This option copies the advisor’s unique Coverpath link, which can be used for marketing on a website, email, social media, etc. The client can research Coverpath, get a quote, and apply online.
- Can only be used for term
- The client creates a quote and fills out 100% of the application
- Click here for more Marketing ideas and pre-approved materials to use with this link
- Login to Coverpath
- Click on Copy Link on the home page
- Click on Copy Link at the bottom of the screen
- You can now paste the link to a website, email, social media post, etc.; the link takes the client to a page to create a quote and fill out an application. Click here for details on the client experience.
Note: Your unique Coverpath link will automatically populate into the Coverpath email marketing tool Gainfully. Click here for more information on Gainfully.
Click here for details on the client experience