Practice suite

Know where you're headed and how to get there.

The Practice Suite for Insurance Specialists

Designed specifically for you, an Insurance Specialist in an IIROC firm, the Practice Suite offers business planning tools along with proven marketing solutions. You can set goals and build a comprehensive plan, and we’ll provide you with the tools to follow through.

Planning

The Covenant Group is a renowned consulting firm that provides coaching and training to help you deliver optimal business results.

The following tools have been created to help you succeed as you build and work your plan. Please contact your Regional Sales Director for a copy of any of the documents listed below:

  • The business plan template provides you with the focus needed to set attainable goals and plan how you’ll get there.
  • The profiling tool provides you with a template to capture and store important, relevant information on your assigned Investment Advisors.
  • The marketing activity template will help you set dates and times to plan regular contact and work through your overall marketing plan with each of your advisors.

Tools

Express solutions

Express solutions is an end-to-end sales process designed to help Investment Advisors cross-sell basic insurance products.