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. Its 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 couldnt get any easier.
Personal its 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