Coverpath currently supports business-owned policies (key person, buy sell, etc.).
How to Create a New Business-Owned Case
Select the Business dial and enter in the business's name, entity type, contract state, authorized signer's information, and insured information.
Note: The authorized signer will be the one to finish/submit the application and in control of the Coverpath account.
How to Create an Additional Business-Owned Case
Follow these instructions if you'd like to send multiple quotes or applications to the same business owner. Select the Business dial and click on the "Lookup existing client" search bar. Key in the first few characters of the entity's name. Select the correct populated entity and the owner information section will prefill. Continue filling out the rest of the quote/application.