Risk Analysis
Insurance risk analysis: compare every quote, send the one-pager.
Upload any mix of documents, including competing quotes, ACORDs, renewals, loss runs, fleet and driver schedules, with no page limits. Compare them side by side, chat across every page, then send a one-page summary or a full editable analysis.
Quote comparison & analysis
One-page summary or full editable analysis.
Compare as many quotes as you need, chat across every page, and choose the output that fits the conversation. Every finding stays cited to the exact carrier quote and source page.
Risk analysis1Upload the quotesAny carrier PDF, any page count. 2See what changedPrice, valuation, deductibles, and exclusions. 3Send the recommendationA one-page brief and full cited analysis.
Three carrier PDFs. One decision your client can understand.
CopyCat compares the quote set, finds the tradeoffs, and keeps the source page behind every answer.
RecommendationLiberty Mutual is the best overall fit.
RSUI costs $477 less, but changes the building to Actual Cash Value and removes two coverages.
CopyCat Risk AnalysisHarbor Point Properties · 2026 renewalAnalysis ready in02:14
Step 1
Drop in every carrier quote.
Any format, any page count. CopyCat reads and normalizes the full quote set.
Liberty_Property_Quote.pdf47 pages · Admitted✓ Ready
Brit_Syndicate_2987.pdf62 pages · Non-admitted✓ Ready
RSUI_Property_Proposal.pdf38 pages · Non-admitted✓ Ready
3 quotes normalizedComparison ready
Built for the renewal decision
Clear findings. Every source attached.
Send the one-page answer, then keep the full analysis ready when questions come back.
Your brand
Your logo, colors, cover page, and producer sign-off.
Every material change
Limits, sublimits, exclusions, endorsements, deductibles, and conditions to bind.
Page-level citations
Open the exact carrier document and page behind any finding.
Chat into the report
Ask a follow-up, keep the citations, and add the answer to the editable report.
Questions
Insurance risk analysis, clearly explained.
What documents can CopyCat compare in a risk analysis?
Any mix of carrier quotes, ACORD forms, renewal and expiring policies, loss runs, fleet and driver schedules, and statements of values (SOVs), with no page limits. CopyCat normalizes them into one cited comparison.
How does insurance quote comparison work in CopyCat?
Upload the competing carrier quotes and CopyCat builds a side-by-side coverage table for premiums, limits, deductibles, valuation, and exclusions. Every value is cited to the exact page of the source document.
Can I send my client a one-page summary instead of the full analysis?
Yes. Every risk analysis exports as a branded one-page decision summary or a full editable report, so you can send the answer first and keep the detail ready for follow-up questions.
How are citations verified?
Every number in the comparison links to the page of the carrier PDF it came from. Click any citation and the source page opens next to the analysis, highlighted.
Does risk analysis work with renewals?
Yes. Upload this year’s quote and last year’s policy and CopyCat flags every material change, including premium movement, coverage reductions, new exclusions, and deductible changes.
What documents can CopyCat compare in a risk analysis?+
Any mix of carrier quotes, ACORD forms, renewal and expiring policies, loss runs, fleet and driver schedules, and statements of values (SOVs), with no page limits. CopyCat normalizes them into one cited comparison.
How does insurance quote comparison work in CopyCat?+
Upload the competing carrier quotes and CopyCat builds a side-by-side coverage table for premiums, limits, deductibles, valuation, and exclusions. Every value is cited to the exact page of the source document.
Can I send my client a one-page summary instead of the full analysis?+
Yes. Every risk analysis exports as a branded one-page decision summary or a full editable report, so you can send the answer first and keep the detail ready for follow-up questions.
How are citations verified?+
Every number in the comparison links to the page of the carrier PDF it came from. Click any citation and the source page opens next to the analysis, highlighted.
Does risk analysis work with renewals?+
Yes. Upload this year’s quote and last year’s policy and CopyCat flags every material change, including premium movement, coverage reductions, new exclusions, and deductible changes.
Risk analysis feeds straight into proposal generation, and for employee benefits accounts, the same comparison engine powers benefits market summaries.
Bring your hardest renewal. We’ll turn it into a branded report.
15-minute demo with a real renewal of yours.