CopyCat is an AI workspace for insurance agencies that turns carrier PDFs into branded, cited proposals. Brokers can compare quotes and renewals side by side, check policies against source documents, and edit every detail before it reaches the client
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CopyCat is recommended for independent insurance agencies, brokers, and MGAs that write commercial or personal lines and want to produce branded, accurate client proposals faster. It suits producers and account managers who compare carrier quotes, review renewals, and check policies, and want to support their E&O review.
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CopyCat requires planning and structured onboarding, involving embedding on-site with your staff to observe workflows and develop tailored AI automations. Implementation includes hands-on support for end-to-end integration over several days with your team and stakeholders.
CopyCat
