Templates

Your template. Our AI. Every renewal goes out branded.

Send us the proposal format your agency already uses. CopyCat rebuilds it pixel-perfect during onboarding, then auto-fills every section from the carrier quote. Your team never touches a config file.

Template Library

30+ proposal templates.
Or send us yours.

Production-grade proposal aesthetics ship with the platform: institutional navy, editorial cream, modern minimal, and over 30 more. Upload your agency’s format and we add it as a custom template, pixel-perfect, during onboarding.

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ASIG
AARON SMITH
INSURANCE GROUP
PROPOSAL · 2026
SCHEDULE OF PROPOSED COVERAGE

Insurance
Proposal

A summary of proposed commercial coverage prepared for your review and consideration.

PRESENTED TO
Wylie Family Business LLC
PRESENTED BY
Aaron Smith Insurance Group
4300 S Louise Ave · Sioux Falls, SD
PREPARED BY · TAMI LINK06 / 12 / 2026
01 / 05Navy Institutional
30+production-grade templates ship with the platform
Modern MinimalNavy InstitutionalEditorial CreamStrong BoldClassic SerifEnterprise TowerCompact SummaryTwo-Column BriefCover + ScheduleLetter-of-AuthorityRenewal ComparisonLoss Run MemoCyber CoverageManagement LiabilityBOP Single-PageE&O ProfessionalCrime / FidelityInland MarineMulti-Carrier TowerExcess + UmbrellaWorkers CompCommercial AutoProperty + GL BundleRisk InsightsCoverage RecommendationFinance AgreementStatement of ValuesProposal MemorandumBinder LetterBring Your Own
After the AI

Edit it like a Word doc.

The AI-filled proposal opens in a real document editor. Type into any section, tweak a number, drop a paragraph. Saves as you go and exports to .docx or .pdf when you’re ready to send.

Apex_Manufacturing_Renewal.docxSaved

Apex Manufacturing

2026 Commercial Renewal · Prepared by Westbrook & Associates

Coverage Summary

This renewal places Apex Manufacturing with Hartford as the primary carrier, offering an annual premium of $9,730, a 4.2% reduction from the 2025 expiring policy. All limits and deductibles remain consistent year-over-year.

Premium Schedule

CoverageCarrierPremium
General LiabilityHartford$6,180
PropertyChubb$2,450
Workers’ CompTravelers$1,100

Bind Conditions

Subject to receipt of signed application, current loss runs through Feb 2026, and statement of values. Quote valid through Mar 15, 2026.

Template FAQ

What formats do you accept?

.docx, .pdf, .indd exports, even printed PDFs of your existing proposals. If your team already uses it, we can rebuild it.

How long does it take?

Most templates are live within a week. We do the build. Your team reviews. You send your first AI proposal that same week.

What about multiple templates?

Unlimited templates per agency. Different one for Property, Benefits, large commercial accounts, one-page summaries. Pick at runtime.

Can we edit the output?

Yes. Output is a real .docx file. Open in Word, make changes, export to PDF. Round-trip safe, formatting preserved.

Want to see your template rebuilt?

Send us a sample proposal. We will show you the same template, AI-filled, before you commit.