Multiple Carriers

Utilize the CSG e-application system for these carriers and product lines. Click on the company name for an in-depth video to see how to easily complete and send applications directly to the carrier from within the CSG quoting system.

• All applications are automatically saved and stored as you complete each page. Access your saved applications from your CSG application dashboard.

Application Highlights

Electronic applications can be accessed on the CSG APP inside Integrity’s MedicareCENTER, your FMO's portal or the carrier's Agent Portal.

 

Contracting Requirements
• An agent must be contracted with the carrier to submit an application.
• The first time an agent clicks “Apply Now” on the quote results page, they will be required to validate with the individual carrier’s Agent ID or NPN (each carrier specifies the correct number to enter). The system will automatically validate the ID and save it for future applications.
• If newly contracted, allow 24 hours to validate ID.
• If the agent’s number cannot be validated, the agent must contact their upline or carrier.
• If the agent is contracted with the carrier, but not appointed in a particular state with the carrier, states that allow just-in-time appointments will allow the agent to submit an application.
• An agent can change their Agent ID for a carrier in the Settings portion of the E-App Dashboard.

 

Application Signatures 
• Applicant Provides Identifying Information: Applicant’s Mother’s Maiden Name and Last 4 Digits of Applicant’s Social Security Number. In-person only.
• Email Signature Link: In-person or remote
• Text Signature Link: In-person or remote
• Wet Signature: Selected in Method of Payment Section. Agent prints filled out PDF application. Applicant and Agent sign the paper application. Agent sends paper application to carrier.

 

Application Status – status can be found on carrier’s website after application is signed and submitted 
• Incomplete: Application started but not completed/submitted. Applications pending applicant signature are considered incomplete.
• Submitted: Application submitted to the carrier.
• Submission Failed: Application failed to submit to carrier either due to errors in the application or CSG or Carrier Server/Connection issues.

 

Method of Payment
• All carriers (except Allstate): the premium amount will be updated in real-time when the household discount section, date of birth is changed or plan type is updated.
• United Healthcare: premium amount does not remove the EFT charge. The household discount will be adjusted after application submission and UHC verifies the household data. 

 

Open Enrollment vs Guarantee Issue status
• All carriers (except ACE): on the Select Undewriting Situation page – for birthday or anniversary rule states mark your situation at Open Enrollment. For ACE applications – please select Guarantee Issue for these special enrollment situations.