# CopyCat

> AI agents for insurance brokers, carriers, and MGAs \-\- automating workflows from intake to renewals\.

## At a glance

| Field | Value |
| --- | --- |
| Category | Insurtech Infrastructure |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Seattle, WA |
| Founded | 2024 |
| Stage | Startup |
| Employees | 1-10 |
| Funding | Seed |

## Overview

CopyCat is an AI-powered robotic process automation (RPA) platform built for insurance brokers, carriers, and MGAs. The platform deploys browser-based agents that automate repetitive operational workflows -- including intake, renewals, multi-carrier quoting, quote comparison, and proposal generation -- across carrier portals, AMS systems, and email, without requiring migrations or system replacements.

CopyCat combines two types of automation: AI-driven agentic steps for tasks such as intelligent login and form navigation, and deterministic steps using XPath selectors for precise clicks, typed input, and field selection. Automations run on cloud infrastructure and can be triggered via API or scheduled runs. The platform requires no virtual machines or desktop installations and can be deployed in days. Security features include SOC 2 Type II certification, AES-256 encryption at rest, TLS 1.3 in transit, sandboxed execution environments with zero cross-tenant data exposure, and full audit trails on every action.

Founded in 2024, CopyCat was accepted into Y Combinator's Winter 2025 cohort and received USD 500K in seed funding from Y Combinator and Flex Capital. The company is based in Seattle, WA, and has three co-founders.

## Products & services

### AI Browser Agents

CopyCat deploys AI agents that automate web-based insurance workflows across carrier portals, AMS systems, and email. Agents perform intake automation, renewal processing, multi-carrier quoting, quote comparison, and portal submissions without requiring per-carrier setup or system migrations.

**Key features:**

- Agentic steps for intelligent navigation combined with deterministic XPath\-based precision actions
- Cloud\-based execution with API triggering and scheduled automation runs
- Works across carrier portals, legacy websites, and existing AMS systems with no integration required

*Target users:* Insurance brokers, carriers, and MGAs

### Proposal Generation

CopyCat automates the creation of client-ready insurance proposals by rewriting carrier language into plain English, with each data point traced to its source page in the policy document.

**Key features:**

- Automated proposal formatting from carrier quote documents
- Data traceability \-\- every value linked to its source in the policy document
- Reduces manual proposal assembly time

*Target users:* Insurance brokers

### Document AI

CopyCat processes unstructured insurance documents, converting them into structured formats for use in policy documents, intake forms, and cross-system data synchronization.

**Key features:**

- Structured data extraction from unstructured documents
- Supports policy documents and intake forms
- Enables cross\-system data synchronization

*Target users:* Brokers, carriers, and MGAs

## Category & focus

- Subcategories: AI agents, robotic process automation, browser automation, workflow automation
- Insurance verticals: P&C Commercial, Specialty/E&S
- Target customers: Brokers, Carriers, MGAs/MGUs

## Notable customers

- Insurance brokers \(primary target market\)
- Carriers \(carrier portal workflow automation\)
- MGAs \(Managing General Agents\)

## Links

- Website: <https://www.runcopycat.com>
- Directory profile: <https://insurtechlist.com/companies/copycat/>
- Linkedin: <https://www.linkedin.com/company/copycat-ai>
- Yc profile: <https://www.ycombinator.com/companies/copycat>

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*Last updated: 2026\-06\-13*