CopyCat

Replace your BPO or back-office team with custom AI agents. From SOP to go-live in days. SOC 2 & HIPAA compliant

CopyCat helps insurance brokers turn carrier PDF quotes into branded, client-ready proposals instead of laying out coverage tables and cover pages by hand. As an automation tool, it works inside the broker's own process, comparing coverage side by side and citing the source document behind each figure before anything goes out to a client.

Brokers upload carrier PDFs such as general liability, property, or workers' comp quotes, and the tool builds a themed proposal with an account and carrier summary, per-line coverage sections, and a premium summary, all editable before sending. The company positions this as part of a broader effort to replace manual back-office and BPO work with AI agents that can also handle document processing, portal navigation, API integrations, and file submissions, and it says the platform is SOC 2 and HIPAA compliant with a go-live measured in days rather than months.

Pricing is not published; the primary path is booking a demo, and the product appears to be sold directly to insurance agencies rather than through self-serve signup. Agencies that want to cut the hours spent assembling proposals by hand can book a demo and see their own carrier quotes turned into a branded proposal.

Category: Automation. Pricing: enterprise. Visit website

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