Upload carrier quotes
Add one quote or a full multi-carrier, multi-line account. CopyCat reads the entire file without a per-page limit.
Insurance Proposal Software
Insurance proposal software: carrier quotes in, client-ready proposal out.
CopyCat turns carrier PDFs into branded, editable proposals for commercial and personal lines. Every limit, deductible, premium, and coverage detail stays tied to the source quote.
Ironhill Construction LLCContractor proposal · 2026Quotes in
Start with the documents you already have.
Upload one carrier quote or a complete multi-line account. CopyCat reads the entire submission.
Drop in the carrier quote setPDF, Word, Excel, or email attachments
Liberty_Quote.pdfProperty · 48 pages✓ Read
Travelers_Quote.pdfPackage · 61 pages✓ Read
Umbrella_Option.pdfExcess · 16 pages✓ Read
How it works
Proposal generation without rebuilding the document.
Your team keeps the review and client judgment. CopyCat handles the document assembly between the carrier quote and the finished proposal.
Review the generated proposal
Coverage tables, premiums, exclusions, conditions, and agency language are placed into your proposal format automatically.
Edit, verify, and export
Open any source citation, make changes in the editor, save a version, and export the branded PDF for the client.
Flexible by design
One system. Multiple proposal formats.
Save as many templates as you need, or use a custom template built around your agency’s exact format.
Show templatesDetailed multi-line proposals for standard, E&S, and program business.
Explore CommercialClear packages for home, auto, renters, and umbrella.
Explore Personal LinesBranded market summaries and formula-driven workbooks.
Explore BenefitsWhat good software should do
More than a prettier carrier PDF.
Preserve your agency brand
Use your logo, colors, language, section order, and existing proposal format instead of forcing every agency into one template.
Handle insurance detail
Build line-specific tables for limits, sublimits, deductibles, forms, exclusions, endorsements, and conditions to bind.
Show the source
Let a broker click a citation and see exactly where the value appeared in the carrier quote before it reaches the client.
Stay editable
Make the generated proposal a starting point your team can review, rewrite, version, and finalize in the same workspace.
Work across carriers
Normalize admitted, non-admitted, MGA, and Lloyd’s formats without maintaining a separate template for every market.
Fit the current stack
Keep your AMS, CRM, carrier portals, and email. CopyCat owns the client-deliverable step instead of forcing a migration.
Finish the broker workflow
Add broker fees, supplemental documents, premium-financing options, and payment links to the same client-ready package.
Built for teams
Proposals the whole agency can pick up.
Org-wide shared proposals
Every proposal is shared across your organization the moment it’s created. Anyone can open, edit, and send an account’s proposal without emailing files around.
My board, or the whole floor
Producers scope the board to their own book; managers flip to All proposals and see owner avatars on every card, so who’s on what is never a question.
A full audit log
Every edit, rename, export, and finalize is attributed and timestamped. The E&O paper trail writes itself.
20-person commercial agency+$5Mannual premium in four months
“We’ve used CopyCat every single day since we started. The default is upload the quotes, run the risk analysis, confirm it with the client, and put it into the proposal.”Read the case study
Questions
Insurance proposal generation, clearly explained.
What is insurance proposal software?
Insurance proposal software converts carrier quotes into a polished client presentation. CopyCat extracts coverage, limits, deductibles, premiums, exclusions, and conditions from the source documents, then fills an agency-branded proposal that remains editable before export.
Does CopyCat support commercial and personal lines?
Yes. CopyCat generates proposals for multi-line commercial accounts and personal lines such as home, auto, renters, and umbrella. Commercial accounts can include multiple carriers, coverage lines, E&S documents, and detailed source citations.
Can multiple people work on the same proposal?
Yes. Proposals are shared org-wide by default, so a producer can start a proposal and an account manager can finish it. The board scopes to My or All proposals with owner avatars, and an audit log records every edit, export, and send with who and when.
Can we use our existing insurance proposal template?
Yes. CopyCat can use a ready-made theme or reproduce your agency’s existing Word, PowerPoint, or InDesign proposal format. Your logo, colors, section order, tables, and standard language carry into each generated proposal.
Can brokers verify the numbers before sending?
Yes. Every extracted value can be traced to the carrier document and source page. Your team can review the citation, edit the proposal in CopyCat, save versions, and finalize the client-ready PDF.
Is employee benefits proposal creation included?
Employee benefits uses its own CopyCat workflow. Benefits brokers can upload new quotes, incumbent plans, census information, and contribution rules to create branded market summaries and live-formula workbooks.
What is insurance proposal software?+
Insurance proposal software converts carrier quotes into a polished client presentation. CopyCat extracts coverage, limits, deductibles, premiums, exclusions, and conditions from the source documents, then fills an agency-branded proposal that remains editable before export.
Does CopyCat support commercial and personal lines?+
Yes. CopyCat generates proposals for multi-line commercial accounts and personal lines such as home, auto, renters, and umbrella. Commercial accounts can include multiple carriers, coverage lines, E&S documents, and detailed source citations.
Can multiple people work on the same proposal?+
Yes. Proposals are shared org-wide by default, so a producer can start a proposal and an account manager can finish it. The board scopes to My or All proposals with owner avatars, and an audit log records every edit, export, and send with who and when.
Can we use our existing insurance proposal template?+
Yes. CopyCat can use a ready-made theme or reproduce your agency’s existing Word, PowerPoint, or InDesign proposal format. Your logo, colors, section order, tables, and standard language carry into each generated proposal.
Can brokers verify the numbers before sending?+
Yes. Every extracted value can be traced to the carrier document and source page. Your team can review the citation, edit the proposal in CopyCat, save versions, and finalize the client-ready PDF.
Is employee benefits proposal creation included?+
Employee benefits uses its own CopyCat workflow. Benefits brokers can upload new quotes, incumbent plans, census information, and contribution rules to create branded market summaries and live-formula workbooks.
See it on your documents
Bring one quote set. We’ll build the proposal.
Use a real commercial or personal lines account and see the branded output before your team changes its workflow.
Book a Demo