CopyCat AI

CopyCat AI is proposal software for independent insurance agencies. It extracts the data from carrier quote PDFs, translates carrier jargon into language a client understands and produces a branded, client ready proposal, with every figure cited back to the source document so a broker can verify it before it goes out. Beyond proposals, the same extraction engine powers quote comparison, renewal review, policy checking and contract review. It is for commercial lines, personal lines and employee benefits teams at brokerages of any size. Commercial lines handles multi line, specialty and layered coverage; personal lines covers home, auto, renters and umbrella; and employee benefits produces Excel ready market summaries and contribution workbooks using the agency's own formulas. Policy checking compares bound policies against the approved terms, and contract review matches a client's insurance requirements to the coverage supplied. A team workspace gives shared visibility with activity logging and audit trails, an agency dashboard reports premium activity, lines of business and team metrics, and templates carry the agency's logos, colors and formatting. The company holds SOC 2 Type II compliance and reports that brokers save seven or more hours a week. Pricing is a flat monthly fee with no annual contract and no lock in, but the amount is not published; agencies book a demo to get it.