Auto Insurance Proposal Software | CopyCat

2× more likely to close with a CopyCat proposal

Used by agencies nationwide Commercial, personal lines, benefits, and specialty teams.

Used By Independent Agencies Nationwide

What to compare in an auto proposal

Liability limits

Show bodily injury and property damage protection in a consistent format.

UM and UIM coverage

Keep uninsured and underinsured motorist options visible beside liability.

Physical damage

Compare comprehensive and collision deductibles by vehicle.

Optional protection

Surface rental reimbursement, roadside assistance, gap coverage, and endorsements.

Drivers and vehicles

Confirm that the quoted household, operators, and autos line up across options.

Premium and discounts

Present term premium, payment details, and available package discounts with context.

From rater to recommendation

Upload the returned carrier quotes. CopyCat organizes the coverage so you can explain the options without retyping every value.

Look beyond the premium

Compare liability limits, deductibles, endorsements, and vehicle coverage alongside price. Check the source before recommending an option.

Bring the household together

• Combine auto, home, renters, and umbrella.
• Show discounts and coverage tradeoffs.
• Write the recommendation in your own words.
• Export in your agency’s template.

Questions brokers ask

What is auto insurance proposal software?

Auto insurance proposal software organizes carrier quotes into a client-facing comparison. CopyCat extracts the quote details, cites the source pages, and fills an editable proposal in the agency’s brand.

Does CopyCat quote or rate auto insurance?

No. CopyCat works with the quote PDFs returned by carrier portals or comparative raters and turns them into a proposal.

Can CopyCat compare several auto carriers?

Yes. Teams can compare multiple carrier options and organize the limits, deductibles, vehicles, drivers, optional coverage, and premiums in one proposal.

Can an auto proposal include home and umbrella?

Yes. CopyCat can combine auto, homeowners, renters, condominium, and personal umbrella quotes into a single household package.

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
“Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.”
Aaron Smith Founder & CEO, Aaron Smith Insurance Group

See it with your own quotes.

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