CopyCat

CopyCat is an AI-powered insurance proposal builder designed specifically for insurance agencies and brokers. It automatically extracts data from carrier PDFs, rewrites technical insurance language into clear, client-friendly wording, and generates personalized, branded proposals in the agency’s preferred format. The tool enables side-by-side coverage comparisons, integrates source citations, automates repetitive tasks, and ensures all proposals are fully editable and audit-logged, helping agencies close deals faster and improve operational efficiency.