Learnings, guides, and comparisons for brokers.

Practical guides to proposals, renewals, and insurance AI. For acquisitions and market updates, read the latest insurance news.

Featured

ComparisonWhy use insurance proposal software instead of Claude?8 min read

ProductMeet CopyCat’s agentic AI editor for insurance proposals6 min read

Buyer GuideBest AI tools for commercial insurance brokers in 202612 min read

ComparisonBest commercial insurance proposal software in 2026: how to choose9 min read

All posts

ComparisonOctober 3, 20268 min read

Why use insurance proposal software instead of Claude?

Claude is a strong model. An agency still needs more around it: client data that stays in the agency’s workspace, the same proposal from every account manager, agency-specific features nobody prompts for, and visibility across the team.

ProductSeptember 19, 20266 min read

Meet CopyCat’s agentic AI editor for insurance proposals

Ask for a change and let AI carry out the edit inside your proposal. A practical guide to the new editor, example requests, and the review before you send.

ProductUpdated October 3, 20268 min read

Insurance proposal software: why customization helps brokers close

The real reason brokers ask for more customization, and how brand, coverage structure, workflow fit, and a personal recommendation turn proposal software into a better close.

IndustryAugust 21, 20269 min read

Top InsurTech AI vendors to see at ITC Vegas 2026

A working shortlist of the AI vendors worth an independent agency’s expo-floor time at ITC Vegas 2026: proposal software, data intake, meeting notes, voice AI, plus the carrier-side platforms shaping where the industry goes next.

ProductAugust 3, 20268 min read

Long-term care and short-term care insurance proposal software that wins more clients

Create branded LTC and short-term care insurance proposals from carrier quotes with frontier AI extraction, clear comparisons, source citations, and your agency’s existing template.

Case StudyJuly 28, 20266 min read

How an agency saves 100+ hours a month by automating proposal generation

A 20-person commercial agency spends roughly 120 hours a month turning carrier quotes into client documents. Here is where those hours go, what the work looks like once it is automated, and the arithmetic that gets you to 100 hours back.

IndustryJuly 28, 20268 min read

Insurance conferences commercial brokers must attend in 2026: the fall circuit

Verified dates, venues, and links for every insurance conference worth a commercial broker’s calendar from August through November 2026: ITC Vegas, the ABU regional mini-vention, CIAB’s Insurance Leadership Forum, WSIA, TMPAA, and more. CopyCat will be exhibiting at ITC Vegas and ABU.

Buyer GuideJuly 17, 20268 min read

How to find high-quality insurance software: a broker’s buyer guide

A practical way to find insurance software your team will actually trust: ask successful peers, test a live workflow, evaluate support, and use Y Combinator’s insurance directory as a discovery source.

BenefitsJuly 14, 20267 min read

Why employee benefits market summaries take hours: the workbook is the work

Benefits market summaries are not commercial quote comparisons with different labels. Every plan, tier, census count, contribution rule, renewal rate, and payroll deduction has to resolve into a live Excel model. That is why the work takes hours.

ProductJuly 7, 20266 min read

Insurance quote comparison software for commercial brokers: getting the side-by-side right

A side-by-side of carrier quotes is only as good as the numbers in it. What commercial brokers should demand from quote comparison software: cited figures, unlimited carriers per line, and a renewal diff that shows what actually changed.

ComparisonUpdated October 3, 20269 min read

Best commercial insurance proposal software in 2026: how to choose

A direct buyer’s comparison of CopyCat, Polly, Outmarket, and AMS-native modules, including workflow breadth, citations, editing, support, and long-term platform value.

ProductJuly 5, 20266 min read

Insurance proposal software for brokers: a 2026 buyer’s guide

What commercial insurance brokers should look for in proposal software: the eight capabilities that decide whether a tool saves real time on a renewal, and the questions to ask on every demo.

ComparisonUpdated October 3, 20265 min read

CopyCat vs Outmarket: insurance AI software compared

A direct comparison of CopyCat and Outmarket across proposal speed, template fidelity, founder-led support, workflow breadth, and simple month-to-month terms.

PerspectiveJune 23, 20266 min read

Why brokers will win the AI era

Brokers are not middlemen. They are the connective fabric between people and carriers. A look at the next era of the trade.

ComparisonUpdated October 3, 202612 min read

Most customizable commercial insurance proposal software: why CopyCat is built differently

Compare the commercial insurance quoting, proposal, and risk digitization tools with the strongest customization, and see why CopyCat is built specifically for insurance proposals.

ComparisonUpdated July 3, 20268 min read

CopyCat vs ChatGPT for insurance proposal generation

Why CopyCat is the no-brainer for brokerage document work: cited outputs, exact templates, web-based workflows, no training on customer documents, and hands-on support.

Coverage ComparisonJune 10, 20266 min read

Insurance coverage comparison software: document every coverage change

Every renewal carries E&O exposure. How CopyCat pulls the old policy, lines it up with the new quote, and prints the paper trail your file needs.

Buyer GuideUpdated September 10, 202612 min read

Best AI tools for commercial insurance brokers in 2026

Compare AI tools for commercial insurance brokers across proposals, policy checking, renewal review, submissions, intake, meeting notes, and phone calls.

ComparisonUpdated June 29, 20268 min read

CopyCat vs insurance CRM software: where broker AI fits

Why CopyCat belongs beside your AMS or CRM: one web-based workspace for commercial, personal, employee benefits, and LTC/STC document workflows.

SalesMay 15, 20265 min read

How insurance proposals help brokers close more business

Why the document does the selling, not the call after it.

SalesMay 5, 20264 min read

Why branded reports close renewals faster

What changes when the renewal lands as a signed binder instead of a follow-up call.

CoverageApril 22, 20266 min read

Cyber renewals in 2026: what to flag for clients

Three quiet shifts in 2026 cyber forms that move real coverage. The ones to surface before bind.

OperationsMarch 14, 20263 min read

How fast should insurance proposal software create a proposal?

A quick test for whether your team is doing proposal work AI can do.