--- title: "Insurance Proposal Builder & AI Editor | CopyCat" description: "Build branded insurance proposals from carrier PDFs. Ask CopyCat’s AI editor to make changes, compare quotes, review source citations, and export your proposal." url: https://www.runcopycat.com/insurance-proposal-software source: https://www.runcopycat.com --- # An insurance proposal builder that fits your agency. [Commercial lines](https://www.runcopycat.com/commercial-insurance-proposal-software)[Personal lines](https://www.runcopycat.com/personal-lines-proposal-software) CopyCat’s insurance proposal builder turns carrier PDFs into agency-branded proposals. Compare quotes, then ask the agentic AI editor to carry out changes directly in the proposal. Check source citations, review the edits, and export the finished PDF. Carrier quotes_+_SOVs & ACORDs_+_Finance documents**Client-ready proposal** [Book a demo](https://www.runcopycat.com/#contact) [See sample proposals](https://www.runcopycat.com/insurance-proposal-examples#unlock-samples) Proposals Evergreen Landscape**Evergreen Landscape proposal** COASTALINSURANCE GROUP COMMERCIAL INSURANCE PREPARED FOR ### Evergreen Landscape Insurance proposal · July 2026 – July 2027 #### Coverage recommendation A package for your growing operations, bringing property, liability, and auto coverage into one clear proposal. #### Premium summary | Coverage | Carrier | Annual premium | | --- | --- | --- | | General Liability | Travelers | $18,420 | | Commercial Property | Travelers | $12,680 | | Commercial Auto | Liberty Mutual | $9,540 | | Total annual premium | $40,640 | Prepared by Coastal Insurance GroupPage 1 of 4 Ask for a change. See it in your proposal. Example account.Replay edit Used By Independent Agencies Nationwide ![Aaron M Smith Insurance Group](https://www.runcopycat.com/agency-logos/aaron-smith-ca1e70c8.webp)![AIP Insurance Group](https://www.runcopycat.com/agency-logos/aip-3e4d94cd.webp)![Blue Marlin Insurance](https://www.runcopycat.com/agency-logos/blue-marlin-b026d344.webp)![Capital Gate Insurance](https://www.runcopycat.com/agency-logos/capital-gate-1dae66e2.webp)![Clients First Insurance](https://www.runcopycat.com/agency-logos/clients-first-8bb0ef13.webp)![DHW Insurance Brokers](https://www.runcopycat.com/agency-logos/dhw-0a459d8f.webp)![GMC Insurance Brokers](https://www.runcopycat.com/agency-logos/gmc-a4d6be30.webp)![Parsons Insurance](https://www.runcopycat.com/agency-logos/parsons-055eeeeb.webp)![Paul Diaz Insurance Agency](https://www.runcopycat.com/agency-logos/paul-diaz-160ed9df.webp)![PEER Insurance Brokers](https://www.runcopycat.com/agency-logos/peer-a373baf9.webp)![RiskDesk Insurance Agency](https://www.runcopycat.com/agency-logos/riskdesk-41e4c688.webp)![Rizo Insurance](https://www.runcopycat.com/agency-logos/rizo-193ea221.webp)![RPM Insurance & Risk Management](https://www.runcopycat.com/agency-logos/rpm-29b1d73c.webp)![Steadfast Insurance](https://www.runcopycat.com/agency-logos/steadfast-7876332c.webp)![Trevant Insurance Agency](https://www.runcopycat.com/agency-logos/trevant-adf86f40.webp)![Valor Insurance Brokers](https://www.runcopycat.com/agency-logos/valor-a381f095.svg)![VP Insurance Services](https://www.runcopycat.com/agency-logos/vp-f3e98cc2.webp)![Yates Insurance](https://www.runcopycat.com/agency-logos/yates-f99eeec0.webp) ## 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](https://www.runcopycat.com/commercial-insurance-proposal-software)[ ### Personal lines Present household coverage together, with a clear comparison and your recommendation. Home, auto, renters, and umbrella](https://www.runcopycat.com/personal-lines-proposal-software)[ ### Employee benefits Turn carrier quotes into market summaries and contribution workbooks your team can edit. Excel output with your agency’s formulas](https://www.runcopycat.com/employee-benefits-proposal-software) [Explore the proposal builder](https://www.runcopycat.com/insurance-proposal-software)[Quote comparison](https://www.runcopycat.com/insurance-quote-comparison-software)[Renewal review](https://www.runcopycat.com/commercial-renewal-comparison-software)[Policy checking](https://www.runcopycat.com/commercial-insurance-policy-checking-software)[Contract review](https://www.runcopycat.com/insurance-contract-review-software)[Proposal templates](https://www.runcopycat.com/insurance-proposal-template)[Proposal examples](https://www.runcopycat.com/insurance-proposal-examples)[Compare proposal software](https://www.runcopycat.com/best-insurance-proposal-software) Explore the workspace ## Everything your team needs to finish the proposal. Recommended coveragesProposal editingTeam review Recommended coverages ### Know what else to consider. CopyCat checks your coverage database and recommends coverages worth adding. Agency coverage libraryLandscape services _+_**Hired & non-owned auto**Recommended for client operations_Add_ _+_**Equipment breakdown**Recommended for scheduled equipment_Add_ 2 coverages recommended 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](https://www.runcopycat.com/commercial-insurance-proposal-software) 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 Smith**Founder & 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 does an insurance proposal builder do? AI insurance proposal generation turns carrier quote documents into a structured client proposal. CopyCat extracts the coverage details, organizes the options, and applies the agency’s format. Brokers review the cited values and edit the recommendation before final PDF export. ### When is CopyCat a good fit for proposal generation? CopyCat fits agencies that receive carrier PDFs and need a branded, editable proposal with coverage comparisons and source references. It supports commercial and personal lines, including complex commercial accounts. Start with your own quote packet and current proposal format to assess the output. ### Can CopyCat compare coverage, quotes, and renewals? Yes. CopyCat compares competing carrier quotes and checks renewal terms against expiring coverage. Side-by-side breakdowns show premiums, limits, deductibles, exclusions, and other coverage differences, with source references so your team can investigate discrepancies and errors. ### Can we export a clean comparison summary as a PDF? Yes. Send a branded one-page decision summary or a detailed PDF comparison report. CopyCat organizes the coverage breakdown, key differences, and recommendation into a clear client deliverable, with source references available for review. ### How does CopyCat help reduce E&O risk? CopyCat helps teams catch discrepancies, missed coverage changes, and errors across quotes, policies, and renewals. Source citations and documented comparison summaries support a review trail for the recommendation. Your team verifies the findings and resolves open questions; the software does not eliminate E&O exposure. ### 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. ### 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. ### 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. ### 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. ### 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. ### Can we see a proposal before booking a demo? Yes. The proposal examples gallery includes contractor, small-business, and personal-lines examples. Use the gallery’s access form to view the sample PDFs, then bring a representative quote packet to a demo to evaluate your agency’s output. ### How should we compare insurance proposal tools? Give each vendor the same quote packet and agency template. Compare the coverage detail, source references, editing effort, final PDF, and total time including review. Check proposal presentation features and system requirements against what your team actually needs. 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 article](https://www.runcopycat.com/blog/agentic-ai-insurance-proposal-editor)[Buyer’s guide · Evaluation ### Choose proposal software for the work your agency does Compare extraction, source verification, editing, template fit, and the final client deliverable. Read article](https://www.runcopycat.com/best-insurance-proposal-software)[Templates · Product ### Keep the proposal format your clients recognize Use your agency’s branding, coverage tables, sections, and standard language. Read article](https://www.runcopycat.com/insurance-proposal-template)[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 article](https://www.runcopycat.com/blog/insurance-proposal-software-customization)[Case 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 study](https://www.runcopycat.com/case-studies/commercial-agency-doubles-output)[Comparisons · Product ### Compare coverage, quotes, and renewals in one clear report Catch discrepancies, verify source citations, and share a one-page PDF summary or a detailed comparison breakdown. Read article](https://www.runcopycat.com/coverage-comparison)[Examples · Real output ### Read the proposals before you book a demo See branded, policy-grounded examples across commercial coverage lines. Read article](https://www.runcopycat.com/insurance-proposal-examples) See your proposal in CopyCat ## Bring one account. We’ll show you the workspace. [Book a demo](https://www.runcopycat.com/#contact)