Best Insurance Proposal Software for Brokers | 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 test before buying

Source-document accuracy

Upload the worst quote in your current pipeline, not a clean vendor sample.

Traceability

Ask whether a producer can jump from a proposal value to the exact carrier page.

Template fidelity

Confirm the output can match the format clients already recognize.

Comparison depth

Test limits, deductibles, exclusions, sublimits, and renewal changes, not just premium.

Lines of business

Verify commercial, personal, and benefits workflows separately.

Editing and handoff

Make sure the team can correct, rearrange, and finalize the output without starting over.

Start with the proposal your client needs

CopyCat takes the carrier quotes and supporting account files, organizes the coverage options, and applies your agency’s format. Your team checks the sources, edits the recommendation, and exports the final PDF. Use that complete workflow as the basis for evaluation.

Five capabilities to check

• Read carrier and MGA documents without separate setup.
• Verify values on their source pages.
• Match your agency’s branding and layout.
• Compare coverage and renewal changes.
• Edit the recommendation before sending.

Choose for your agency’s requirements

Start with CopyCat when source-document review, coverage detail, and your agency’s proposal format are central to the purchase. If your decision also depends on video, e-signatures, engagement tracking, or native AMS synchronization, test those requirements explicitly with each vendor.

Questions brokers ask

What is insurance proposal software?

Insurance proposal software helps brokers turn carrier quotes and policy information into a client-facing proposal. More advanced tools also extract document data, compare coverage, cite source pages, and automate the agency’s existing template.

How should an agency evaluate proposal software?

Run the same difficult account through every product. Compare extraction accuracy, time to verify, template fidelity, editing effort, and the usefulness of the final client deliverable.

Does CopyCat replace an AMS or CRM?

No. CopyCat works beside the agency’s systems of record and focuses on the client deliverable: proposals, quote comparisons, renewal coverage comparisons, and benefits workbooks.

Can CopyCat match our current proposal format?

Yes. CopyCat can configure the output to match how your agency works today, or offer proven proposal formats designed to make options easier for clients to understand.

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.”
MK Maria K. Account Manager, Mid-Market Commercial

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

See it with your own quotes.

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