Insurance proposal generation, made yours.

CopyCat turns carrier PDFs into branded proposals and clear comparison summaries. Compare coverage, quotes, and renewals, help catch errors, and export clean PDFs with source citations and a documented review trail to help reduce E&O risk.

Carrier quotes + SOVs & ACORDs + Finance documents Client-ready proposal

CopyCat

Prepared for

Evergreen Landscape

Commercial insurance proposal · July 2026 – July 2027

Coverage recommendation 1

A strong package for your growing operations, with clear limits across property, liability, and auto.

Recommended coverage + Consider hired & non-owned auto

Premium summary

2× more likely to close with a CopyCat proposal

7–10 hours saved every week for each broker

Everything your team needs to finish the proposal.

Recommended coverages

Know what else to consider.

CopyCat checks your coverage database and recommends coverages worth adding.

+ Hired & non-owned auto Recommended for client operations Add

+ Equipment breakdown Recommended for scheduled equipment Add

Drop the quotes. Pick the look. Keep control.

CopyCat was shaped by watching brokers sell and finding the moments that confuse clients. The result is a proposal built for the conversation, not just the export.

Drop in carrier quotes

Drop carrier PDFs here

Generate Proposal

Pick your agency’s proposal style

Insurance Proposal

A confidential summary of proposed commercial coverage, prepared for the review and consideration of the named insured.

Contents

01 Account & Carrier Summary 02 Cyber Liability, Proposed Coverage 03 Professional Liability / E&O 04 Premium Summary

Presented To

Wylie Family Business LLC

Presented By

Aaron Smith Insurance Group

Prepared

Tami Link

RENEWAL PROPOSAL

NORTHWIND BROKERAGE   /   APEX MANUFACTURING

PREMIUM

$9,730

EFFECTIVE

03.15.26

CARRIERS

3

Commercial Insurance Proposal

Coverage summary, carrier comparison, and bind-ready quote schedule for Apex Manufacturing.

CLIENT

Apex Manufacturing

EFFECTIVE

Mar 15, 2026

PREMIUM

$9,730

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.”
MK Maria K. Account Manager, Mid-Market Commercial
“Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.”
AS Aaron Smith Founder & CEO, Aaron Smith Insurance Group

Questions about insurance proposal generation.

What is AI insurance proposal generation?

AI insurance proposal generation turns carrier quote documents into a structured client proposal. CopyCat extracts the coverage details, organizes the options, and applies the agency’s format. Brokers review the cited values and edit the recommendation before final PDF export.

When is CopyCat a good fit for proposal generation?

CopyCat fits agencies that receive carrier PDFs and need a branded, editable proposal with coverage comparisons and source references. It supports commercial and personal lines, including complex commercial accounts. Start with your own quote packet and current proposal format to assess the output.

Can CopyCat compare coverage, quotes, and renewals?

Yes. CopyCat compares competing carrier quotes and checks renewal terms against expiring coverage. Side-by-side breakdowns show premiums, limits, deductibles, exclusions, and other coverage differences, with source references so your team can investigate discrepancies and errors.

Can we export a clean comparison summary as a PDF?

Yes. Send a branded one-page decision summary or a detailed PDF comparison report. CopyCat organizes the coverage breakdown, key differences, and recommendation into a clear client deliverable, with source references available for review.

How does CopyCat help reduce E&O risk?

CopyCat helps teams catch discrepancies, missed coverage changes, and errors across quotes, policies, and renewals. Source citations and documented comparison summaries support a review trail for the recommendation. Your team verifies the findings and resolves open questions; the software does not eliminate E&O exposure.

Can it match our agency brand?

Yes. Your logo, colors, templates, sections, and standard language carry into every client proposal. CopyCat can configure your existing format, and your team can edit the content before delivery.

What documents can I add?

Add carrier quotes, financing agreements, schedules of values, ACORD forms, and supporting files to the same account. Include relevant endorsements and schedules so the team can review the proposal against the available evidence.

How do I verify an AI-generated proposal?

Open the source references and check material limits, deductibles, premiums, exclusions, and recommendations against the carrier documents. CopyCat keeps the proposal editable so the team can correct details and resolve questions before sharing it.

Can my team work on the same proposal?

Yes. Share a proposal with teammates, see who is editing, and keep a version history in one workspace.

Does CopyCat generate insurance quotes or replace our AMS?

CopyCat starts with the carrier quotes and account files your team provides. It prepares the proposal and comparison; it does not generate a bindable carrier price. Your AMS or CRM remains the system of record.

Can we see a proposal before booking a demo?

Yes. The proposal examples gallery includes contractor, small-business, and personal-lines examples. Use the gallery’s access form to view the sample PDFs, then bring a representative quote packet to a demo to evaluate your agency’s output.

How should we compare insurance proposal tools?

Give each vendor the same quote packet and agency template. Compare the coverage detail, source references, editing effort, final PDF, and total time including review. Check proposal presentation features and system requirements against what your team actually needs.