AI Insurance Broker Software Features & Support | CopyCat
From the first quote to the next renewal.
- Client proposals: Turn carrier quotes into editable commercial and personal lines proposals in your agency’s exact style. Learn more
- Quote comparison: Compare premiums, limits, deductibles, and exclusions side by side, with references to the source. Learn more
- Renewal reviews: See what changed from the expiring policy. Share a one-page summary or the full analysis. Learn more
- Contract review: Match contract requirements to supplied policies. Separate coverage gaps from missing evidence. Learn more
- Policy checking: Check the bound policy against the approved quote and additional documents. Flag changed terms and missing forms. Learn more
- Benefits workbooks: Build employee benefits market summaries and contribution sheets, ready to edit in Excel. Learn more
- Your templates, your brand: Keep your layouts, colors, coverage sections, and recommendations. Edit the output without starting over. Learn more
- Chat with your documents: Ask follow-up questions across the account files and check the source behind each answer. Learn more
- Agency analytics: See quoted premiums, account exposures, lines of business, and producer activity across your entire agency. Learn more
Great software. Even better support.
Talk directly with the CopyCat team. We help configure your templates, get your team started, and work through product questions.
Your brokerage has its own way of working. We help make CopyCat fit it.