Commercial and personal lines
Keep both sides of the P&C book in one repeatable proposal process.
P&C Insurance Proposal Software for Independent Agencies
Turn commercial and personal-lines quotes into clear, branded proposals. Keep coverage details and source references together, from a home policy to a complex P&C account.
Drag and drop the carrier quotes
Property_Option_A.pdf
PDFGL_Option_B.pdf
PDFAuto_Option_C.pdf
PDF2×more likely to closewith a CopyCat proposal
Used by agencies nationwideCommercial, personal lines, benefits, and specialty teams.
Used By Independent Agencies Nationwide
What a P&C proposal workflow should cover
Carrier-file extraction
Read the PDFs, schedules, ACORDs, SOVs, and policy documents the team already receives.
Coverage comparison
Compare limits, deductibles, premiums, exclusions, endorsements, and renewal changes.
Source verification
Open every important value on the exact carrier page before the proposal goes out.
Agency templates
Apply the right branded format for the account, producer, or line of business.
Team review
Let account managers and producers edit, comment, save versions, and approve the final output.
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.
Fit the account
A home-and-auto package and a layered property program need different detail. Keep the workflow familiar while tailoring the proposal to each account.
Start after quoting
Use the documents returned by carriers, raters, and portals. CopyCat organizes them for review and client delivery without replacing your AMS.
Keep your agency’s approach
- Use templates for different account types.
- Review recommendations before sending.
- Verify values on the source page.
- Build comparisons and proposals from the same files.
Questions brokers ask
What is P&C insurance proposal software?
P&C insurance proposal software turns property and casualty quote or policy information into client-facing proposals. CopyCat supports both commercial and personal lines, with document extraction, cited comparisons, editable recommendations, and agency-branded output.
Does CopyCat replace a comparative rater?
No. A rater obtains carrier prices. CopyCat handles the next stage by reading the carrier output, comparing coverage, and building the proposal the agency sends to the client.
Can one agency use different proposal templates?
Yes. Agencies can keep different layouts for commercial lines, personal lines, renewals, VIP households, producers, or other workflows.
Can CopyCat handle admitted and E&S P&C business?
Yes. CopyCat can process standard carrier documents along with MGA, E&S, Lloyd’s, and specialty-market files without a carrier-specific template setup.
See it with your own quotes.
Your documents. Your agency’s format. Ready for your review.