What should I check on my application before uploading to the Agent portal?

Notice: New business workers' compensation submissions in AZ, CA, CO, NM, NV, UT are submitted in the CopperPoint Agent/Broker Portal. P&C submissions can be submitted to submissons@copperpoint.com.

New business P&C and workers' compensation submissions in AK, ID, MT, OR, WA are emailed to your Underwriting contact.

If you have questions, call us at 800.231.1363 or click here to submit a Help Request.

    • 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.

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