We're here to help!
For technical support, feature requests and general feedback, you can contact us through:
- Email: firstname.lastname@example.org
- Phone: 1-866-957-5347
- Live Chat: While in Coverpath, click the Chat icon (look at the bottom left of the page):
All support options lead to a team of dedicated and experienced Coverpath product experts, including key points of contact for you during onboarding like Josh Millman, Jeff Maxwell, Jodi Moss, Nicole Sampson, and Lenny Martino.
Monday: 8:00 - 8:00 PM EST
Tuesday - Thursday: 9:00 - 7:00 PM EST
Friday: 9:00 - 6:00 PM EST
This Help Center is also available to you by clicking the FAQ option any time you are logged into Coverpath:
IMPORTANT: If your admin team handles some of your support requests, please provide one of the following to us (email@example.com):
- Written (e.g. email) authorization for [Admin Name] to contact us about apps/applicants
- Your standard authorization form (via your agency)
GAs can submit a single request (either #1 or #2 above) listing all Field Staff names and the financial professional they can make requests on behalf of.
Your feedback is extremely important: as it helps us drive product improvements for you and clients. Please keep the feedback and feature requests coming!