Webinar Schedule

New to CSG Training
If you are new to using the CSG quoting tool, this training is designed for YOU. During this webinar, we will introduce you to CSG Actuarial, who specializes in providing accurate, real-time quoting for Medicare Supplements, Medicare Advantage, Part D, Senior Dental/Vision, Hospital Indemnity and Final Expense. There are several additional features inside CSG including E-Applications, Electronic Scope of Appointments, Market Analytics and Carrier Heat Maps. After this training, you will fully understand why agents rely on CSG for all their quoting needs.

Wednesday, Feb 15 at 11:00 a.m. CST
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Submit Med Supp E-Applications for Medico Insurance Company on CSG APP
Agents can now submit Med Supp applications for Medico Insurance Company on the CSG quoting and enrollment platform. Kelly Rayburn, AVP National Sales Distribution, will join us for a Medico product overview. We will then demonstrate how to submit an application start to finish on CSG. 

Tuesday, Jan 24 at 10:00 a.m. CST
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How to Cross-sell with Queen of the Bundle Gaylan Hendricks
Ready to learn how to cross-sell from the ever best in the industry? Gaylan Hendricks, Queen of the Bundle , Motivational Speaker, Business Coach & Trainer, Insurance Industry Mentor and CEO of Senior Security Benefits will join us live to teach you how to better protect your Medicare clients with Dental, Cancer, and Hospital Indemnity plans. We will demonstrate how you can quote ancillary products and bundle using the CSG Actuarial quoting tool.

Tuesday, Feb 21 at 10:00 a.m. CST
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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.