If you are testing Coverpath on yourself, or actually submitting an application for yourself, keep these tips in mind:
- As the financial professional, open Coverpath in a single Chrome browser tab.
• Only use this browser session as the financial professional
• How to login
- As the client, open the Coverpath app link in a different browser type, such as Firefox, Edge or Safari, OR, open a Chrome incognito window: File > New incognito window
• Only use this browser session as the client
- Avoid using your MM / work email as the client email address (use a personal email address instead).
• This allows you to clearly identify notification emails meant for you vs. the client