May Webinars
Feature Focus Training – CSG Actuarial specializes in providing market intelligence and competitive insights for the Medicare sector. Join us every Monday at 10:30 AM CDT to learn about the tools and data you have available to make more informed decisions about your business.
May 5: Understanding the Areas you Serve – Medicare Population and Enrollments
May 12: Create Your Own Custom Medicare Supplement Carrier Heat Maps
May 19: Medicare Advantage Enrollment Data
Please register for each session individually.
CSG New User Training
Thursday, May 8 at 2 PM Central – Register here
CSG Actuarial is the most widely used tool for quoting Medicare Supplements in the industry. Discover why agents trust it to quote all Medicare Supplement carriers and gain valuable insights on rating classes, rate adjustments, loss ratios, underwriting, and more! See how CSG can help you cross-sell Dental and Hospital Indemnity.
Medicare Supplement Universal E-Application
Thursday, May 29 at 11 AM – Register here
Master one application, and you can master them all! CSG Actuarial’s universal e-application provides a single login, one streamlined application, and a consistent process across multiple carriers. This eliminates the hassle of navigating various enrollment platforms. The applications underwrite in real-time and offer multiple signature options, including in-person, email, and text. Applications submit to the carrier in real-time and you get paid the same!
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.