Package comparisons
Present home, auto, umbrella, renters, and specialty coverage together instead of forwarding separate carrier PDFs.
Personal Lines Proposal Software
Personal lines proposals clients can understand.
Upload home, auto, renters, and umbrella quotes. CopyCat builds a clean package comparison in your agency’s brand, keeps every value tied to the carrier source, and leaves the proposal fully editable.
SOC 2 Type IINo AI training on your documentsLive in days
Prepared forThe Parker FamilyHome + auto proposal
Dwelling coverage$725,000
Auto liability$250K / $500K
Umbrella$2,000,000
Package premium$6,840
Every cited value opens the exact source page.
Quick answer
What is personal lines proposal software?
Personal lines proposal software turns carrier home, auto, renters, dwelling fire, and umbrella quotes into one branded client presentation. CopyCat extracts the package details, organizes the coverage differences, connects values to source pages, and fills an editable agency template without retyping the quotes.
What it handles
A repeatable proposal for every personal lines package.
The client sees a clear recommendation. The account manager keeps the source detail and control behind it.
Carrier-source citations
Verify limits, deductibles, premiums, endorsements, and discounts against the exact quote page.
Agency branding
Use the agency’s logo, colors, standard language, producer information, and preferred package layout.
Multiple templates
Keep different formats for VIP clients, new business, renewals, and standard home-and-auto packages.
Editable recommendations
Add the producer’s recommendation and explain tradeoffs in plain language before the proposal goes out.
No carrier setup
Upload the quote format you received. CopyCat extracts first and applies the agency template afterward.
The workflow
From separate quotes to one clear package.
- 01
Upload the carrier PDFs
Add the home, auto, umbrella, renters, or dwelling documents for the account in one workspace.
- 02
Review the package comparison
See coverage and price together, ask questions across the files, and click citations when something needs verification.
- 03
Send the agency-branded proposal
Choose the right personal lines template, edit the recommendation, and export the client-ready document.
Built for the details
Personal lines coverage without the clutter.
CopyCat organizes the parts clients compare while preserving the details your team needs to verify.
- Homeowners dwelling and other structures
- Personal property and loss of use
- Wind, hail, and all-other-peril deductibles
- Personal liability and medical payments
- Personal auto liability and physical damage
- Uninsured and underinsured motorist
- Rental reimbursement and roadside assistance
- Personal umbrella limits
- Renters and condominium coverage
- Dwelling fire and secondary homes
- Scheduled property and endorsements
- Carrier discounts and package premiums
Why CopyCat fits
Software that molds around the way your brokerage works.
CopyCat was built in person with brokers, sitting beside them and watching real work move from source documents to client delivery. Both founders took the commercial broker exam to understand the complete broker lifecycle.
Your templates, review habits, terminology, and client process stay intact. CopyCat handles the document work without forcing the team into a generic workflow.
- Within 6 hours
- Our commitment when a live workflow needs a fix.
- One price
- New features, new workflows, and hands-on help included.
FAQ
Personal lines proposal software questions.
Can CopyCat create home and auto proposal packages?
Yes. CopyCat can combine home, auto, umbrella, renters, and other personal lines quotes into one branded package proposal.
Does personal lines proposal software replace a comparative rater?
No. A rater helps obtain prices. CopyCat handles the next step: turning the returned carrier quotes into a clear, branded, cited client proposal.
Can an agency use different personal lines templates?
Yes. Agencies can save multiple formats or use a custom template for new business, renewals, VIP households, or different producer teams.
Can account managers edit the proposal?
Yes. The generated document remains editable. Teams can change narrative, add recommendations, adjust the structure, save versions, and export the final PDF.
How are personal lines values verified?
Limits, deductibles, premiums, and other extracted values stay connected to the source carrier document and page through clickable citations.
Does CopyCat train AI on personal lines documents?
No. Customer documents are never used to train AI. CopyCat is fully web-based and SOC 2 Type II certified.
Use your own documents
Turn the next home and auto quote set into a proposal.
Bring a real personal lines package and see how CopyCat applies your branding, comparison structure, and source citations.
Book a Demo