Employee benefits proposal software.

Upload benefits quotes. CopyCat normalizes the plans and builds your live-formula Excel workbook.

CopyCat Benefits Apex Manufacturing · Jan 1 renewal

Workbook ready in 03:00

✓ New quotes 2 Incumbent 3 Census 4 Branded workbook

Step 1

Upload the new carrier quotes.

Any carrier format. Any benefits line.

Aetna_Option_1.pdf Medical · 12 pages ✓ Ready
UHC_Option_2.pdf Medical · 15 pages ✓ Ready
+ Add another quote PDF or Excel

Step 2

Add the incumbent plan.

CopyCat maps renewal changes against the current plan.

Anthem_2026_Renewal.pdf Incumbent · Medical · 18 pages Extracted

Current monthly $74,820 Renewal change +8.4% Plans matched 4 / 4

Step 3

Bring the census information.

Enrollment tiers and contributions flow into the formulas.

XL Apex_Census_2027.xlsx 128 employees · 4 enrollment tiers ✓ Mapped

Employee 62

Employee + spouse 28

Employee + child 21

Family 17

Done in 3 minutes

Your workbook, formatted to your theme.

Live formulas, client-ready styling, and every carrier in one file.

APEX BENEFITS 2027 Medical Market Summary

Plan Renewal Aetna UHC
Employee rate $612.44 $584.20 $598.18
Monthly premium $81,104 $76,882 $78,540

Apex_2027_Market_Summary.xlsx Formatted with your logo, colors, and formulas Download

workbook types: summaries and contributions 2

steps: upload, review, download 3

editable Excel format 1

1 Upload quotes
Medical, dental, vision, life, disability, and stop-loss.

2 Review the data
Check plans, rates, funding, census, and contributions.

3 Download Excel
Get the live-formula workbook ready for review.

Medical Dental Vision Life STD / LTD Self-funded

Benefits workbooks, clearly explained.

What is a benefits market summary?

A side-by-side spreadsheet comparing carrier quotes against the incumbent plan, including premiums, plan designs, deductibles, and rate changes per line of coverage. CopyCat builds it as a live-formula Excel workbook, branded to your agency.

What inputs does CopyCat need for a benefits workbook?

Carrier quotes, the incumbent plan or renewal, and your census. Upload them as PDFs or spreadsheets. CopyCat extracts plans, rates, and tiers and computes the workbook.

Do the workbooks keep live Excel formulas?

Yes. Contribution modeling, employer/employee splits, and rate calculations export as real formulas, so you can adjust assumptions in Excel and the numbers recompute.

Which benefits lines are supported?

Medical, dental, vision, life, STD/LTD, and self-funded arrangements, including fully insured or level-funded quotes.

Benefits runs on the same platform as proposal generation and coverage comparison. One login for the whole agency.

From the brokers using CopyCat.

“Oh my God, making proposals used to take half my day. Now I can do it in five minutes. This is the best software we've ever bought.”
JJames Employee Benefits Broker, 15-broker agency

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

Bring one benefits quote set. We’ll build the workbook live.

See market summaries, contribution sheets, and the Excel output on a real quote set.