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Coverpath Training and Resource Center

Coverpath is an online platform that helps advisors reach and serve clients who prefer a digital purchasing experience but also value the guidance of an advisor. We've curated a collection of Training Replays, Instructional Videos and Best Practice Tutorials designed to help you effectively utilize the Coverpath platform.

Launch Coverpath

Coverpath: Sell Life Insurance Online

A Convenient, Digital Experience for You and Your Clients. Key Features:

Algorithmic underwriting (faster decisions and placement)

Shareable and responsive online application

Self-service capabilities

Required Coverpath Training Courses

These courses provide an overview of MassMutual’s Coverpath platform, as well as information on how to submit applications and manage cases for inforce (native and migrated) policies. It is recommended the eLearning be completed in the order presented.

Visit the Coverpath Page at Mass Mutual University

1. Introduction to Coverpath

Enroll

2. Navigation and Functionality

Enroll

3. Coverpath Illustrations

Enroll

4. Submitting New Business

Enroll

5. Tracking and Underwriting

Enroll

6. Managing Cases: Inforce Business

Enroll

FFG TRAINING REPLAYS

Click the Video title to Watch in a New Tab.


Key Coverpath Training Resources

Click the Image or Button to Open and Download.

Coverpath Resources

Coverpath Resources

Click Here to Download
Coverpath Eligibility

Coverpath Eligibility

Click Here to Download
Coverpath Reference Guide

Coverpath Reference Guide

Click Here to Download
New Whole Life 10-Pay on Coverpath

New Whole Life 10-Pay on Coverpath

Click Here to Download
Scheduling Exams in Coverpath

Scheduling Exams in Coverpath

Click Here to Download
Coverpath Client Portal<br/>Comparison Chart

Coverpath Client Portal
Comparison Chart

Click Here to Download
Coverpath and EZ-app Comparison Chart

Coverpath and EZ-app Comparison Chart

Click Here to Download
Coverpath Illustrations Center vs. Quote or Apply Comparison Chart

Coverpath Illustrations Center vs. Quote or Apply Comparison Chart

Click Here to Download
The Coverpath Underwriting Companion

The Coverpath Underwriting Companion

Click Here to Download
Coverpath Underwriting Outcomes

Coverpath Underwriting Outcomes

Click Here to Download
Coverpath Best Practices

Coverpath Best Practices

Click Here to Download
Coverpath Policy Migration

Coverpath Policy Migration

Click Here to Download
Coverpath New Business for<br/>NBCs

Coverpath New Business for
NBCs

Click Here to Download
Commissions on Coverpath Reporting

Commissions on Coverpath Reporting

Click Here to Download
Coverpath Whole Life Change Form

Coverpath Whole Life Change Form

Click Here to Download

Coverpath: Client Resources

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Client's Guide to Coverpath

Client's Guide to Coverpath

Click Here to Download
Application Process: Owner Different than Insured

Application Process: Owner Different than Insured

Click Here to Download
Accepting an Offer on Coverpath

Accepting an Offer on Coverpath

Click Here to Download

Coverpath Help Center

Featured Articles: Whole Life Availability

On this page:

Whole Life Product Availability
Whole Life Rider Availability
Supported Features
Current Restrictions
Avocations
State Availability
Health Class Guide

Featured Articles: Term Life Availability

On this page:

  • Term Product Availability
  • Term Rider Availability
  • Supported Features
  • Current Restrictions
  • Avocations
  • Current State Availability
  • Health Class Guide

Coverpath Help by Topic: Click the Button to Open.

Access & Getting Started
Compensation & Reporting
Support & Troubleshooting
Post Submission Process
Forms
Post Issue
Marketing
Underwriting
Application Process
Products & Riders
Tracking Cases
Migrated Policies

Contact your Practice Development Specialist

Click the Button Below to Schedule a 1-on-1 Consultation with Brandon.



Brandon Stinson

Practice Development Specialist
Phone: 516-860-9567
brandonstinson@financialguide.com

Brandon Stinson is a proven leader with a dedication for solving complex problems mathematically. He is an enthusiastic and fervent learner who processes new information quickly and can apply it to meet objectives with precision and confidence. He maintains a nuanced systematic perspective driven by intrinsic intellectual curiosity and refined by applied experience.

Schedule a meeting with brandon


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