Onboarding Role & Resources
What are the Onboarding Functions & Tasks?
Online Portal for CopperPoint Policyholders.
Online Portal for CopperPoint Policyholders.
Contains information for the SW & CA region regarding the insurance policy details of insureds, agents, coverages, etc.
What is PolicyCenter?
Alaska & Pacific Northwest applications are accessed here.
What is Citrix?
Provides benefits to employees who get injured or sick from a work-related cause.
What is workers' compensation insurance?
Contains instruction, helpful information and procedure. It also includes pathways and direction to access system & documents.
What is the Contact Center & Onboarding Role Manual?
Online Portal for Producers.
What is ProducerEngage?
Contains information for the SW & CA region regarding the insurance policy claims.
What is ClaimCenter?
Used for AK & PNW documents and is the file tree of all the Alaska National policy documents.
What is Retriever?
Principled. Committed. Human. Inventive. Hardworking.
What are the CopperPoint Values?
Houses operations procedure, Role Manuals, meeting artifacts, reference documents, and training material.
What is the Knowledge Base?
CopperPoint reporting information is stored here.
What is Enterprise Data Warehouse (EDW)/PowerBI?
Contains information regarding the insurance policy billing, collections, etc.
What is BillingCenter?
Used to create policy numbers, create endorsements, enter reinsurance premium, etc.
What is Policy Admin System (PAS)?
Includes unique personal identification numbers or data related to CopperPoint’s policyholders, claimants, vendors, producers, and other partners.
What is sensitive information?
Notepad, OnPoint , Salesforce, Guidewire systems, Call Center Directory Access Database, Citrix- PAS & Retriever, Outlook, Teams , 8x8 Work .
What should be open at the start of your day?
Used to look up Audit information for SW, CA, AK & PNW policies.
What is Nexus?
Policies, Accounts, Producer Codes, Activities, Contacts.
What are the general search options in PolicyCenter?
Used to update policyholder information during the Onboarding process.
What is Salesforce?
A means of providing insurance for businesses that may not be able to get workers comp insurance in the private market.
What is Assigned Risk (plan or pool)?
Documents developed to help our agents, insureds and internal users navigate the transition to Direct Bill through Billing Center.
What are ANIC Direct Bill FAQs Docs?
Pay As You Go workers’ compensation billing solution for business.
What is CopperPay?
What are the screens available in ClaimCenter?
Contains information regarding billing & invoicing.
What is BillingCenter?
Entrepreneurial Culture, Closer Relationships, Best-in-class Service, Community Commitment.
What are the CopperPoint Strategic Pillars?