Noreen Lindsay

Program Specialist at Covisum

Role: Program Specialist at Covisum
Location: Omaha, NE, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About Noreen Lindsay

Bringing 20 years of experience in the life, long term care & financial industries, I…

Experience

Program Specialist
Covisum
Dec 2017 — Present · Omaha, NE, US
Covisum is a financial tech company that finds significant gaps in financial understanding and then builds software solutions that help advisors and financial institutions grow by delivering value to their clients. Ultimately, we help advisors and their clients create a shared vision of the future.

Skills

Leadership
Employee Benefits
Long-Term Care
Process Improvement
Term Life Insurance
Long Term Care Insurance
Financial Services
Strategic Planning
Insurance
Microsoft Excel
Business Process Improvement
Escalation Resolution
Customer Service
Management
Life Insurance
Retirement Planning
Fixed Annuities
Sales

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@covisum.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Covisum

Financial Services · 8 employees · Founded 2016 · Omaha, Nebraska, United States

We help advisors and their clients create a shared vision of the future. “Co” means joint or shared, and “visum” means vision or mental image; Covisum thus means shared vision. Expert Support – You can get us on the phone, email or chat and we’ll help you with software or subject matter questions. Prefer to self-solve? Search our knowledge base for robust documentation and explainer videos 24-hours a day. Actionable Client Reports – Created by an advisor, for advisors, our reports have client-friendly graphics and show the value you add. Nearly 1 million lives have been impacted by reports generated through our systems. Growth-Oriented – Helping you grow is why we’re in business. That’s why we provide practice management and marketing resources that align with your subscription. Try, buy and grow! Step 1: Try the software for free and see the value. Step 2: Subscribe and unlock branding capabilities and gain access to marketing materials. Step 3: Tailor your tech stack and add a growth engine! Guarantee: No contract required.

covisum.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.