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CopyCat

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Official-site material has been collected and reviewed in the product profile below. Pricing and platform details remain unverified unless a specific sourced statement is shown.

Evidence

Insurance Proposal Software for Brokers | CopyCat AI ↗

Official-site collection and source-backed editorial review. Last source review is not a date of product testing.

Product details from official sources

CopyCat is AI insurance proposal software built for brokers and independent agencies. It turns carrier PDFs into clear, branded proposals: users upload carrier quotes, the AI extracts coverage data automatically with no per-carrier setup, translates carrier jargon into client-friendly language, and builds proposals with source citations so values can be checked against original documents. Features include side-by-side coverage comparisons, quote and renewal comparisons, policy checking, contract review and editable agency templates. The site highlights 4,000+ deals won and 7+ hours saved weekly.

Capabilities and conditions

Insurance proposal software for brokers; built by brokers, for brokers. Source ↗
Turns carrier PDFs into clear, branded proposals with side-by-side coverage comparison and source checks. Source ↗
Builds proposals from carrier quotes with reviewable sources before sending. Source ↗

Price and free allowance

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Published-source profile · collected 2026-10-17. Automated collection followed by editorial review. These are vendor-published claims, not hands-on product test results.

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