CopperPoint Agent Portal and Billing Enhancements – Effective 3/7

Dear Valued Agency Partner,

We are excited to announce that we have added several enhancements to the CopperPoint Agent Portal, as part of our continued efforts to promote ease of doing workers' compensation business in AZ, CA, CO, NM, NV, and UT.

These include straight-through processing for qualified small business, automatic notifications and new payment options. If you already have access to the portal, your credentials may be impacted. Visit the Portal Help Center for log-in assistance.

Below is a summary of the changes that will be implemented at on 3/7/22.

  • Online Submissions: Improved interface and straight-through processing.
  • Automatic Notifications: Receive an email notice for new events on your accounts, including invoice available, payroll report due, and notices of cancellation.
  • Agency Admin Functionality: Appointed administrators can manage addition/removal of portal users from the User Admin page. Access to policyholder information can be modified by agency locations.
  • Commissions: Excel format available for download.
  • Make a Payment: Now available on the Billing page.
  • Claim Status Report: Enhanced reports available on the Claims page.
  • Policyholder Portal Improvements: Click here to view a copy of the system enhancements being communicated to CopperPoint policyholders later this week.

Adobe-197235973New Underwriting and System Processes

  • New Business Submissions:
    • Submit business in the portal to enable straight-through processing (STP) on accounts under $25,000 beginning with effective date 4/1.
    • California business will now be accepted in the portal.
    • For assistance accessing the portal visit the Portal Help Center.
    • If you cannot access the portal, submissions can be sent to
    • For introduction video on submitting new business with straight-through processing click here.
  • Waivers of Subrogation
    • Effective 6/1, waiver of subrogation charges will change in AZ, CO, NM, NV and UT to the following:
      • Blanket = 2% of the manual premium. $250 minimum premium.
      • Specific = 2% of the subject premium. $100 minimum premium.
    • Multi-state policies inclusive of California and AZ, CO, NM, NV or UT will see varying waivers of subrogation charges until 6/1/22 when we will transition to a consistent enterprise approach.


  • Available payment plans, invoicing, and payment methods: Learn More
  • Timing/method of monthly commission payments: All commission will now be paid on the 3rd business day of the month and agents can elect to receive payment via ACH.
  • Updated fee schedule: Learn More


Adobe-274413590There will be no changes to how a claim is reported

  • Online: Report a Claim feature on
  • Email:
  • Phone: 602.631.2300 or 800.231.1363
  • Fax: 602.631.2888
  • By mail:
    CopperPoint Insurance Companies
    P.O. Box 33069
    Phoenix, AZ 85067-3069

Click here for more details about these enhancements. If you have any questions or would like to review the changes, please reach out to your Business Development Director or Underwriter.

We appreciate your patience as we continue to enhance our agent and customer experience.

Thank you for your continued partnership,


Dave Kuhn, CPCU, ARM
Regional President, California and Southwest Region
Executive Vice President, Enterprise Distribution