CopyCat AI

AI workspace for insurance brokers that generates branded proposals for commercial and personal lines, cited risk analysis reports, quote comparisons, and employee benefits workbooks.

Where CopyCat AI ranks

Current edition · updated Oct 28, 2026

About CopyCat AI

CopyCat builds AI specifically for the commercial insurance industry. We save brokers 5-10hrs hours a week by automating repetitive CSR and Sales tasks.

Products

What customers say

“Oh my God, making proposals used to take half my day. Now I can do it in five minutes. This is the best software we’ve ever bought.”
JamesEmployee Benefits Broker, 15-broker agencyCopyCat AI customer
“Jumped us ahead months. Fast onboarding, faster output than we could have built ourselves.”
AAustinSenior VP, Top 10 U.S. BrokerageCopyCat AI customer

Security and compliance

As reported by CopyCat AI. Ask for audit reports before you buy.

  • SOC 2 Type IICertified
  • HIPAACompliant
  • FIPS 140-2Compliant
  • AES-256 at rest
  • TLS 1.3 in transit
  • Role-based access controls
  • Multi-factor authentication
  • Audit logging
  • Continuous monitoring
  • Penetration testing
  • Encrypted credential vaults
  • Full audit trail
  • Customer data isolation
  • No model training on customer data

Is this your company?

Claim the profile to keep facts current, answer buyers and submit evidence for the next ranking review.

Claim CopyCat AI