Package comparisons
Present home, auto, umbrella, renters, and specialty coverage together.
Personal lines proposal software.
Drop in home, auto, renters, and umbrella quotes. CopyCat turns them into a clear, source-linked comparison you can completely customize.
Drop in the carrier quotes
Safeco_Home.pdf
PDFTravelers_Auto.pdf
PDFPersonal_Umbrella.pdf
PDFUsed By Independent Agencies Nationwide
The short answer
What is personal lines proposal software?
Bring home, auto, renters, and umbrella quotes into one editable proposal. Compare the differences and check the sources before sending.
Built for broker work
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 on the quote page.
Agency branding
Use your logo, colors, language, producer details, and preferred layout.
Multiple templates
Keep distinct formats for VIP clients, new business, renewals, and standard packages.
Editable recommendations
Explain the tradeoffs in plain language and tailor every part before sending.
No carrier setup
Upload the files you received. CopyCat structures them after extraction.
Coverage gap recommendations
Make the next-best coverage easy to see.
Review household coverage gaps and add a tailored recommendation to the proposal.
+60%higher chance to upsellwith a relevant recommendation in the proposal
Recommended coverage · Household protection
Add a $2M personal umbrella
The household has two vehicles, a youthful driver, and a primary home, but no umbrella coverage appears in the quote package.
Home + auto quotesKeep in proposal
Coverage changes, documented
Turn small changes into clear conversations.
Flag changed deductibles, limits, and endorsements. Keep the source behind each finding and a record of your review.
Explore coverage comparisonsRenewal reviewThe Parker Family
3 findingsCoverageBeforeQuotedSource
Dwelling$650K$725Kp.5
Wind deductible2%5%p.8
UmbrellaNone$2Mp.3
✓Review trail savedFinding, source page, recommendation, and final client report
How it moves
From separate quotes to one clear package.
- 01
Drop in the carrier PDFs
Add every home, auto, umbrella, renters, or dwelling quote together.
- 02
Review the package
See coverage and price side by side, with every value linked to its source.
- 03
Customize and send
Choose the template, edit the recommendation, and export the client-ready proposal.
The details stay intact
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
Customer voices
From the brokers using CopyCat.
We tag a quote, hit generate, and the proposal is in our brand voice. 1 hour of work in 2 minutes.
I used to spend hours on a single low-premium account. Now I can finish five in ten minutes and send them to clients the same day.
Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.
Questions
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.
Can CopyCat recommend personal lines coverage gaps in the proposal?
Yes. CopyCat reviews the home, auto, umbrella, and other account data you plan to send, then adds a customized, editable coverage recommendation to the proposal. Your team reviews the evidence and recommendation before sharing it.
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.
Request A Demo