CopyCat vs GravityCerts Quote Proposals | 2026 Comparison
CopyCat vs GravityCerts Quote Proposals
GravityCerts Quote Proposals is a proposal module attached to an agency website platform, strong on presentation and engagement tracking. CopyCat is built around reading the carrier documents and standing behind every number in the output.
Pick GravityCerts when
Choose GravityCerts if you want a branded, trackable proposal page with video attached to the agency website you already run there, and you are comfortable keying the numbers yourself.
Pick CopyCat when
Choose CopyCat if the bottleneck is reading and reconciling carrier quotes rather than presenting them, or if you need a document deliverable rather than a web page.
Side by side
| Feature | CopyCat | GravityCerts |
|---|---|---|
| Primary job | Read carrier quotes and rebuild the deliverable | Present quotes as a branded, trackable proposal page |
| Where the numbers come from | Extracted from the carrier documents you upload | Entered by the agent |
| Deployment | Standalone web app | A la carte, or included with Teams Pass and Agency Pass website hosting |
| Lines of business | Commercial P&C, personal lines, employee benefits | Broad personal and commercial lines list |
| Output | Branded document and PDF in your agency template, plus Excel for benefits | Client-viewable proposal page on any device |
| Video walkthrough | No | Yes, recorded inside the platform |
| Open tracking and analytics | No | Yes, notifies you when a client views a proposal |
| Page-level citations | Every value links back to its source page | Not published as a feature |
| Renewal comparison against expiring | Yes, with material coverage changes flagged | Not published as a feature |
| Published pricing | Flat monthly fee, no annual lock-in | Not published on the product page; demo or pricing page required |
GravityCerts details taken from the company’s own published material, checked July 2026. Sources are listed at the bottom of this page. Products change, so confirm anything that decides your purchase.
When GravityCerts is the better choice
- You want the client to open a link, watch a short video, and see the options on one page rather than open an attachment.
- Knowing exactly when a proposal was viewed changes how you follow up, and CopyCat does not track that.
- You already host your agency website with GravityCerts, where the module is included with some packages.
- Your quotes are simple enough that typing the numbers is not the part that costs you the afternoon.
When CopyCat is the better choice
- The expensive part of your renewal is reading twelve carrier PDFs, not laying out the result.
- Your client expects a document in the agency’s format, and a hosted web page is not a substitute.
- You need the renewal diff: what changed against the expiring policy, and which changes are material.
- You write complex commercial accounts where a wrong sublimit is an E&O problem, so every figure needs a source.
What CopyCat costs, plainly
A flat monthly fee. No annual contract, no lock-in, no implementation charge, and no per-module add-ons. You can leave whenever. New capabilities ship into the plan you already pay for instead of arriving as upgrades.
Support goes to the team rather than a ticket queue. Most replies come back within minutes, and the commitment is to resolve product issues within six hours, including through renewal season.
Questions buyers actually ask
Can I use CopyCat and GravityCerts together?
Yes. They solve different halves of the problem. Nothing stops you from building the analysis and proposal in CopyCat and presenting or hosting it however you like.
Does CopyCat produce a shareable link or a document?
A document. CopyCat finalizes to a client-ready PDF in your agency template, and Excel workbooks for employee benefits.
Does CopyCat tell me when a client opens the proposal?
No. CopyCat logs every edit, export, and send inside your workspace for the audit trail, but it does not track the recipient.
Test it on the document that normally breaks things
Bring your worst carrier PDF and your own template. That is the only demo worth watching.