---
title: "AI Insurance Broker Software Features & Support | CopyCat"
description: "Explore CopyCat’s proposals, quote comparisons, contract review, policy checking, benefits workbooks, custom templates, and hands-on broker support."
url: https://www.runcopycat.com/learn-more
source: https://www.runcopycat.com
---
[![CopyCat AI](https://www.runcopycat.com/mark.svg)CopyCat AI](https://www.runcopycat.com/)

[Learn More about CopyCat insurance software](https://www.runcopycat.com/learn-more)[Security](https://www.runcopycat.com/#security)[Blog](https://www.runcopycat.com/blog)

Company

[Case Studies](https://www.runcopycat.com/case-studies)[About Us](https://www.runcopycat.com/about)

[FAQs](https://www.runcopycat.com/#faq)

[Log In](https://app.runcopycat.com)[Sign Up Today](https://www.runcopycat.com/#contact)

“

> Holy S\*\*t copycat is so good

Owner of a **25-person agency**

# 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 action](https://cal.com/graham-sabin/demo)

Bring your carrier quotes

Drop carrier PDFs here

Travelers\_GL.pdf47 pp · General Liability

PDF

Chubb\_Property.pdf62 pp · Property

PDF

Hartford\_WC.pdf38 pp · Workers' Comp

PDF

Generate Proposal

Make the proposal yours

Aaron Smith Insurance GroupProposal  Nº 2026

Schedule of Proposed Coverage

### Insurance  
_Proposal_

A confidential summary of proposed commercial coverage, prepared for the review and consideration of the named insured.

Contents

01Account & Carrier Summary02

02Cyber Liability, Proposed Coverage03

03Professional Liability / E&O04

04Premium Summary06

Presented To

Wylie Family Business LLC

Presented By

Aaron Smith Insurance Group

4300 S Louise Ave · Sioux Falls, SD

Prepared

Tami Link

06 / 12 / 2026

NW

FILE 2026-0432 · COMMERCIAL

2026

### RENEWAL  
PROPOSAL

NORTHWIND BROKERAGE   /   APEX MANUFACTURING

PREMIUM

$9,730

EFFECTIVE

03.15.26

CARRIERS

3

W

WESTBROOK & ASSOCIATES

2026 RENEWAL · COMMERCIAL

### Commercial  
Insurance Proposal

Coverage summary, carrier comparison, and bind-ready quote schedule for Apex Manufacturing.

CLIENT

Apex Manufacturing

EFFECTIVE

Mar 15, 2026

PREMIUM

$9,730

## From the first quote to the next renewal.

[

### Client proposals

Turn carrier quotes into editable commercial and personal lines proposals in your agency’s exact style.

](https://www.runcopycat.com/insurance-proposal-software)

[

### Quote comparison

Compare premiums, limits, deductibles, and exclusions side by side, with references to the source.

](https://www.runcopycat.com/insurance-quote-comparison-software)

[

### Renewal reviews

See what changed from the expiring policy. Share a one-page summary or the full analysis.

](https://www.runcopycat.com/commercial-renewal-comparison-software)

[

### Contract review

Match contract requirements to supplied policies. Separate coverage gaps from missing evidence.

](https://www.runcopycat.com/insurance-contract-review-software)

[

### Policy checking

Check the bound policy against the approved quote and additional documents. Flag changed terms and missing forms.

](https://www.runcopycat.com/commercial-insurance-policy-checking-software)

[

### Benefits workbooks

Build employee benefits market summaries and contribution sheets, ready to edit in Excel.

](https://www.runcopycat.com/employee-benefits-proposal-software)

[

### Your templates, your brand

Keep your layouts, colors, coverage sections, and recommendations. Edit the output without starting over.

](https://www.runcopycat.com/insurance-proposal-template)

[

### Chat with your documents

Ask follow-up questions across the account files and check the source behind each answer.

](https://www.runcopycat.com/#quote-chat)

[

### Agency analytics

See quoted premiums, account exposures, lines of business, and producer activity across your entire agency.

](https://www.runcopycat.com/#analytics)

## Great software.  
Even better support.

[Meet the people behind CopyCat](https://www.runcopycat.com/about)

Talk 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.

## Bring an account. We’ll show you what’s possible.

[Book a demo](https://cal.com/graham-sabin/demo)