For Brokers

Welcome to CoPower’s resource center for Brokers! Here you’ll find our sales tools, selling points, worksheets and calculators right on this page! Furthermore, visit our All-in-One sales kits microsite, which includes bundles of tools designed to equip you with everything you need to sell for your target carrier!

Why Sell CoPower

  • Keep ahead of industry trends with the latest ideas and best practices.
  • Differentiate your business with a full range of ancillary products.
  • Increase client retention by selling multiple product lines.
  • Groups as small as two are eligible for large company benefits with CoPower’s exclusive ancillary plans.
  • Ancillary plans are exempt from health care reform legislation.
  • Your carrier commissions on CoPower’s ancillary products are stable, unlike medical carrier commissions.
Increase the annual value of your client and keep that client for additional years by selling supplementary products.

If your client doesn’t renew your medical plan, you can still retain them with ancillary products.

Five-year retention rates:

  • Of clients who have been sold a single product, about 50% are still a client.
  • For clients that have been sold two products, retention increases to 70%.
  • For clients that have been sold three or more products, retention tops 90%.

Sales Tools

Sales… made easy. Always provide your clients with the most recent benefit information by downloading the sales tools below! Simply click on the thumbnail of the desired flyer and you will open up a PDF of the flyer. If the flyer is customizable, fill in your broker information on the flyer’s fillable section. Save or print the flyer, and it is ready for distribution!

Don’t see the sales tool or flyer you need? Email us at requests@copower.com with your suggestions!

Quoting CoPower

CoPower has teamed up with LISI to provide you access to HealthConnect their online quoting system.

With HealthConnect you can:

  • Instantly create and/or edit proposals
  • Compare benefits and rates of one health plan or multiple plans.
  • Provide customized proposals to your clients. Your name is displayed on the cover – LISI’s.
  • Complete confidentiality guarantee by secure ID and password.
  • Download and print or e-mail the proposal to your clients.

To use HealthConnect, go to LISI’s website , log in, then go to ‘Run a Quote’. If you are a new user, set up an LISI account to gain access.