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Who can add new Agent/Broker Portal users?

 

Notice: CopperPoint, PacificComp and Alaska National accounts are managed in the CopperPoint Agent/Broker Portal.

If you have questions, contact your Portal Account Administrator or click here to submit a Help Request.


CopperPoint Agent/Broker Portal

  1. Login to the CopperPoint Agent/Broker Portal.
    *Existing users with Agency Admin permissions can add new users.
  2. Click My Portals and choose CopperPoint.
  3. Navigate to the User Admin tab in the CopperPoint Portal
  4. In the upper-right corner, select Add New User
  5. Fill in the user’s name and email address.
  6. Select the Add Role button next to each role the user should have.
  7. Select the Add Location next to each location/producer code the user should have or the Add All Locations button to add all available locations.
  8. Select Add User at the bottom to complete the process. If user is given Portal Access, they will receive a Portal registration email shortly. 

**If a user is having trouble logging in and/or they are unable to reset their password, please try removing them and re-adding them to the Portal. 

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