AI platform for insurance brokers that generates branded proposals from carrier quotes in about 2 minutes with every number traced to its source.
CopyCat extracts data from carrier quote PDFs and generates branded insurance proposals for commercial lines, personal lines, and employee benefits formatted to the agency's own template. It supports side-by-side quote comparisons, renewal analysis, risk summaries, and employee benefits workbooks without per-carrier setup. The platform provides a shared workspace with audit logs and SOC 2 Type II compliance, and is priced at a flat monthly fee with no annual contract. CopyCat is a product of CopyCat.
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