CopyCat AI

CopyCat AI is an AI platform designed specifically for insurance operations, handling repetitive tasks across the policy lifecycle so insurance teams can focus on higher-value work. The tool automates workflows including quote comparison, renewals and loss runs, claims automation, proposal generation, and submission intake. It integrates with existing systems such as Outlook, Salesforce, SharePoint, Teams, AMS360, Excel, OneNote, and EZLynx, and can integrate with other CRM, AMS, email, and document systems on request. CopyCat AI is backed by Y Combinator, a16z Scout Fund, Flex Capital, Breakpoint Capital, and Datadog. It is SOC 2 Type II certified and provides end-to-end encryption (AES-256 at rest, TLS 1.3 in transit), isolated execution in sandboxed environments, and a complete audit trail. The platform claims to save agents over 10 hours per week and deliver 10x faster quote turnaround.

Key Features

• Quote Comparison: Automatically compares carrier rates, limits, and terms, surfacing the best quote.
• Renewals & Loss Runs: Automated renewal processing and loss run downloads matched to the book of business.
• Claims Automation: Intake first notice of loss (FNOL), extract claim details, verify coverage, and route for payout or review.
• Proposal Generation: Auto-generates branded proposals with coverage details, terms, and pricing.
• Submission Intake: Parses ACORD forms, extracts data, and validates for underwriting.

Who It’s For

Insurance brokers and agents, particularly those handling commercial lines and multi-carrier quoting.