CRM for financial services

Copper &
Experior.

A modern CRM built for insurance.

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Copper helps agencies attract more clients, wins deals, and grow their business.

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Pricing made for you.

Financial Associate

$15

per seat, per month

Financial Associate, Licensed

$15^*

$35

per seat, per month

Senior Financial Associate

$15^*

$40

per seat, per month

Senior Manager

$15^*

$50

per seat, per month

Executive Director

$65

per seat, per month

*Exclusive Experior partnership pricing available until June 30, 2026.

Everything your business runs on, all in one place.

Every little detail, 100% organized.

Your data, your production, your relationships - are synced and live in one place, so your agents can focus on what matters.

Your agency, your CRM.

Copper lets you brand the entire experience, so your agents trust the vision the moment they step into their new CRM.

No guesswork, only wins.

Recruiting pipelines, onboarding steps, and client management workflows are all automated, so nothing is missed.

"We are so excited that we finally have magic at our fingertips."

Monica and Rich Claypool

Executive Directors, Experior Financial Group

Strengthen your relationships & do your best work.

Copper accelerates your agency's growth.

In your dedicated recruiting pipeline, candidates flow from referral to screening to interview to offer - all visually tracked and easy to manage with drag-and-drop functionality.

You live in Google Workspace. Copper does too.

Copper centralizes everything. It works seamlessly with Gmail, Calendar and Drive, so you never have to switch tabs.

"Copper let us focus more on advice and investments - essentially providing service and less on admin. It's the backbone of our client experience."

Edsel Capillanes

Director of Operations, AJ Financial

Get your team up and running in days, not weeks.

Get started in a heartbeat.

Connect your team's Google Workspace account and get immediate access to a comprehensive history of all interactions with every client.

Digital workspace chat showing Jamie adding a note tagging Andrew Stevens, saying 'Awesome' with a thumbs-up emoji, and Andrew replying 'Thanks!'

Illustration of three people climbing large hands, one person holding a flag and helping another ascend, symbolizing teamwork and support.

"For a new agent, it's fantastic because you just start off on the right foot."

Ephraim Maxfield

Partner

Common Sense Financial

Get started today.

Request a demo and our team will provide a custom walkthrough.

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