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.
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.
Book a Demo.docx, .pdf, .indd exports, even printed PDFs of your existing proposals. If your team already uses it, we can rebuild it.
Most templates are live within a week. We do the build. Your team reviews. You send your first AI proposal that same week.
Unlimited templates per agency. Different one for Property, Benefits, large commercial accounts, one-page summaries. Pick at runtime.
Yes. Output is a real .docx file. Open in Word, make changes, export to PDF. Round-trip safe, formatting preserved.
Send us a sample proposal. We will show you the same template, AI-filled, before you commit.