E&S Insurance 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

steps: upload, review, export3

editable agency-branded proposal1

review priorities below6

What an E&S comparison needs to preserve

Coverage forms

Keep occurrence, claims-made, manuscript, and specialty wording visible.

Limits and sublimits

Compare primary limits, aggregates, sublimits, and attachment points.

Exclusions

Surface material restrictions instead of hiding them behind a premium summary.

Subjectivities

Organize outstanding items, warranties, inspections, and binding requirements.

Taxes and fees

Present surplus-lines taxes, stamping fees, policy fees, and total cost.

Source citations

Open every extracted term on the carrier, MGA, or Lloyd’s page behind it.

No carrier-by-carrier setup

Read changing MGA layouts and specialty documents in one workflow. Organize layered programs without building a new integration for each market.

Keep the terms beside the price

Compare exclusions, warranties, subjectivities, retroactive dates, and sublimits. Keep each finding connected to its source.

Make the handoff clear

• Review the market comparison.
• Add wholesale notes and recommendations.
• Apply the agency’s client format.
• Retain the source-linked review trail.

Questions brokers ask

Can CopyCat read E&S and Lloyd’s quote documents?+

Yes. CopyCat can process non-admitted carrier quotes, MGA binders, program documents, and Lloyd’s slips without a preset template for each market.

Can it compare manuscript exclusions and subjectivities?+

Yes. Teams can compare exclusions, conditions, subjectivities, forms, limits, deductibles, taxes, fees, and other source terms.

Does CopyCat support layered placements?+

Yes. The comparison can follow the account’s structure across multiple carriers, layers, and coverage lines rather than enforcing a fixed carrier count.

Can wholesalers use a custom proposal format?+

Yes. CopyCat can configure branded output for wholesale and retail workflows, including the sections and terminology the team already uses.

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.”

MKMaria K. Account Manager, Mid-Market Commercial

“Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.”

ASAaron Smith Founder & CEO, Aaron Smith Insurance Group

See it with your own quotes.

Your documents. Your agency’s format. Ready for your review.