Agent FAQs

CopperPoint Agent/Broker Portal Directions

The notifications are based off producer code. Users will receive notifications for all accounts under their producer codes, regardless of the name of the producer or account manager.

Alaska National Agent/Broker Portal Directions

Notifications are not available in the Alaska National Agent/Broker Portal.

CopperPoint Agent/Broker Portal Directions

Users with the Agency Admin permission can add, remove, and modify users. If you do not have the agency admin permission, contact your Agency’s Portal administrator.

Alaska National Agent/Broker Portal

1. Login to the Alaska National Agent/Broker Portal.
   *Account administrators may add new users from the Manage User Accounts tab once logged in.
2. Click My Portals and choose Alaska National.
3. Navigate to the Manage User Accounts tab.

For additional support, contact us at 800.231.1363 or submit a Help Request.

• Agents now have the option to receive various notifications for all policies under their respected producer code.

• These notifications can be opted into via My Profile tab inside the CopperPoint Agent/Broker Portal. 

• These notifications will be emailed to you for all accounts under your producer code, regardless of the name of the producer or account manager.

On the User Administration tab, select the Export user list link next to the Add User button to download into Excel.

All users have the Basic profile by default, and Account Admin users inherit all other profiles.

Agency administrators can update permissions for all users from the User Admin page.

Choose the Cancel button from the bottom left-hand corner of the screen, and the system will save all completed pages within your quote as a draft. If you are in the middle of a page, complete that page and click Next to ensure that the system saves your current page, and then choose Cancel.

To resume a submission, you may search for the account and click on the submission number in the Submissions in Progress tile.

Online submissions are handled by your assigned underwriter, depending on risk characteristics.

The underwriter's name and contact information are displayed on the bottom of the Quote page and the landing page after the referral is made.

1. Monthly commission statements are available in the CopperPoint Agent/Broker Portal.

2. From the Portal homepage, select the Commission tab.

*PDF and Excel versions are available for CopperPoint producer codes.

Don't see commission statements?

Contact your CopperPoint Portal Administrator to request access.

If you are unsure who your Portal Administrator is, click here to submit a Help Request.

1. Login to the CopperPoint Agent/Broker Portal.
2. Within Policy, select the Documents tile.
3. The Policy tab will be selected (in orange), and the most recent policy term will display.
4. Select the correct policy term filter to display policy packets for previous periods (if available). 
5. Common documents listed include policy packets, endorsements, payroll reports, and notices of cancellations.

• From the User Admin page, click Edit on the user to modify.

• From this page, you may update roles, location code access, and electronic notifications enrollments.

CopperPoint Agent/Broker Portal Directions

Users with the Agency Admin permission can add, remove, and modify users. If you do not have the agency admin permission, contact your Agency’s Portal administrator.

The homepage of the portal will list all in-force policies in pending cancellation status under the producer codes that you have access to.

The upcoming cancellation dates will be listed on the left, and you may click on the blue policy number link to find more information including cancellation reason. The Notice of Cancellation will be stored in Documents.

Alaska National

From the account dashboard, you can review claim information, view audit reports, obtain policy documents, and get run loss reports. 

CopperPoint

Policy, billing, and claims details, reports, and documents are available for all policies under the producer codes for which you have access. You may also subscribe to account notifications from the My Profile page.

• Check your form for missing or unreadable data.

• Handwritten forms are not supported. The system will allow you to upload, but the reading of the data will be very poor.

• Check within the Locations section, Individuals Included/Excluded and State Rating Worksheet for missing Location numbers (LOC #) that are located on each line. These location numbers help ensure that class codes are assigned to the correct State/Address and Individuals Included/Excluded are assigned to the correct State. If these are blank, you may find incorrectly assigned or missing class codes/officers.

• Each ACORD document is a multi-page layout that must be in sequential order with no pages missing within the same file.

• For best results, image resolution must be greater than or equal to 300 dpi for font sizes of 10 points or larger and 400-600 dpi for font sizes of 9 points or smaller.

• Overlapping text and text touching lines will affect quality/accuracy.

• Officers to be covered on a policy should be designated with “Inc”, or “Incl.” in the appropriate column. The initial “I” may not be read correctly.