We have created a video showing best practices for tracking Coverpath cases as a New Business Coordinator. You will find a link to the spreadsheet that is referenced in the video at the bottom of this page.
- You can find case status definitions by clicking here.
- Click here for additional Account Center information.
Best practices that are being used in firms:
- Send out a weekly list of pending inventory to each advisor and copy in their sales manager
- Send out a weekly list of brokerage pending inventory to brokerage director
For more questions regarding this video you can contact Jodi Moss at email@example.com