CopyCat AI

CopyCat AI provides insurance proposal software designed for brokers and independent agencies. Its platform turns carrier quote PDFs into branded, client-ready proposals, helping teams compare coverage, review source documents, and edit details before sharing recommendations. Brokers can use their own templates and formats, with CopyCat configuring the system to match their agency’s style and review process.

The software supports commercial insurance, personal lines, and employee benefits. For commercial accounts, it brings together coverage such as property, liability, workers’ compensation, cyber, and excess and surplus lines. Personal-lines proposals can present home, auto, renters, and umbrella coverage, while employee-benefits tools create editable market summaries and contribution workbooks.

Additional capabilities include quote comparison, renewal review, policy and contract checking, proposal templates, and AI-assisted editing. Extracted information can be checked against carrier documents with source citations, and coverage terms are translated into clearer language for clients. CopyCat AI says its tools help reduce repetitive work, identify coverage differences, and give brokers more time for client conversations and new business.