Client proposals
Turn carrier quotes into editable commercial and personal lines proposals in your agency’s exact style.
Holy S**t copycat is so good
Built around the way brokers work.
Branded proposals, coverage comparisons, and policy reviews. One workspace for commercial lines, personal lines, and benefits.
See CopyCat in actionBring your carrier quotes
Travelers_GL.pdf
PDFChubb_Property.pdf
PDFHartford_WC.pdf
PDFFrom the first quote to the next renewal.
Quote comparison
Compare premiums, limits, deductibles, and exclusions side by side, with references to the source.
Renewal reviews
See what changed from the expiring policy. Share a one-page summary or the full analysis.
Contract review
Match contract requirements to supplied policies. Separate coverage gaps from missing evidence.
Policy checking
Check the bound policy against the approved quote and additional documents. Flag changed terms and missing forms.
Benefits workbooks
Build employee benefits market summaries and contribution sheets, ready to edit in Excel.
Your templates, your brand
Keep your layouts, colors, coverage sections, and recommendations. Edit the output without starting over.
Chat with your documents
Ask follow-up questions across the account files and check the source behind each answer.
Agency analytics
See quoted premiums, account exposures, lines of business, and producer activity across your entire agency.
Great software.
Even better support.
Meet the people behind CopyCatTalk directly with the CopyCat team. We help configure your templates, get your team started, and work through product questions.
Your brokerage has its own way of working. We help make CopyCat fit it.