April Webinar Schedule

CSG APP | New User Training Learn how the CSG APP can be used alongside the Integrity Technology Suite to quote Medicare Supplement and ancillary products. Learn about CSG’s resources and tools to help you better understand the Medicare market.

Wednesday, April 3 at 10 a.m. CDTClick here to register

Rate Adjustments, Loss Ratios and Household Discounts – Get detailed Medicare Supplement quotes with the CSG App. Compare premiums, rating classes, age increases, policy fees, and underwriting across carriers and plans.

Wednesday, April 10 at 11 a.m. CDTClick here to register

NAIC Releases 2023 Medicare Supplement Data  – Industry leaders rely on data provided by the National Association of Insurance Commissioners (NAIC) to determine the market share of Medicare Supplement and stay updated with the latest market trends. Join us as we provide a comprehensive summary of the data, including the number of lives covered by carriers, states, and plan types. Additionally, we will track trends in carrier loss ratios to predict potential future rate adjustments. The data is conveniently summarized in the CSG APP.

Wednesday, April 17 at 10 a.m. CDTClick here to register

Medicare Supplement E-Application Training – Submitting an application has never been easier with CSG Actuarial’s universal, multi-carrier electronic application. This advanced technology allows you to complete one application process for multiple carriers, making the process more efficient. Our “Smart” App technology ensures that the application is accurate and complete before submitting it and underwrites it in real-time. This helps notify you of any prescriptions or declinable conditions that may need attention. Additionally, we accept several signature methods including applicant verification, email signature, or text signature.

Wednesday, April 24 at 11 a.m. CDTClick here to register

Better Protect Clients by Recognizing Cross-sell Opportunities – Integrity offers agents valuable insights into their clients’ Medicare coverage gaps, along with suggestions for ancillary products that can be cross-sold to them. By using our additional quoting and cross-selling tools, you can enhance your selling potential and make the most of every opportunity. To help you develop effective sales strategies, we are joined by Gaylan Hendricks, the Queen of the Bundle.

Tuesday, April 30 at 11 a.m. CDTClick here to register


Introduction to CSG APP

CSG is the industry’s leading source for Medicare and ancillary quoting and market intel. This video gives you a quick overview on the tools available to you inside the CSG APP in MedicareCENTER.

Medicare Supplement Quoting & Cross-Selling

Quote the entire Medicare Supplement market, view rate adjustment history, market data, underwriting and much more. CSG provides you the perfect cross-selling opportunity to stack Dental, Vision Hearing and Final Expense plans alongside your Medicare Supplement comparisons to create a full health portfolio for your client.

Medicare Advantage Quoting & Hospital Indemnity Fill the Gaps

Quote all Medicare Advantage and Part D plans, enter and save prescription drugs and pharmacies, view plan details, drug costs and enrollment data. Create custom comparisons and cross-sell efficiently with the Hospital Indemnity Fill the Gaps tool.

How to Submit E-Applications

Quote and enroll on the same platform! CSG’s universal application process makes it easy to submit applications right on the quoting tool. This tutorial video takes you through Medicare Supplement and Medicare Advantage applications start to finish.

E-Scope and Document Locker

Capture your Scope of Appointments electronically on CSG. Store and manage your scopes inside the Document Locker. Watch the tutorial video to see in-person and remote signature options. Learn how to upload other documents and organize your Document Locker.

Market Edge - Medicare Demographics and Carrier Heat Maps

Find areas of opportunity with Market Edge! View Medicare Supplement and Medicare Advantage enrollments by state and zip code as well as how many individuals are turning age 65 and over age 65. Create your own custom carrier heat maps to see where your top carriers are competitive at by state and zip code without having to run several quotes.