Trucking Insurance Proposal and Coverage Comparison Software

Keep auto liability, cargo, physical damage, and fleet schedules together. Turn a complex trucking quote packet into a proposal your client can follow.

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Drag and drop the carrier quotes
Trucking_Option_A.pdf61 pp · Commercial auto
PDF
Cargo_Option_B.pdf33 pp · Motor truck cargo
PDF
Fleet_Schedule.pdf16 pp · Vehicles and drivers
PDF
2×more likely to closewith a CopyCat proposal
Used by agencies nationwideCommercial, personal lines, benefits, and specialty teams.
Used By Independent Agencies Nationwide

What to compare on a trucking account

Auto liability

Compare limits, symbols, radius, filings, and important carrier conditions.

Physical damage

Organize stated values, deductibles, valuation terms, and vehicle schedules.

Motor truck cargo

Surface limits, deductibles, commodities, refrigeration, and key exclusions.

Drivers and units

Reconcile tractors, trailers, drivers, garaging, and operating details across files.

Supporting lines

Keep GL, non-trucking liability, umbrella, workers comp, and other quoted lines together.

Premium and finance

Show line-level cost, taxes, fees, installments, and premium-finance details.

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.
Maria K.Account Manager, Mid-Market Commercial
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.
Gary M.Producer, Commercial Lines, NY
Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.
Aaron SmithFounder & CEO, Aaron Smith Insurance Group

One view of the program

Bring separate carrier and coverage documents together. Lead with your recommendation while keeping vehicle, driver, and cargo details available.

Reconcile the schedules

Check quotes against vehicle values, driver lists, and supporting files. Flag mismatches before the client meeting.

Explain the renewal

  • Compare against the expiring program.
  • Highlight changed deductibles and conditions.
  • Link differences to source pages.
  • Export in your agency’s format.

Questions brokers ask

What is trucking insurance proposal software?

It organizes transportation carrier quotes and account schedules into a client-facing proposal. CopyCat adds document extraction, cited coverage comparisons, editing, and agency-branded output.

Which trucking coverage lines can CopyCat compare?

CopyCat can organize auto liability, physical damage, motor truck cargo, general liability, umbrella, non-trucking liability, workers compensation, and other lines found in the quote packet.

Can CopyCat compare the renewal with the expiring policy?

Yes. Add the expiring policy or prior proposal to compare current coverage with the proposed program and competing markets.

Can it review vehicle and driver schedules?

Yes. Vehicle schedules, stated values, driver lists, loss runs, and related account documents can be analyzed with the carrier quotes.

See it with your own quotes.

Your documents. Your agency’s format. Ready for your review.

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