Inforce illustrations for term life policies are now available on Coverpath so you can have practical and relationship-building conversations with your clients about the future of their policies and benefits of conversion. This feature includes enhancements to our visual illustration sales tool and lays the groundwork for the release of inforce illustrations for whole life policies later this quarter.
How it works:
You can run an inforce illustration and access it directly from your client Case Center. The current version of inforce illustrations on Coverpath:
- supports illustrations with no hypothetical changes to the policy
- supports illustrations with a hypothetical face amount decrease
- does not support partial conversions
“We’re excited to bring inforce illustrations to Coverpath! This was a huge cross-team effort and we hope it will help advisors have many meaningful conversations with their clients about their future.” Grace Ki, Product Owner, Advisor Sales Tools
Give Us Your Feedback!
Have an idea to improve a feature on Coverpath? We want to hear from you! To provide feedback or request new features, go to the “What’s Ahead” section on hub.coverpath.com and click the “Send General Feedback” button.
FOR FINANCIAL PROFESSIONAL USE ONLY.
Insurance products on the Coverpath platform are issued by Massachusetts Mutual life Insurance Company (MassMutual), Springfield, MA 01111-0001. Not all products are available in all states. State variations may apply. CP-202104-1412