CopyCat AI
AI for insurance, built for your agency
CopyCat AI is an insurance proposal builder that turns carrier PDFs into branded, editable proposals for commercial and personal lines agencies. It extracts data from quote documents, compares coverage side by side, and lets teams check extracted values against the original carrier pages with source citations before sending anything to a client. The platform also supports renewal review, policy checking, contract review, and employee benefits workbooks.
Core capabilities include an agentic AI editor for making changes to proposals, quote comparison with cited answers, renewal analysis, contract-to-coverage matching, and policy checking against approved terms. Employee benefits teams can generate editable Excel market summaries and contribution workbooks. CopyCat works with an agency's existing templates, logos, colors, and coverage formats, and operates on top of current AMS systems, carrier portals, and email without requiring migrations. A shared team workspace provides proposal tracking, activity history, and agency-wide analytics covering premiums, exposures, and lines of business.
CopyCat is built for independent insurance agencies, brokerages, MGAs, and employee benefits teams working across commercial and personal lines. Pricing is a flat monthly fee with no annual contract or lock-in.
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