Clear recommendation
A concise explanation of the proposed program and important tradeoffs.
Proposal format guide
Create a Branded Insurance Proposal PDF
A good insurance proposal PDF makes a complicated decision easier. It gives the client a clear summary, preserves the important coverage details, looks like it came from the agency, and can be traced back to the source documents used to create it.
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.
Keep the PDF as the output—not the workspace
Static PDFs are easy to send and archive, but painful to revise. CopyCat gives the team an editable workspace for review and uses PDF as the polished final output. That keeps last-minute corrections from turning into a formatting project.
Match the way your agency already sells
CopyCat can reproduce the proposal approach your team uses today, including logo, colors, section structure, and ordering. Agencies that want a refresh can also choose from alternative formats designed to help clients compare options and reach a decision.
One source set, multiple useful outputs
- Create a full commercial or personal-lines proposal.
- Produce a concise one-page summary for an executive review.
- Build a carrier quote comparison with cited values.
- Compare renewal terms against the expiring program.
Frequently asked questions
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.
Use your own documents