Copeland Agent Pocket Manager

Copeland Insurance Group introduces our new Sales Pocket Manager app for Agents on the Go!

A mobile application designed to help you save time and money managing your health care sales. With one touch you can log your sales (by carrier). Sales Pocket Manager is your go-to resource for everything related to your health care sales. Knowing what you have sold and are owed has never been easier to track. It’s designed to be:

• Mobile – it goes where you go. Location based appointments turn into a single tap sales log. All your carriers online quoting in one spot; need support when on the go, this couldn’t get any easier.

• Personal – it’s designed to work for you. Get live weather based on your location, keeping track of personal reminders with notifications and calendar integration, Copeland Sales Pocket Manager is built to help. And you can rest assured, that we are here to help.

• Simplified – it highlights convenience. Tools like Copelands Quote app and online portal are built right in for easy access.
• Secure – it prioritizes your day with easy notifications. Our enhanced login, CIG ID keeps your convenience in mind. CIG ID allows you to access nearly all Copeland Insurance digital tools with one username and password.

Who can use Copelands Sales Pocket Manager? All contracted agents under Copeland Insurance Group.

Copeland Insurance Group agents get more from Sales Pocket Manager.
Sales Pocket Manager features include the following benefits (though their availability to you may depend on your contracting status):
− Register for copelandgroupusa.com/login to enable both mobile and online services
− Search for events by location
− Reminders with notifications
− Calendar integrations and notifications
− Copeland Digital Portal quick and easy access
− View and manage all sales by carrier
− Contact an experienced team member 24/7 for support information
− Setup personal sales goals and track your progress
− CIG HelpDesk * for IT support
− Carrier Alerts, organized all in one place

− Compliance Alerts, organized all in one place

Many more features coming soon

*In app purchases required