March Webinars
CSG APP | Medicare Market Intel – CSG Actuarial’s suite of quoting tools and market data is free for Integrity agents. Learn how the CSG APP can be used alongside the Integrity Technology Suite to better understand Medicare trends and enrollment data. Agents will use CSG APP for all their Medicare Supplement quotes and enrollments. The training will focus on Medicare market data to help strategize lead purchases in LeadCENTER.
Wednesday, March 6 at 1 p.m. CST – Click here to register
CSG APP | Medicare Supplement Quoting & eApp – Agents will use the CSG APP inside MedicareCENTER & LifeCENTER to quote and compare Medigap plans. This training will show agents how to run and compare plans and define household discounts, rating classes, loss ratios, age increases, rate adjustments and much more. We will demonstrate how to apply for a Med Supp plan using the multi-carrier e-app platform!
Wednesday, March 13 at 12 p.m. CST – Click here to register
CSG APP | Cross-selling Ancillary Products to Medicare Clients – Learn how to effectively cross-sell Dental and Hospital Indemnity plans to your Medicare clients utilizing the CSG agent quoting tool. Stack Medigap plans alongside DVH plans using Universal Comparison Tool. Show clients how Hospital Indemnity pairs well with Med Adv and fills their coverage gaps.
Thursday, March 21 at 1 p.m. CST – Click here to register
CSG APP | Bulk Quote Medicare Supplement Leads & Clients – There is a quick and easy way to bulk quote Medicare Supplement leads and clients with your preferred carriers in the CSG APP. This training will walk you through the steps.
Tuesday, March 26 at 1 p.m. CST – Click here to register
Medicare Shopping and Switching Study – Deft Research joins us to discuss results of its Medicare Shopping and Switching Study. We will discuss behaviors of seniors during the Annual Enrollment Period, what factors are driving Med Adv and Med Supp switching, how consumers are shopping for plans and their agent utilization and experience. We will discuss resources Integrity agents have available to help aid in consumer shopping and switching and provide best practices for marketing to clients and leads based upon the study’s findings.
Thursday, March 28 at 1 p.m. CDT – Click 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.