E-Applications - Tutorials

Watch a few of our E-Application tutorials to get up to speed with how you can submit business through our application.

Client Shopping Cart

See how the cart feature allows you to increase your selling potential. Cross-selling made easy for multiple products and carriers in one easy checkout process.

Full Demonstration

Watch how to submit an application on CSG’s platform start to finish.

Rate Changes

See how CSG’s e-application automatically adjusts the applicant’s rate as changes are made to the application.

Signature Options

CSG’s e-application accepts multiple signature options that may vary by carrier. Watch how to submit an application using the applicant’s identifying information and email signature link.


CSG’s platform underwrites in real-time and will notify the agent if there are discrepancies between the underwriting type selected and the information entered. The system will inform the agent on what needs to be adjusted for the application to be submitted and/or accepted.

Dental/Vision E-Application

Watch how quick and easy it is to submit a Dental and/or Vision application on the E-Application Platform.