Coverpath is a new platform that gives you and your clients a modern, efficient way to acquire and process convertible MM term life and whole life policies.
Login to the intuitive, online app and send prospective clients a simple link that provides access to all the relevant policy information and application itself. That’s it on the front-end -- there is minimal to no administrative overhead. Clients access your financial professional-specific Coverpath site and apply online in about 20mins.
Go beyond and leverage Coverpath’s digital capabilities: Use your customized site URL to generate leads and sales through your Facebook and LinkedIn financial professional pages, social media ad campaigns, your agency website, and more.
Tap into the underinsured middle market that wants the efficiency of an online application without giving up the support and expertise of a financial professional.