July Webinar Schedule
CSG APP | New User Training – 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 quote Medicare Supplement and ancillary products. We will highlight resources and tools to help agents better understand the Medicare market.
Tuesday, July 2 at 1 p.m. CDT – Click here to register
Feature Focus Training – Join us every Monday at 10:30 a.m. CDT for a quick 15-minute feature-focus training designed to provide helpful tips when quoting Medicare Supplements. Each week, we will build on a quoting feature. Focus on the quoting feature that week and by the end of the month, you will be an expert in quoting Medicare Supplements in CSG.
Click here to register for each session:
July 1: Medicare Supplement Underwriting Tool and Condition Lookback Periods
July 8: Household Discounts and Rating Classes
July 15: Market Analytics: Age Increase, Rate Adjustments, Loss Ratios
July 22: Create Plan Comparisons & Universal Comparison
July 29: E-Applications
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.