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Effective Today: CopperPoint Launches New Agent Portal

Dear Valued Agency Partner,

The new CopperPoint Agent Portal is live.

Beginning today, all new workers' compensation business, effective 4/1, can be submitted through the new CopperPoint Agent Portal. Renewal business will migrate into the portal, beginning with 6/1 effective dates, for policies in AZ, CA, CO, NM, NV, and UT.

You will no longer be able to submit business through UMS, the PacificComp Portal, after today, 3/7.

Access the portal: pe@copperpoint.com

To begin:

  • Contact portaladmin@copperpoint.com or your Agency Portal Administrator if you need access the Portal or Guidewire.
  • If you currently have access to the portal, your credentials may be impacted. For log-in assistance, visit the Portal Help Center.
  • For an introduction video on submitting new business with straight-through processing click here.
As with any system upgrade, we are managing through start-up issues and are working to resolve them. Please note:
  • Homepage Search – Some searching capabilities from the landing page are temporarily inoperable. In the meantime, client information can be found from the Accounts, Policies, or Claims links at the top of the page.
  • Loss Runs/Claims Information – These are now available for all California and Southwest states workers’ compensation policies via the CopperPoint agent portal only. Reports requested from a policy’s green claims tile will be queued and delivered to your email by the end of day Tuesday.
  • Notifications – Agents may now enroll in email alerts for account management from the My Profile tab, and some have already delivered. Subscription options will not carry over from the PacificComp Portal, but new elections can be updated at any time. Please be aware that notice of cancellation alerts have contained incorrect policy cancellation dates—view the list on portal homepage for accurate confirmation. Policyholders have not been communicated any incorrect NOC details.
  • Access – Users experiencing difficulty logging in can use the Forgot Password reset from pe.copperpoint.com or send a request to PortalAdmin@copperpoint.com for further assistance.

Click here for more information 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 improve our online experience.

Thank you for your continued partnership,

David-Kuhn-Sm

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