- What it does: CopyCat is proposal software for insurance agencies, backed by Y Combinator. Agencies drop in carrier quote PDFs, E&S and Lloyd's quotes, binders and schedules without setting up each carrier; CopyCat extracts the terms, compares coverage across markets with each value cited to its source page, rewrites carrier language for clients and produces a proposal in the agency's template. It covers commercial lines from property and GL to cyber, management liability and E&S, as well as personal lines and employee benefits (Excel output). It also offers coverage gap recommendations, policy checking and renewal change review. It works on top of the agency's existing systems and names no AMS integrations.
- Best for: Independent commercial agencies that spend hours building proposals from multi-carrier quote packets and want the output in their own format.
- Not a fit for: Agencies that need quote data written back into their management system, or carriers and MGAs that want an extraction API.
- Pricing: Not published (Flat monthly fee; usage-based for larger agencies)
Documents and data it handles
- Carrier quote PDFs
- E&S and Lloyd's quotes
- MGA binders
- Bound policies
- ACORD forms
- Statements of values and schedules
- Loss runs
- Endorsements
Key capabilities
- Quote extraction from any carrier PDF without per-carrier setup
- Normalized side-by-side coverage comparison with source citations
- 1-page summary and full analysis outputs
- Proposal generation in agency templates with editing and PDF export
- Plain-language rewrite of carrier terms for clients
- Chat across uploaded quotes with cited answers
- Coverage gap recommendations, policy checking and renewal change review
- Built for one job: quote packets in, cited comparison and branded proposal out
- Handles E&S, Lloyd's and multi-line package quotes without carrier setup, per CopyCat
- No annual contract, per its FAQ
- No published price
- No AMS integrations named; output stays outside the management system
- Customer results on its site (time saved, close rates) are company-stated
Pricing
CopyCat says it charges a flat monthly fee with no annual contract; larger agencies can choose usage-based pricing with a monthly minimum.
Where it fits
- Building a new business proposal from four E&S quotes
- Comparing renewal terms against expiring for a mid-market account
- Producing a one-page quote summary for a small commercial client
Our assessment
A focused proposal tool for independent commercial agencies. Ask for the price for your seat count and run your messiest multi-line packet through it.
How does CopyCat compare with alternatives?
Closest alternatives: Exdion Insurance, Outmarket, Patra, Quandri, Sonant. All CopyCat alternatives side by side →
Common questions
How much does CopyCat cost?
CopyCat does not publish pricing; it is quoted by sales (Flat monthly fee; usage-based for larger agencies). CopyCat says it charges a flat monthly fee with no annual contract; larger agencies can choose usage-based pricing with a monthly minimum.
Who is CopyCat best for?
Independent commercial agencies that spend hours building proposals from multi-carrier quote packets and want the output in their own format. It is a weaker fit for agencies that need quote data written back into their management system, or carriers and MGAs that want an extraction API.
Is CopyCat SOC 2 compliant?
CopyCat reports a SOC 2 Type II attestation. Deployment: Cloud; AES-256 at rest, TLS 1.3 in transit; agency data isolated and not used to train models; SOC 2 report under NDA, per CopyCat.
What are the best CopyCat alternatives?
The closest alternatives to CopyCat we track are Exdion Insurance, Outmarket, Patra, Quandri and Sonant. See our CopyCat alternatives page for a side-by-side.