The AI Workspace
for Commercial Insurance.
Branded proposals, quote comparison, and risk analysis. Built for brokers. Works on 1000+ carrier formats.
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.
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.
CopyCat is the first AI company I’ve genuinely been impressed by. They do what they say.
Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.
AS Aaron SmithFounder & CEO, Aaron Smith Insurance GroupAccurate down to the page. Caught a buried clause we'd have missed. Output is never invented.
JW Jock W.MGA & Broker, Professional and CyberLow-premium accounts used to eat my morning. Now I zip through them in minutes, and the numbers are right.
GM Gary M.Producer, Commercial Lines, NYJumped us ahead months. Fast onboarding, faster output than we could have built ourselves.
A AustinSenior VP, Top 10 U.S. BrokerageWe tag a quote, hit generate, and the proposal is in our brand voice. 1 hour of work in 2 minutes.
MK Maria K.Account Manager, Mid-Market CommercialOnboarding was four days. By Friday we were sending CopyCat proposals to clients.
DR David R.Operations Director, 30-broker agencyRisk analysis made the sale easier. Sending a branded report comparing the renewal beat hopping on the phone every time.
EB Ethan B.Senior Producer, Commercial Lines, Chicago
Measurable impact on every proposal.
From individual producer productivity to agency-wide revenue lift. Real outcomes, traceable to the source policy.
Hours back from manual proposal assembly and renewal comparisons. Quote to client-ready output in under two minutes. Multiply across the floor for the real number.
Process the largest carrier PDFs and supplementals without hitting page limits.
Every commercial carrier plus E&S markets, Lloyd's syndicates, MGAs, and program business. No per-line setup.
Page-level accuracy with a full citation trail back to the source PDF. Every number traceable, nothing invented.
We do the template build. Your team never touches a config file.
Close the renewal with a branded report.
Skip the phone call. Send a branded comparison your client opens, reads, and signs.
Your brand
Your logo, colors, and sign-off on every page.
Every change caught
Sublimits, endorsements, conditions to bind, none slip through.
Flagged & cited
HIGH / MEDIUM / LOW, every finding sourced to the carrier PDF.
Every carrier, side by side. Best fit highlighted.
CopyCat normalizes line items across carriers so coverage and pricing line up cleanly. Filter, sort, and export.
| Travelers | Hartford Best fit | Chubb | |
|---|---|---|---|
| Annual Premium | $8,420 | $6,180 | $9,750 |
| GL Each Occurrence | $1M | $1M | $2M |
| GL Aggregate | $2M | $2M | $4M |
| Deductible | $5K AOP | $2.5K AOP | Excludes wind |
| Cyber Endorsement | Not included | Included | Included |
Built on trust your clients can verify.
Audited, encrypted, isolated. Your client’s policy data never trains a model.
SOC 2 Type II
Independently audited for security, availability, and confidentiality. Report available under NDA.
No AI training on your data
Customer policy data is never used to train models. Yours stays yours, contractually guaranteed.
End-to-end encryption
AES-256 at rest, TLS 1.3 in transit. Keys rotated automatically. Data never lands on disk unencrypted.
No data exposure
Every workflow runs in a sandboxed environment, fully isolated. Zero cross-tenant access between agencies.
Full audit trail
Every action logged and timestamped. Export the trail for compliance reviews any time.
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