Helping your clients understand what they will experience as they use Coverpath just got easier!
View the Clients’ Guide to Coverpath video on the Coverpath process. Use Gainfully to send this video to your clients.
Download the accompanying client piece, Client Application Process one-pager for Clients.
Download the advisor piece, Client Application Process one-page for Advisors.
These new tools help you set the stage for your clients as you lead them through the Coverpath application process. Watch for more tools to help your clients navigate Coverpath with ease.
