by agencies nationwideCommercial, personal lines, benefits, and specialty teams.
Used By Independent Agencies Nationwide
- steps: upload, review, export
- 3
- editable agency-branded proposal
- 1
- review priorities below
- 6
What a client-ready PDF needs
Branded structure
Agency logo, colors, typography, sections, and preferred ordering.
Scannable comparisons
Coverage and price differences clients can understand quickly.
Account detail
Named insureds, schedules, exposures, and coverage-specific context.
Consistent formatting
No broken tables, pasted screenshots, or mismatched carrier styles.
Verification before export
A review step with links back to the source pages.
Edit before you export
Make corrections in the workspace, then generate the PDF. Keep last-minute changes from becoming a formatting project.
Keep your agency’s style
Use your logo, colors, section order, and existing format. Choose another layout when the account needs a different presentation.
Choose the output
- A full commercial or personal-lines proposal.
- A one-page client summary.
- A source-linked carrier comparison.
- A renewal review against the expiring policy.
Questions brokers ask
Can CopyCat use our existing proposal template?
Yes. CopyCat can configure your current logo, colors, sections, and layout so the automated output follows the way your agency works today.
Can I edit the proposal before exporting it?
Yes. The proposal is editable in the workspace before the final PDF is created.
Can clients verify values in the exported PDF?
The team verifies values through source-page citations in CopyCat before export. The client-facing output stays clean and readable.
Can I see examples before booking a demo?
Yes. The proposal examples library includes gated commercial and personal-lines examples generated by CopyCat.
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.”
“Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.”
See it with your own quotes.
Your documents. Your agency’s format. Ready for your review.