Below are some frequently asked questions we receive from customers. Several of the items that relate to policy activities (e.g., online payments, reviewing policy details, certificates of insurance and loss runs, etc.) require you to be logged into the Customer Portal with your email and password. If you have not established your Customer Portal account, please email [email protected]
Within the Customer Portal, click on the Billing link in the left-hand side menu and then select Recent Statements. Make sure the box is checked on the left-hand side for the invoice you would like to pay and click Pay Selected to pay that invoice.
Go to the Billing link on the left-hand side menu in the Customer Portal and then click Auto-pay. Follow the instructions to set up Auto-pay.
Within the Customer Portal, click on the Billing link on the left-hand side menu and then click into Recent Statements. On the right-hand side of the screen, you can click on View Statement to view or download as needed.
In the Customer Portal, click into Billing link in the left-hand side menu and then click on the Payment Methods link. You can add and save any payment method in this screen.
In the Customer Portal, click on the Policy link in the left-hand side menu. In the Policy screen, you will see your policy information including your underwriter’s name and contact information.
In the Customer Portal, click on the Policy link on the left-hand side menu and select the insured name you would like to generate a certificate for. In the Insured screen you will see the option to check a box for a Claims or Cert to either pull a claims history or a certificate of insurance for that insured. After checking the appropriate box select Download Certificates.
In the Customer Portal, click on the Report link on the left-hand side menu. After clicking into Report, it will list all policies you have access to for running a loss run. Select the appropriate report and select Download Reports. Please note that loss runs are only available for agents, policyholders, and practice staff.
Email addresses cannot be changed in the Customer Portal. Please email [email protected] and they will update that information on your account. If an email address change is needed, you will receive a new emailed invitation to re-register your account with your new email address.
There are two options for submitting an incident/occurrence report:
1) During business hours (Mon.–Fri., 8am–5pm, MST), you can call Copic at 720.858.6395 to speak with a representative and make a report; or
2) You can also initiate the reporting process in the Customer Portal by selecting the Incident Reporting link on the left-hand side menu. Here you will fill out a report form and hit submit. A Copic representative will then contact you to complete the process.
First, make sure you are logged in to the Customer Portal with your email and password. In the Customer Portal, there will be recommended courses on your Dashboard. You can also click on the Education link on the left-hand side menu to see recommended courses and you can click on the Browse Full Catalog link to see all on-demand courses that are offered. Outside of the Customer Portal, the Education page on the website lists current education activities.
After logging into the Customer Portal, click on the Education link, then the Browse Full Catalog link and then the My Learning tab. You will see the courses you are enrolled in and any completed courses. Click on the course title and you will be taken to another screen to complete the evaluation. Upon completion, you will select the CME certificate to print or save.
First, make sure you are logged into the Customer Portal with your email and password. Go to the Consent Forms page. After selecting the consent form you would like, you will be able to download the form.
