At CopperPoint, we’re building the heart of a new standard for insurance – and that means deepening our partnerships with professionals like you to make the relationship even more mutually rewarding.
We’re making it even easier to do and build business with us, which is why we’ve recently made substantial enhancements to the CopperPoint Portal to simplify the new business submission process.
Now when you visit the portal, you’ll have access to:
|
Quicker online submissions
- ACORD Application reader to minimize manual entry
- Instant hold in the market reservation
- Straight Through Processing
- Applications less than $25,000 do not need ACORD application
- Ability to view bindable quote
- Policy issuance without underwriting approval
- Recent updates
- New eligible classes for WCIRB
- 8820 – Law Firm
- 8821 – Law Firm Support Services
- 9059 – Day Care Centers
- New eligible classes for NCCI
- 8820 - Attorney
- 8869 – Child Care Center
- 9083 – Restaurant Fast Food
- All eligible restaurants now accepted as new ventures
- View our quick video introduction to the online submission system
|
|
Valuable account management tools
- Automatic Notifications: Receive an email notice for new events on your accounts, including notice of cancellation and billing due reminders
- Commissions: Download statements in PDF or excel formats
- Claims reports: Request loss runs, claim status reports, claim analysis reports, adjuster notes and view claims updates
- Billing transaction summaries: View account history, make a payment and check billing status
- View and review policy documents
|
Smarter interfaces, more convenient resources, greater clarity and control: they’re all part of getting closer to go even further. Check out the enhanced experience on the CopperPoint portal today – or, if you’re new to it, please click here for access.
And if you have any questions or need any assistance, please reach out. We’re here to help, and grow together.
Sincerely,
CopperPoint Insurance Companies
At the heart of everything we do are the people we serve.
800.231.1363 | corporatecommunications@copperpoint.com
