Insurance Quote Comparison Software | CopyCat
Used By Independent Agencies Nationwide
In the example above
annual premium difference $600
higher property deductible 2×
coverage question to resolve 1
A useful comparison includes
Premium and fees
Total cost, taxes, fees, installments, and financing details where provided.
Limits and sublimits
The details that often disappear in a price-only summary.
Deductibles
Including wind, hail, percentage, waiting-period, and location-specific differences.
Exclusions and conditions
Material differences a client needs to understand before binding.
Source citations
A direct path back to the carrier page behind each value.
Agency narrative
Editable recommendations, notes, and next steps in your branded format.
Quotes or renewals
Compare competing carrier options, or check a renewal against the expiring policy. Both views keep coverage differences beside the price.
Check the source
Open the carrier page behind a limit, deductible, or exclusion. Verify the wording without searching through every PDF.
Choose the right report
Use the full analysis for detailed review. Send a one-page summary with the key differences and your recommendation.
Ask the quotes
Ask what changed or why a deductible differs. Follow the cited source, and request missing wording before treating it as a coverage gap.
Work with the files you receive
- Compare carrier, MGA, and E&S quotes.
- Keep original wording beside normalized values.
- Edit rows, sections, and recommendations.
- Share a one-page summary or full report.
Questions brokers ask
How many carrier quotes can CopyCat compare?+
CopyCat is not limited to a fixed number of carriers or coverage lines. The comparison can follow the structure the account requires.
Can it compare more than premium?+
Yes. CopyCat can compare limits, sublimits, deductibles, exclusions, conditions, and other coverage details found in the source documents.
Can our team edit the comparison?+
Yes. The comparison is created in an editable workspace before the team finalizes and exports the client-facing proposal.
Does quote comparison include renewal analysis?+
It can. For a renewal, add the expiring policy or prior proposal so the team can compare proposed terms against current coverage as well as across markets.
Explore related workflows
Coverage comparison See the risk and coverage review workflow. → Renewal comparison software Find changes against the expiring policy. → Proposal templates Deliver the comparison in your agency’s format. →
From the brokers using CopyCat.
“Coverage comparison made the sale easier. Sending a branded report comparing the renewal beat hopping on the phone every time.”
EBEthan B. Senior Producer, Commercial Lines, Chicago
“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.
Compare the details. Share a clear client summary.