**2×** output with the same team

**+$5M** annual premium in 4 months

**Daily** CopyCat usage since launch

Measured change

## Annual premium grew from $10M to $15M in four months.

Annual premium before CopyCat compared with the agency’s annual premium four months later.

Before CopyCat  
**$10M**  
After 4 months  
**$15M**

> “I love CopyCat so much. We upload the quotes, send the Coverage Comparison to the client, and turn the decision into a proposal.”  
Agency principal  
20-person independent commercial insurance agency

## The agency had room to grow. The team did not have more hours to give.

The constraint was not sales demand; it was the document work attached to every new account. Carrier quotes had to be compared, the differences had to be made clear for the client, and the chosen option had to be rebuilt as a proposal.

For a 20-person agency, growing without immediately adding headcount required a different operating rhythm. Asking the team to work later was not the answer.

## Coverage Comparison became the default behavior.

Instead of opening a blank document or comparison sheet, the team now follows one repeatable path:

1.  01  
**Upload**  
Drop the carrier quotes into Coverage Comparison.

2.  02  
**Share**  
Send the cited analysis directly to the client.

3.  03  
**Confirm**  
Review the recommendation and open questions together.

4.  04  
**Propose**  
Move the confirmed options into the client proposal.

> “Now our first move is always the same. We upload the quotes, let CopyCat build the Coverage Comparison, and send that to the client. Once they confirm the direction, we turn it into the proposal.”  
Agency principal

**Almost no manual review, without giving up control.**

The agency did not remove the human from the client decision. It removed the repetitive reconstruction that happened before the conversation. Every finding stays tied to the carrier source, and the team can change the analysis or proposal whenever an account calls for judgment.

That control made adoption easier. The quality made constant intervention unnecessary.

## More capacity became real growth.

The same 20-person team doubled its output and added $5 million in annual premium. The strongest signal was not a launch-week productivity spike; it was the habit that followed. CopyCat became part of the agency’s daily path from quote to client decision to proposal.

> “We’ve used CopyCat every single day since we started. It isn’t an extra tool anymore. It’s simply how we process the work.”  
Agency principal

Make this your default

## Bring one real workflow. We’ll show you the time you get back.

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