SOC 2 Type IIHigh volumeUsed by Top brokerages

Stop re-typing
carrier quotes.

From intake to renewals, AI that handles the busywork so your insurance team moves faster.

Apex Manufacturing — 2026 Renewal
WESTBROOK & ASSOC.2026 Commercial RenewalApex Manufacturing · Effective Mar 15
General Liabilityp. 12
Each occurrence$1M
Aggregate$2M
Premium$6,180
Propertyp. 34
Building limit$8M
Deductible$5K AOP
Premium$2,450
Total annual premium$9,730
Backed By
Proposal Generation

Carrier quote in. Branded proposal out.

The Word doc your team rebuilds by hand. Now assembled from the policy itself, in your exact format, in under two minutes.

Upload your carrier quotes
Travelers_GL.pdf47 pp · General Liability
PDF
Chubb_Property.pdf62 pp · Property
PDF
Hartford_WC.pdf38 pp · Workers' Comp
PDF

Any carrier, automatically

Extracts the data first, then formats. No per-carrier setup.

Translates the jargon

Carrier language rewritten so clients understand without a call.

Built from your policy

Every number traces to a page in the policy. Nothing invented.

Branded, live in days

One-to-one with your format. We do the configuration.

Spend less time on boring admin tasks.
0+
Proposals generated
99.97%
Accuracy
0x
Faster than manual entry
Voices from the field

Built for working brokers.

2 hrs → 2 minper low-premium quote
Low-premium accounts used to eat my morning. Now I zip through them in minutes, and the numbers are right.
Gary M.Producer · Commercial Lines, NY
Page-levelaccuracy, never invented
It's accurate down to the page. Caught a buried clause we'd have missed. Output is never invented.
Jock W.MGA + Broker · Professional & Cyber Lines
Monthsahead of schedule
Jumped us ahead months. Fast onboarding, faster output than we could have built ourselves.
AustinSenior VP · Top 10 U.S. Brokerage
The Stack

Built on the same policy data.

Renewal ReviewApex Manufacturing · Travelers → Hartford
2 issues found
General Liability
p. 12 → p. 14
$2M$1M
Reduced
Cyber Endorsement
found on p. 79
IncludedNot in renewal
Missing
Property Coverage
p. 34 · matched
$5M / $10M$5M / $10M
Match
Risk Analysis

Adapts to every carrier. Catches everything.

Coverage gaps, dropped endorsements, and silent reductions surface in a clean summary.

Travelers
Hartford
Chubb
Annual Premium
$8,420
$6,180
$9,750
Deductibles
$5K AOP
$2.5K AOP
Excl wind
Coverage Limits
$1M / $2M
$1M / $2M
$1M / $2M
Endorsements
Cyber, EPLI
Cyber, EPLI, Crime
Cyber
Quote Comparison

Line-by-line across every carrier.

Apples-to-apples. Exportable & shareable.

Enterprise Security

Built on trust your clients can verify.

Insurance data demands the highest standards.

SOC 2 Type II

SOC 2 Type II

Independently audited for security, availability, and confidentiality.

Encryption

AES 256 at rest and TLS 1.3 in transit. Your data never touches our servers unencrypted.

Isolated Execution

Every workflow runs in a sandboxed environment. Zero cross tenant data exposure.

Full Audit Trail

Every action logged and timestamped. Full visibility into what agents do.

Common Questions

Does it work with every carrier?

Yes. CopyCat extracts the policy data before formatting, so there is no per-carrier setup. Your main carrier and the twenty in open season are handled the same way.

Will it invent details or hallucinate coverage?

No. The proposal only contains data pulled from your actual policy. Every number traces back to its source page.

How branded can the proposal get?

One-to-one with your existing format: logo, colors, section structure. About 80 percent is standard; the remaining 20 percent is set during onboarding. CopyCat does the configuration, not your team.

How quickly can we get live?

Days, not weeks. Onboarding is short because the lift falls on us.

Do we need to change our existing systems?

No. CopyCat works on top of your current AMS, carrier portals, and email. No migrations or integrations required.

Is my data secure?

Yes. SOC 2 Type II certified, full encryption in transit and at rest, and full audit trails on every action.

Try CopyCat AI Today

See what CopyCat AI can do for the most repetitive process on your team.

or email us at hello@runcopycat.com