Choose your format
Pick a starting style or share the proposal your agency uses today.
Your brand, on every page.Insurance proposal templates.
Insurance proposal templates.
Made yours.
Start with a style you love or bring your agency’s existing format. CopyCat fills it from carrier quotes, ready for your finishing touch.
Your logo, your coverage sections, your client story.
More than a cover page.
A proposal should look and read like it came from your brokerage.
Your complete visual identity
Fonts, colors, page layouts, and logos. Keep the format your clients already know.
Coverage, organized your way
Set the sections and tables for commercial lines, personal lines, or a specific account.
Still yours to edit
Refine the wording, adjust a table, and add your recommendation before exporting the PDF.
NORTHLINE INSURANCE GROUP
Coverage at a glance.
Prepared for Harbor Point Properties
| Coverage | Limit | Deductible |
|---|---|---|
| Property | $2,500,000 | $25,000 |
| General liability | $1,000,000 | $0 |
| Equipment breakdown | $100,000 | $2,500 |
Your recommendation
Coverage shaped around your next chapter.
Harbor Point PropertiesPage 2
From your format to a finished proposal.
Drop in the quotes
CopyCat organizes the carrier information in your template.
Make it client-ready
Review the details, add your advice, and export your branded PDF.
A few practical questions.
What formats do you accept for insurance proposal templates?
PDFs are the most common. We can also work from images and spreadsheets, then rebuild the format during onboarding.
How long does a custom proposal template take?
Most custom templates are ready for review within a week.
Can we use multiple proposal templates?
Yes. Use different templates by team, account, or line of business.
Can we edit the generated proposal?
Yes. Edit in CopyCat, save versions, then export the final 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.”
“Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.”
Bring the proposal you’re proud of.
We’ll show you how CopyCat can make it for your next account.
See your template in CopyCat