Homeowners 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
What belongs in a homeowners proposal
Dwelling and valuation
Show the Coverage A limit and whether replacement-cost terms apply.
Related property limits
Organize other structures, personal property, and loss-of-use coverage.
Deductibles
Distinguish all-other-peril, wind, hail, hurricane, percentage, and named-storm terms.
Liability protection
Compare personal liability and medical payments across the options.
Endorsements and gaps
Surface water backup, ordinance or law, scheduled property, and other material differences.
Package economics
Present home, auto, and umbrella premiums or discounts as one household decision.
Make the differences clear
Bring terms from different carrier layouts into one comparison. Keep the original wording a click away for closer review.
Make deductibles visible
Show percentage, wind, and hail deductibles beside valuation, limits, and premium. Help clients understand their potential out-of-pocket exposure.
Build the household proposal
- Combine home, auto, renters, and umbrella.
- Show package discounts and tradeoffs.
- Explain relevant endorsements and gaps.
- Export in your personal-lines template.
Questions brokers ask
What is homeowners insurance proposal software?+ It converts homeowners carrier quotes into a structured client presentation. CopyCat extracts coverage and pricing, links values to the source documents, and creates an editable agency-branded proposal.
Can CopyCat compare wind and hail deductibles?+ Yes. CopyCat can surface flat-dollar, percentage, wind, hail, hurricane, named-storm, and other deductibles found in the carrier documents.
Can a homeowners proposal include endorsements?+ Yes. The proposal can include important endorsements and differences such as water backup, ordinance or law, scheduled property, equipment breakdown, and service-line coverage when present in the source files.
Can CopyCat create a home and auto bundle proposal?+ Yes. Home, auto, umbrella, renters, condominium, and other personal-lines quotes can be organized into one branded household proposal.