Set personalized goals for each of your carriers
My Appointments, set and keep track with notifications
Set Reminders with notifications
Instantly Email your team leader with One touch
Need guidance or have questions? Easy access to Copeland Contacts
Receive the latest updates from YOUR Carriers
Compliance Alerts in one place with easy access
Easy Access, to all carrier’s online quote engines
Search for Copeland Agent
Register at www.copelandgroupusa.com/register
View our tutorial video to learn how to Register as a New User.
We walk you through the First Time Sign-in / Set Up process in our Training video.
You can add new sales using the Achievements Panel.
Get quotes from your carriers, and access the Copeland Quoting App, using the Online Quoting Tool.
Get the latest updates from all the carriers you follow using the Carrier Alerts Tool.
Yes! With the Agent Events Tool, you can view and save any upcoming events to your device's calendar.
Yes! Visit the Copeland Portal to access the Copeland Website directly from within the app.
View and get in touch with your Team Leaders and Representatives with the Copeland Contacts Tool.
Yes! With the Copeland Leads Tool, you can request new leads at any time.
If you need any guidance or have questions, feel free to submit a ticket to the CIG Helpdesk, which you can access from within the app or on our website.
Yes! By clicking the Email Us button, you can email your team leader at any time.
Our Training video will explain how to View and Edit your profile.
Our Training video will explain how to Change your profile picture.
In the "My Profile" Section, you can Edit your Carriers and Personal Goals. We explain how to do so in our Training Video.
In the "Personal Goals" Section under "My Profile", you can Add New Carriers to your carrier list and start tracking your sales for that carrier right away.
You can find other app settings and information, as well as your local weather, in the Settings Panel.