Senior Market Products

Our group has been working with The Copeland Group since 2007 and I can tell you that it has been the foundation in our agency success. Their commitment to providing new, cutting-edge ideas helps us grow. They understand our goals and contact us on a regular basis to offer assistance and guidance. They have knowledgeable and professional staff to assist us when need them.

I appreciate Copeland’s devotion to my needs as a broker. Almost every time I talk to Rudy or James, they give me an idea that makes me grow as an agency. We chose them over several organizations because of their commitment to our success, as Rudy always says, “we are successful when you are successful.

SeniorCare Benefits Center - MGA

#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)