CopyCat AI

Point Of Contact:  Graham Sabin, Co-Founder & CEO

Available Services: CopyCat generates client-ready proposals and side-by-side quote comparisons for independent insurance agencies across commercial, personal, and benefits lines.

IAOA Exclusive Discount: No annual contract lock in, cancel anytime with 15% off every month coupon.

CopyCat is an AI workspace for insurance brokers. It generates client-ready proposals across commercial and personal lines, and builds side-by-side quote comparisons for renewals and quotes. It molds to the way an agency already works, preserving existing templates, branding, and processes rather than asking a team to adopt someone else’s.

The founders’ families have worked in brokerage for decades, and both took the commercial broker license exam. They built the first version in person with independent insurance agents, watching the work move from carrier documents to the client. That shaped the product in a specific way: everything CopyCat produces cites its source, and nothing goes to a client without a human deciding it should. This is a relationship business before it is a software category.

Independent insurance agencies will win the AI era. The right role for this technology is removing the document work that limits growth, not replacing the judgment and relationships clients rely on.