Senior Market Products

Copeland has provided leads along with the technical and structural support necessary to facilitate the sale. Our broker team coordinators have helped us not only with regulatory issues but also in a "hands-on" fashion with everything from ready-access sales slicks to personally attending sales seminars. We could not be more pleased with the service provided by the Copeland Group.

Bartlett, TN

#1 FMO in Texas Copeland Group Marketing

With over forty years experience in the insurance brokerage industry serving Independent Agents and MGAs across the nation, we have established a reputation as one of the best FMO firms in the business. Our FMO back offices employ over 80 individuals dedicated to providing Agents contracting service, compliance, and marketing support. We work closely with our contracted agents to ensure they’re selling in a compliant manner by providing on-site and online product training, certification instructions, and enrollment processing assistance. We support our Agents’ sales efforts and provide free Senior Market leads (as available per market). We are also one of just a few FMOs that features an on-staff accounting team dedicated to assisting with commission resolution which helps make the Copeland Group one of the best FMOs in Texas and across the nation.

Our Independent Agents remain Agent of Record (in most cases) and enjoy:

  • The best national contracts
  • On-line contracting with many products, easy fillable PDF files
    for all others
  • Guidance with Credentialing & Certification
  • Dedicated Marketing Team for
    one-on-one sales and contracting assistance
  • FREE Errors & Omissions (E&O) Liability Insurance
  • 5-person internal accounting team to help expedite resolutions
  • Compliance assistance to help protect your reputation
  • Senior Market leads
    (as available)