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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
35 events found.
Calendar of Events
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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
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Join us to learn how to navigate the platforms and learn strategies that will help grow your business and engage your members.
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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 […] |
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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! |
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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 […] |
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Humana Training Facilitor: Guillermo Padilla 10 AM - 12 PM Houston Office |
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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!
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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 […] |
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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) |
4 events,
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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
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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 […]
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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
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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 […] |
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Aetna 2026- OEP Rules of the Road Training Facilitator: Nereyda Espinoza 10 AM - 12 PM Houston Office |
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Grassroats/Events Training Facilitator: Jasmine Pina 10 AM - 12 PM Houston Office |
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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 […] |
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HealthSpring Training Facilitator: Mary Clasen 10am - 12am Houston Office |
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Join us to learn Gerber final expense products and the agent portal for enrollment. Monday - February 23, 2026 10am - 11am (CST) |
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New Agent Boot Camp Training Facilitator: Jasmine Pina 10 AM - 12 PM in person 2 PM - 4 PM via Teams Link
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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!!!
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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!
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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 […] |
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Unlock New Opportunities with UHOne! You’re invited to an exclusive broker training session designed to elevate your product knowledge, sharpen your competitive edge, and help you better support your clients in 2026 and beyond. Join Copeland Insurance Group for an engaging and informative overview featuring Bobbi Joe Massey, National FMO Account Executive. Discover UH One’s suite […]
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Join us to learn how to navigate the platforms and learn strategies that will help grow your business and engage your members! Wednesday, February 25th at 11am EST |
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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 […]
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Presenting a Plan of Protection (POP) for U65 and Medicare eligible prospects and clients is the right thing to do! This sets agents up for greater retention and residual revenue offering time to grow their Book of Business year over year! REGISTER today for a virtual training on Thursday February 26th at 1p CST presented by the Queen of the Bundle, Gaylan […]
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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 6pm CST |
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Entrenamiento- Supplement 101 Facilitator: Jasmine Pina 10 AM - 12 PM Via Teams Link Meeting Id: 226 445 836 529 10 Passcode: P9xV6ey7
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Looking for door openers? Looking to create a new pipeline for leads? Looking to make the most of your B.O.B.? Looking to make those clients stick? Looking to Not refer out? Round out your portfolio! Looking for a Guaranteed Acceptance Hospital Indemnity plan? Looking to have commissions for life and NO additional certifications? Looking to […]
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Agents, are you looking for.... -Door openers? -To create a new pipeline for leads? -To make the most of your B.O.B.? -To make those clients stick? -To round out your portfolio? -For a Guarantee Acceptance Hospital Indemnity plan? -To have commissions for life and NO additional certifications? -To make more money? Look No Further! Join […] |
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