CopyCat resource library
Better insurance proposals start with a better workflow.
Practical guides for evaluating proposal software, comparing carrier quotes, reviewing renewals, and creating clearer client deliverables.
Featured guides
Start with the decision in front of you
Best Insurance Proposal Software for Independent Brokers
A practical guide to choosing insurance proposal software based on document extraction, quote comparison, citations, template control, and lines of business.
Read guide →Workflow guideInsurance Quote Comparison Software
Compare insurance quotes with AI, review renewal changes and coverage gaps, ask source-based questions, and share one-page summaries or full quote analysis.
Read guide →Commercial lines guideCommercial Insurance Renewal Comparison Software
Compare expiring policies with renewal quotes, identify material coverage changes, and create a cited client-ready renewal review.
Read guide →Commercial lines workflowCommercial Insurance Policy Checking Software
Check bound policies against quotes, schedules, SOVs, ACORDs, and account data. Find changed terms and missing forms with source-page citations.
Read guide →P&C agency workflowP&C Insurance Proposal Software for Independent Agencies
Property and casualty insurance proposal software for independent agencies. Turn commercial and personal-lines carrier files into cited, branded proposals.
Read guide →Personal auto workflowAuto Insurance Proposal Software for Independent Agents
Turn personal auto carrier quotes into clear, branded proposals with cited limits, deductibles, premiums, discounts, and coverage comparisons.
Read guide →Personal property workflowHomeowners Insurance Proposal Software
Create branded homeowners insurance proposals with cited dwelling limits, deductibles, endorsements, premiums, and home-and-auto package comparisons.
Read guide →Transportation insurance workflowTrucking Insurance Proposal and Coverage Comparison Software
Build trucking insurance proposals and coverage comparisons from carrier quotes, vehicle schedules, driver lists, loss runs, and policy documents.
Read guide →E&S and wholesale workflowE&S Insurance Proposal and Coverage Comparison Software
Compare E&S, MGA, and Lloyd’s quote documents and create cited, editable insurance proposals without carrier-specific template setup.
Read guide →Inland marine workflowInland Marine Insurance Proposal and Coverage Comparison Software
Create inland marine proposals and cited coverage comparisons for equipment, builders risk, installation, cargo, and scheduled property.
Read guide →Cyber insurance workflowCyber Insurance Proposal and Coverage Comparison Software
Compare cyber insurance quotes across limits, retentions, insuring agreements, sublimits, exclusions, services, and premiums with source citations.
Read guide →Multi-line package workflowCommercial Package Proposal and Coverage Comparison Software
Combine property, liability, auto, workers comp, umbrella, cyber, and inland marine quotes in one cited commercial package proposal.
Read guide →Proposal format guideCreate a Branded Insurance Proposal PDF
Turn carrier quotes into an editable, branded insurance proposal and export a polished PDF in your agency’s existing format.
Read guide →Commercial insurance workflowInsurance Contract Review Software for Brokers
Review contractual insurance requirements against policies and endorsements. CopyCat surfaces coverage gaps, missing evidence, and source-linked findings for brokers.
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Products, examples, and comparisons
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