Grow your business through The Covisum Process

Covisum-Process-bannerCovisum offers more than just software. We’ve developed a process that involves training and support to set you up for success. We believe in improving lives through better financial decisions. We provide a AAA experience through awesome support, actionable client reports, and aligned interests. And we’ve got a proven process to help our customers succeed. Want to join a winning solution? Here’s how it works:

Covisum-Process-arrow-circle1. Start free trial

➞ Complete "Getting Started Guide"
➞ Scheduled training with support
➞ Generate actionable reports

2. Become a subscriber

➞ Set up profile
➞ Introduction to resources
➞ Initial marketing discussion
➞ Access to expert support team

3. Ongoing support

➞ Client case reviews
➞ Assistance with subject matter questions

4. Communicating to your target market

➞ Microsites
➞ Client brochures
➞ Branded reports
➞ Seminar presentations

5. Grow your knowledge and expertise

➞ Webinars
➞ Online content and resources
➞ Covisum's The School

6. Bring together retirement strategies

Social Security Timing
Tax Clarity 
➞ SmartRisk

Don’t take our word for it. Listen to our happy customers. Want to know more? Contact us today and let us know how we can help you succeed.

Contact us

This entry was posted in Blog, Covisum Team, Marketing Strategies, Software Programs