CSG New User Overview Training – New Users
Understand how to quote Med Supp & Ancillary Products. Learn how to cross-sell Hospital Indemnity to your Med Adv clients this AEP. View Medicare demographics and enrollments by state and zip code.
Wednesday, December 6 at 10 a.m. Central Time – Click here to register
CSG Med Supp Quoting and E-Application Training
Learn what to look for when quoting Med Supp carriers, such as rate adjustments, discounts, and loss ratios. Learn how to compare plans and take an e-application in the tool.
Tuesday, December 12 at 1 p.m. Central Time – Click here to register
How to Cross-sell Hospital Indemnity to Med Adv clients using CSG Fill the Gaps tool
Start filling your client’s Med Adv coverage gaps with Hospital Indemnity. The CSG App inside MedicareCENTER offers the only Medicare Advantage and Hospital Indemnity cross-selling tool in the industry! The Fill the Gaps tool allows you to compare multiple Hospital Indemnity plans alongside your client’s Medicare Advantage plan to find the best plan to fill their coverage gaps.
Thursday, December 14 at 10 a.m. Central Time – Click here to register
MarketEdge: View Medicare Demographics & Carrier Heat Maps
Learn more about the Medicare demographics in your state and how you can expand your service area. MarketEdge allows you to 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 customized Med Supp carrier heat maps to see where a carrier is competitive without running quotes.
Tuesday, December 19 at 1 p.m. Central Time – 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.