COPIAFY SOLUTIONS - INSURANCE PLANNERS

Solutions COPIAFY SOLUTIONS - FINANCIAL SOLUTIONS

Insurance Planners

Commission slow this month, or a chargeback just hit? Add a revenue stream nothing can claw back.

C Copiafy

Clients Dashboard

Good morning, Lamar

Credit

Alex T.

742 Good

Financial goals

Emergency fund

$2,400of $5,000

Next best action

Cashflow

Income$4,200

Bills$860

C Copiafy assistant ×

Alex is on track for the emergency fund goal and credit score both.

742 Score

584

Ask a question...

Turn one income stream
into two with Copiafy.

Client Acquisition

Automate New

Client Intake

Automate New

Client Intake

Automate New

Client Intake

Automate New

Client Intake

Capture income, dependents, and existing coverage status with a branded intake link — so you walk into the first conversation already knowing whether you're filling a gap or starting from zero.

Client Onboarding

Keep Clients Engaged, Keep Policies in Force

A client who can see their own coverage in a branded portal is a client who's less likely to quietly let a policy lapse. Persistency isn't just good service — it's the difference between commission you keep and commission a carrier claws back.

Client Management

Bill for Advisory Work, Not Just Policies

Consultative and advisory services are already a recognized way insurance professionals get paid — separate from commission entirely. Invoice for that work directly in Copiafy, so it shows up as income you control, not income tied to whether a policy survives its chargeback window.

Offer clarity, not just a policy, with Copiafy.

Most people don't know what they're actually covered for until they need it and find out the hard way. Starting from a clear picture of existing coverage — not a guess — means every recommendation you make is closing a real gap, not just adding a policy. That's the kind of advisory work clients are willing to pay for directly.

Stop losing income to policies you already sold.

A chargeback doesn't happen because you did something wrong — it happens when a client stops paying or cancels within the window. The more engaged a client stays with their own coverage, the fewer of those calls you get. Less time spent recovering from lapses is more time spent writing new business — or billing for the advisory work you're already doing informally.

Good morning, Lamar

Financial goal

Emergency fund

$2,400of $5,000

Income & bills

Monthly income$4,200

Bills due$860

C Copiafy assistant ×

Credit health is trending up this week.

742 Score

584

Ask a question...

Good morning, Lamar

Financial goal

Emergency fund

$2,400of $5,000

Income & bills

Monthly income$4,200

Bills due$860

C Copiafy assistant ×

Credit health is trending up this week.

742 Score

584

Ask a question...

Give clients a reason to stay, not just a policy to hold.

A client who can log into their own portal and see what they're covered for — and what they're not — trusts the recommendation that follows more than one that arrives out of nowhere. That trust is what keeps a policy in force past the chargeback window, and what makes a client willing to pay for ongoing advice, not just a one-time sale.

Build your financial service solution with the following Copiafy features.

Client Intake

Capture income, dependents, and existing coverage before the first conversation.

Coverage Tracking

See existing coverage status and gap notes in the client's file, not buried in old paperwork.

Client Portal

Give clients a branded portal to stay engaged with their own coverage — and stay in force.

Invoicing

Bill for advisory and consultative services directly, a revenue stream separate from commission entirely.

Take the first step with Starter Suite.

Keep more policies in force, bill for the advisory work you're already doing, and build a second income stream commission volatility can't touch.

Learn More

Try Free

Keep up with the latest insurance planning insights and conversations.

fraud losses 2025

Fraud Losses Hit Nearly $16 Billion as Scams Become Harder to Spot

credit card interest 2026

Americans Paid More Than $250 Billion in Credit Card Interest and Fees. Here’s Why the Cost Is So Hard to Escape

AI tax crisis

AI Could Create a Tax Problem—Not Just a Jobs Problem

long-term unemployment 2026

1.8 Million Americans Are Long-Term Unemployed as the Job Market Gets Harder to Reenter

`Give your client impactful insights weekly`

Get Report

Build a Better Client Experience
With Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

Start Free

Get started
with Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

Start Free

Build a Better Client Experience
With Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

Start Free

Smarter financial management made simple.

Explore Copiafy

Support & Resources

FAQs

Signup

Contact Support

Legal & Compliance

Terms of Service

Privacy Policy

Notice at Collection

Get free articles and downloads.

Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.

Smarter financial management made simple.

Explore Copiafy

Support & Resources

FAQs

Signup

Contact Support