Insurance proposals that close faster.

Commercial linesPersonal lines

Run cited quote comparisons and coverage comparisons, verify every value, and completely customize the proposal your client sees.

Carrier quotes+SOVs & ACORDs+Finance documentsClient-ready proposal
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Evergreen Landscape proposal Editing now
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PRIVATE & CONFIDENTIAL
Prepared for

Evergreen Landscape

Commercial insurance proposal · July 2026 – July 2027

Coverage recommendation

A strong package for your growing operations, with clear limits across property, liability, and auto.

Recommended coverage+ Consider hired & non-owned auto
Premium summaryClick any value to verify it
CoverageCarrierAnnual premium
General LiabilityTravelers 1$18,420
Commercial PropertyTravelers 2$12,680
Commercial AutoLiberty Mutual 3$9,540
Total annual premium$40,640
Evergreen LandscapePage 4
Used By Independent Agencies Nationwide
Across CopyCat
2×more likely to closewith a CopyCat proposal
7–10hours saved every weekfor each broker
Explore the workspace

Everything your team needs to finish the proposal.

Recommended coverages

Know what else to consider.

CopyCat checks your coverage database and recommends coverages worth adding.

Agency coverage libraryLandscape services
+Hired & non-owned autoRecommended for client operationsAdd
+Equipment breakdownRecommended for scheduled equipmentAdd
2 coverages recommended
Drag and drop. Proposal in 90 seconds.

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

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
“Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.”
Aaron SmithFounder & CEO, Aaron Smith Insurance Group
Questions

Proposal work, without the extra steps.

Can my team work on the same proposal?

Yes. Share a proposal with teammates, see who is editing, and keep a version history in one workspace.

What documents can I add?

Add carrier quotes, financing agreements, schedules of values, ACORD forms, and supporting files to the same account.

Can it match our agency brand?

Yes. Your logo, colors, templates, sections, and standard language carry into every client proposal.

Can my team work on the same proposal?

Yes. Share a proposal with teammates, see who is editing, and keep a version history in one workspace.

What documents can I add?

Add carrier quotes, financing agreements, schedules of values, ACORD forms, and supporting files to the same account.

Can it match our agency brand?

Yes. Your logo, colors, templates, sections, and standard language carry into every client proposal.

Related resources

Go deeper on the workflow.

Guide · 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 studyPersonal lines · Product

Turn home, auto, and umbrella quotes into one clear package

See fully editable, agency-branded personal lines proposals with source-linked values.

Read articleExamples · Real output

Read the proposals before you book a demo

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

Read article
See your proposal in CopyCat

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