AI Workspace For Insurance Brokers

AI tools for commercial insurance brokers. Compare quotes, check policies, and build branded proposals with source citations.

Proposal Generation

Carrier quote in. Branded proposal out.

Put your agency’s best work forward, CopyCat proposals are 2× more likely to close. Upload your carrier quotes

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
4300 S Louise Ave · Sioux Falls, SD

Prepared
Tami Link
06 / 12 / 2026

File
2026-0432 · COMMERCIAL
2026

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

Any carrier, automatically

Extracts the data first, then formats. No per-carrier setup.

Translates the jargon

Carrier language rewritten so clients understand without a call.

Built from your policy

Every number traces to a page in the policy. Nothing invented.

Branded, live in days

One-to-one with your format. We do the configuration.

Saved per broker, per week

Compare quotes, check policies, and review contracts. Catch gaps and support your E&O review.

30%

Agency revenue growth

Give your team more time for client conversations and new business.

$100M+

Premium processed

Commercial and personal lines accounts, from carrier quotes to client-ready proposals.

The Platform

Win the account. Keep it growing.

From the first quote to the next renewal, keep the work in one place.

Templates

Your template, filled automatically.

Your format, filled from carrier quotes and ready to edit.

Quote Comparison

Analytics

Your entire agency. In view.

Total quoted premium
$2.4M
Time reclaimed
92h 10m rolling 3 months

Team Workspace

One workspace. The whole agency.

Every proposal lives in a shared workspace.

Enterprise Security

Built on trust your clients can verify.

Audited, encrypted, isolated. Your client’s policy data never trains a model.

Common Questions

Is CopyCat for commercial lines only?

No. CopyCat handles proposal generation for commercial and personal lines.

How does pricing work?

A flat monthly fee. No annual contract, no lock-in.

What does support actually look like?

You reach the team directly instead of a ticket queue. Most replies come back within minutes.