Commercial Package 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 a package proposal should connect
Commercial property
Locations, values, valuation, coinsurance, deductibles, and catastrophe terms.
General liability
Limits, aggregates, classifications, forms, and important exclusions.
Business auto
Symbols, liability, physical damage, vehicles, drivers, and HNOA treatment.
Workers compensation
Statutory coverage, employer’s liability, states, classifications, and experience details.
Umbrella and specialty
Attachment points, excess layers, cyber, inland marine, management liability, and other lines.
Total account cost
Premiums, taxes, fees, installments, financing, and cross-line package economics.
One proposal for the program
Lead with your recommendation. Organize coverage by exposure and show the carrier behind each line, with sources available for review.
Compare mixed-carrier options
Compare package and monoline placements together. Keep line-specific conditions visible when different carriers offer the strongest fit.
Use the same account file
- Upload quotes and supporting documents.
- Compare markets and renewal terms.
- Carry the selected program into the proposal.
- Export in your agency’s format.
Questions brokers ask
What is commercial package proposal software?
It combines multiple commercial coverage lines into one client-facing proposal. CopyCat also extracts source data, compares options, cites carrier pages, and keeps the output fully editable.
Can CopyCat compare package and monoline quotes?
Yes. Teams can compare a carrier package with separate monoline options and organize the selected program by coverage line.
How many carriers and lines can a package include?
CopyCat does not cap the comparison at a fixed number of carriers or lines. The workspace and proposal can follow the account’s actual structure.
Can it compare the package with the expiring program?
Yes. Add the expiring policies or prior proposal to identify changed limits, deductibles, forms, exclusions, and premiums across the renewal.
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.