Custom Insurance Proposal Templates | CopyCat AI

More than a cover page.

A proposal should look and read like it came from your brokerage.

Your complete visual identity

Fonts, colors, page layouts, and logos. Keep the format your clients already know.

Coverage, organized your way

Set the sections and tables for commercial lines, personal lines, or a specific account.

Still yours to edit

Refine the wording, adjust a table, and add your recommendation before exporting the PDF.

Arial ⌄ B I UEdit like a Word doc

NORTHLINE INSURANCE GROUP

Coverage at a glance.

Prepared for Harbor Point Properties

Your recommendation

Coverage shaped around your next chapter.

From your format to a finished proposal.

1. Choose your format

   Pick a starting style or share the proposal your agency uses today.

2. Drop in the quotes

   CopyCat organizes the carrier information in your template.

3. Make it client-ready

   Review the details, add your advice, and export your branded PDF.

A few practical questions.

What formats do you accept for insurance proposal templates?

PDFs are the most common. We can also work from images and spreadsheets, then rebuild the format during onboarding.

How long does a custom proposal template take?

Most custom templates are ready for review within a week.

Can we use multiple proposal templates?

Yes. Use different templates by team, account, or line of business.

Can we edit the generated proposal?

Yes. Edit in CopyCat, save versions, then export the final PDF.

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

Bring the proposal you’re proud of.

We’ll show you how CopyCat can make it for your next account.