CopyCat AI

CopyCat AI reads carrier quote PDFs and builds branded, cited insurance proposals with side-by-side coverage comparisons. It is designed for independent agencies and growing brokerages whose producers assemble proposals by hand.

Producers upload quotes for lines such as general liability, property or workers' comp, pick a theme or upload their own, and get a proposal with coverage tables, a premium summary and their recommendation. Each figure links back to its source in the carrier document, and every detail stays editable before it goes to the client.

Proposals live in a shared team workspace so the whole agency works from the same templates and style. The company is backed by Y Combinator and sells through demos, with a sample proposal available to download.