CopyCat vs Vertafore Proposal Builder | 2026 Comparison
CopyCat vs Vertafore Proposal Builder
Vertafore Proposal Builder turns the data already in your management system into a branded proposal. CopyCat starts from the carrier quote documents themselves, which is the harder half of a commercial renewal.
Pick Vertafore Proposal Builder when
Choose Vertafore Proposal Builder if your agency runs on AMS360 or Sagitta, your policy data is already clean and complete in the system, and you want proposals that never leave the Vertafore stack.
Pick CopyCat when
Choose CopyCat if the source of truth is a stack of carrier quote PDFs rather than tidy AMS fields, if you need every figure traceable to the page it came from, or if you are not a Vertafore agency at all.
Side by side
| Feature | CopyCat | Vertafore Proposal Builder |
|---|---|---|
| Where proposal data comes from | Carrier quote and policy documents you upload | Policy data already in AMS360 or Sagitta |
| Agency management system required | None. Works alongside any AMS | Yes. Included with AMS360 and Sagitta |
| Sign-in requirements | Web app, no AMS credentials needed | AMS360 Online users need Vertafore Single Sign-On |
| Reading a carrier PDF | Core workflow. Extraction is the product | Not the design. Data is pulled from the management system |
| Page-level citations | Every extracted 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 |
| Employee benefits workbooks | Yes, live-formula Excel output | Not published as a feature |
| Brand and template control | Rebuilt to match your existing agency template | Brand and template libraries standardize content across divisions and lines |
| Published pricing | Flat monthly fee, no annual lock-in | Not published. Vertafore directs buyers to contact sales |
When Vertafore Proposal Builder is the better choice
- You are already an AMS360 or Sagitta agency and Proposal Builder is included, so the marginal cost of using it is nothing.
- Your policy data in the management system is complete and current, which makes pre-fill genuinely faster than re-reading a document.
- You want one vendor, one contract, and one support line across rating, management, and proposals.
- Standardizing template content across many divisions matters more to you than matching one agency format exactly.
When CopyCat is the better choice
- Your real input is a pile of carrier PDFs, Lloyd’s slips, MGA binders, and E&S quotes that never made it into the AMS as structured fields.
- You need to defend a number in front of a client, and "it came from the AMS" is not the same as a link to page 14 of the carrier quote.
- You want the coverage comparison, the renewal review, and the proposal to come out of one pass over the same documents.
- You are not on Vertafore, or you do not want your client deliverables locked to whichever AMS you happen to run this year.
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
Does CopyCat replace AMS360 or Sagitta?
No. CopyCat is not an AMS, a rater, or a CRM. It sits beside whatever management system you run and owns the client deliverable: the proposal, the quote comparison, the renewal coverage comparison, and the benefits workbook.
Do I need Vertafore to use CopyCat?
No. CopyCat is a web application with no AMS dependency and no integration project. Agencies on Applied Epic, AMS360, EZLynx, NowCerts, HawkSoft, or nothing at all use it the same way.
What does CopyCat cost compared to Vertafore Proposal Builder?
CopyCat is a flat monthly fee with no annual contract and no lock-in, and you can leave whenever. Vertafore does not publish pricing for Proposal Builder; it is described as included with AMS360 and Sagitta, and buyers are directed to contact sales.
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.