Premium and fees
Total cost, taxes, fees, installments, and financing details where provided.
Workflow guide
Insurance Quote Comparison Software
Insurance quote comparison software should do more than place premiums in adjacent columns. It should normalize different carrier documents, preserve important coverage differences, and make every value easy to verify before a recommendation goes to the client.
A useful comparison includes
Limits and sublimits
The details that often disappear in a price-only summary.
Deductibles
Including wind, hail, percentage, waiting-period, and location-specific differences.
Exclusions and conditions
Material differences a client needs to understand before binding.
Source citations
A direct path back to the carrier page behind each value.
Agency narrative
Editable recommendations, notes, and next steps in your branded format.
Quote comparison and coverage comparison are related—not identical
A quote comparison evaluates competing options for the same placement. A renewal coverage comparison evaluates proposed terms against the expiring policy to show what changed. Many accounts need both views, but they answer different client questions.
CopyCat keeps both workflows in the same workspace while producing the right deliverable for each decision.
Why citations matter
A comparison is only useful if the team trusts it. CopyCat links extracted values to their source pages, letting a producer or account manager check the original wording in seconds. Citations shorten review and give the agency a clearer audit trail for how the deliverable was built.
Built for documents that do not line up
- Compare standard carrier PDFs alongside MGA and E&S documents.
- Normalize different labels without hiding the original source language.
- Add or remove rows, reorganize sections, and adjust the client narrative.
- Export a branded proposal rather than sending an internal spreadsheet.
Frequently asked questions
Questions brokers ask
How many carrier quotes can CopyCat compare?
CopyCat is not limited to a fixed number of carriers or coverage lines. The comparison can follow the structure the account requires.
Can it compare more than premium?
Yes. CopyCat can compare limits, sublimits, deductibles, exclusions, conditions, and other coverage details found in the source documents.
Can our team edit the comparison?
Yes. The comparison is created in an editable workspace before the team finalizes and exports the client-facing proposal.
Does quote comparison include renewal analysis?
It can. For a renewal, add the expiring policy or prior proposal so the team can compare proposed terms against current coverage as well as across markets.
Use your own documents