Conviva Casino Night Event
2025-09-25 18:30 - 21:30 (America/Denver)

Houston AEP Kick Off
2025-09-29 10:00 - 15:00 (America/Denver)

Hawaii Agent Training_UnitedHealthcare
2025-09-30 13:00 - 14:00 (America/Denver) | Webinar
As part of our ongoing support to help agents grow their business, Copeland provides AGENT WORKSHOPS focused on the Hawaii market.
Trainings are on Tuesdays in September at 1p HST.

Washington AEP Kick Off
2025-10-02 09:30 - 17:00 (America/Denver)

Hawaii AEP Kick Off
2025-10-09 09:00 - 17:00 (America/Denver)

Newly Contracted Copeland Agent Training
2025-10-24 11:30 - 12:30 (America/Los_Angeles) | Webinar
Learn how to navigate the platforms and learn strategies that will help grow your business and engage your members!

APEX Dental Training
2025-10-29 10:00 - 11:00 (America/Denver) | Webinar
Need to add Dental stand alone plan to your portfolio?
Join us to learn more about APEX Dental product!

First Friday Broker Meeting
2025-11-07 09:00 - 10:00 (America/Los_Angeles) | Webinar
We will discuss informative updates in the industry, carrier announcements, marketing, and technology enhancements. We should see some trends developing and be able to address any challenges. It’s a busy time of year! We get it! However, this hour spent will be well worth it so put on your calendar to receive updates monthly!

AEP Half Time Huddle
2025-11-12 11:00 - 12:00 (America/Denver) | Webinar
The Sales Directors will share insights to their markets and spend most of the time taking questions.

NEW Alternative ACA Plan in Texas
2026-01-07 10:00 - 11:00 (America/Denver) | Webinar
Exciting new health plan training for Copeland agents.

First Friday Monthly Broker Meeting
2026-01-09 09:00 - 10:00 (America/Los_Angeles) | Webinar
Help us kick off the New Year! We will discuss industry updates, carrier announcements, marketing ideas, and technology enhancements.

Copeland Agent Mixer with NCD
2026-01-13 17:00 - 18:00 (America/Denver) | San Antonio, TX, TX, United States
Copeland Agent mixer with our Dental, Vision & Accident partners at NCD to learn more about how to utilize these products with your clients.

What's Up Wednesday
2026-01-14 11:00 - 12:00 (America/Denver) | Webinar
Monthly agent team meeting: New Year, New Roadmap!
Learn strategies to evaluate 2025 and to move the needle forward in 2026.

UnitedHealthcare Medicare Supplement Agent Training
2026-01-14 14:00 - 15:00 (America/Denver) | Webinar
Learn why UHC should be in your portfolio of Medicare Supplement products and what “extras” are included. Not all Med Supps are alike, and this training will point that out.

Virtual Agent Training: DVH product to add to your portfolio to assist ALL ages
2026-01-19 09:00 - 10:00 (America/Denver) | Webinar
Virtual Training:
Need a Dental, Vision & Accident product to add to your portfolio to assist clients of all ages? Discover why agents choose NCD!

New Agent Training_DC, GA, MD, NC, SC, VA
2026-01-28 10:00 - 11:00 (America/Denver) | Webinar
Welcome New Agents!
Join me to learn how to navigate the platforms, learn strategies that will help grow your business and engage your members, and MORE!
11:00 am EST

New Agent Training_DFW Texas, IL, IN, IA, KS, MO
2026-01-29 10:00 - 11:00, 2026-02-12 10:00 - 11:00 (America/Denver) | Webinar
New Agent Welcome Meeting!
We will discuss:
-Introduction: Getting to know your Copeland Team
-Company Overview
-Contracting Process
-Copeland Agent Portal
-Integrity Connect Portal
-Personal Webpage
-Learning Center
-Your Monthly Set Meetings
10am CST

New Agent Training_West Coast
2026-01-29 11:00 - 11:30 (America/Los_Angeles) | Webinar
Join us to learn how to navigate the platforms and learn strategies that will help grow your business and engage your members.

New Agent Training_NV, UT, CO, ID, MT, WY
2026-01-29 11:00 - 11:30, 2026-02-12 11:00 - 11:30 (America/Denver) | Webinar
Hit the Ground Running! Join us for a quick introduction into your amazing opportunity with CIG, your FMO that TRULY values you as an Agent!
We will discuss:
-Getting to know your Copeland Team
-Contracting Process
-Free access to the marketing tools
-Your All-in-one customer management & quoting system
-Your free personal consumer facing website
-Schedule your free business training session
9am PST
11am CST

Life Insurance 101
2026-02-04 13:00 - 14:00 (America/Denver) | Webinar
Our Life Insurance 101 is designed for agents wanting a foundation about offering life insurance to their clients. Your clients need this explained and the options available.
Learn more, generate a new revenue stream, and take your business to a new level with us!

Must-Have Tech Bundles Every Agent Must Have to Win!
2026-02-05 13:00 - 14:00 (America/Denver) | Webinar
In this session, I’ll walk through:
– The real tech stack agents need today (CRM, marketing, enrollment, follow-up)
– Why most agents overpay for tools that don’t talk to each other
– What top agencies provide vs. what agents are forced to buy on their own
– How the right systems eliminate overwhelm and increase production
1pm EST

Humana Training: Copeland Houston Area Agents
2026-02-06 10:00 - 12:00 (America/Denver) | Copeland Houston Office, 2180 N Loop West, Ste 115, Houston, TX, 77018, United States
Humana Training
Facilitor: Guillermo Padilla
10 AM – 12 PM Houston Office

Talk Tuesday
2026-02-10 11:00 - 11:30 (America/Chicago) | Webinar
Monthly Conversation on ACA and Under 65
Kick off the New year with a fresh perspective on ACA and Under 65! With carrier updates, marketing ideas and simplified technology we will discuss ways to help you build for a great 2026!

IntegrityCONNECT Power Hour
2026-02-10 13:00 - 14:00 (America/Denver) | Webinar
Copeland is excited to launch IntegrityCONNECT Power Hour, a new monthly training in partnership with Integrity for Copeland Agents! Each session includes brief training followed by a robust Q&A session where you can get your IntegrityCONNECT questions answered by experts.
With so many features now in the system, many agents use some or all to better leverage their time and resources for efficiency and scale.
And don’t forget…IntegrityCONNECT is now available in Spanish!
Don’t miss this opportunity to sharpen your skills and get expert insights on IntegrityCONNECT!
Anna Patrick, VP of Technology Adoption will be our host!
Via Teams Link
Meeting Id: 225 293 645 770 50
Passcode: ok7yt9Ld

Virtual Training: TransAmerica Final Expense
2026-02-11 09:00 - 10:00 (America/Denver) | Webinar
Join us for a Virtual Final Expense training with Jeremiah Tracker, TransAmerica Regional Vice President. Learn about product, quoting and enrolling a client!
Date – February 11, 2026
Time – 9am (CST)

IntegrityCONNECT Platform Event: Corpus Christi TX
2026-02-12 13:00 - 15:00 (America/Denver) | Corpus Christi, TX, TX, United States
Join us to learn more about our IntegrityCONNECT platform & how it may help you write 79% more apps!

-A no cost CRM, quote enroll platform with several features to increase your insurance sales.
-No cost personal website, call recording phone number, marketing features, custom client tagging, client sync….
-And much more!
1pm CST

GTL Agent Training
2026-02-12 15:00 - 16:00 (America/Denver) | Webinar
Copeland and GTL invite you to attend an informative product training and overview. GTL offers one of the most comprehensive and easy‑to‑promote Medicare Advantage Gap plans available today.
During this session, Greg Esposito, Assistant VP of Sales, will walk through how GTL solutions can be seamlessly positioned for both existing and prospective clients.
Date: February 12
Time: 3:00–4:00 PM CST

Aetna 2026: Copeland Houston Area Agents
2026-02-13 10:00 - 12:00 (America/Chicago) | Copeland Houston Office, 2180 N Loop West, Ste 115, Houston, TX, 77018, United States
Aetna 2026- OEP Rules of the Road Training
Facilitator: Nereyda Espinoza
10 AM – 12 PM Houston Office
