Copeland Group USA

HIDE | FIDE Deep Dive Agent Training with Molina
2026-02-24 12:00 - 13:00 (America/Chicago) | Webinar
Learn how to confidently serve one of Medicare’s most vulnerable populations.
Navigating HIDE and FIDE health plans requires specialized knowledge—and brokers who understand these plans play a critical role in helping members access the care and services they need.
Join Eric Smith, Sr. Account Manager – National Medicare Distribution with Molina Healthcare, for an in-depth training designed to equip brokers with the insight and tools needed to market, enroll, and service this complex population with confidence.
What You’ll Learn:

The fundamentals of HIDE & FIDE health plans
Best practices for reviewing options and guiding enrollment
Key service considerations when working with a vulnerable population
How knowledgeable brokers can make a meaningful impact

This training is ideal for brokers who want to:

Differentiate themselves through deeper Medicare expertise
Better serve members with complex healthcare needs
Strengthen their confidence in consultative conversations

Talk Tuesday
2026-02-24 11:00 - 11:30, 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!

New Agent Boot Camp Training: Houston Area Agents
2026-02-24 10:00 - 12:00 (America/Chicago) | Copeland Houston Office, 2180 N Loop West, Ste 115, Houston, TX, 77018, United States
New Agent Boot Camp Training
Facilitator: Jasmine Pina
10 AM – 12 PM in person
2 PM – 4 PM via Teams Link

Aetna Agent Virtual Meeting
2026-02-24 10:00 - 11:00 (America/Chicago) | Webinar
Learn about Aetna Market updates in your market, Opportunities, and more!!
Don’t miss this opportunity to learn what Aetna has to offer in your market!!!

Gerber Final Expense Agent Training
2026-02-23 10:00 - 11:00 (America/Chicago) | Webinar
Join us to learn Gerber final expense products and the agent portal for enrollment.
Monday – February 23, 2026
10am – 11am (CST)

HealthSpring Training: Copeland Houston Area Agents
2026-02-20 10:00 - 12:00 (America/Chicago) | Copeland Houston Office, 2180 N Loop West, Ste 115, Houston, TX, 77018, United States
HealthSpring Training
Facilitator: Mary Clasen
10am – 12am
Houston Office

American Amicable Agent Training
2026-02-18 15:00 - 16:00 (America/Chicago) | Webinar
Join Copeland Group and Michelle Hilliker, Vice President of Sales at American Amicable, for a focused training designed to help brokers efficiently incorporate life insurance into their practice.
American Amicable is recognized for its streamlined underwriting, responsive service, and competitive pricing, making it one of the most efficient life carriers to work with in today’s market. During this session, you will gain insight into how to simplify the life insurance sales process while delivering valuable solutions to your clients.
Training highlights include:

How American Amicable’s underwriting approach reduces friction and accelerates approvals
Practical ways to position life insurance confidently and compliantly
Opportunities to increase client value and supplemental income with minimal disruption to your workflow

Grassroots Event Training: Copeland Houston Area Agents
2026-02-16 10:00 - 12:00 (America/Chicago) | Copeland Houston Office, 2180 N Loop West, Ste 115, Houston, TX, 77018, United States
Grassroats/Events Training
Facilitator: Jasmine Pina
10 AM – 12 PM
Houston Office

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

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

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

New Agent Training_NV, UT, CO, ID, MT, WY
2026-02-12 11:00 - 11:30, 2026-01-29 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

New Agent Training_DFW Texas, IL, IN, IA, KS, MO
2026-02-12 10:00 - 11:00, 2026-01-29 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

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 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: [REDACTED]

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

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

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!

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_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

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!

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.

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.

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.

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.

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

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.
