IMPORTANT: The Coverpath Leadership Report was sunset in favor of the Coverpath account center.
The most accurate reference for Coverpath policies is the Coverpath account center (info here). It can be accessed by all Coverpath users, including advisors/brokers and any proxies for them.
Proxies with agency-level access can view cases, check their status, and export a report across all advisors. Information on proxy access is here.
Due to changes on the MassMutual MicroStrategy platform, the Coverpath Leadership Report was no longer updating accurately. In addition, it no longer included as much case status information as the account center.