Upcoming Webinars

Whether you are new to CSG Actuarial, thinking of subscribing or need a refresher, our WEBINAR WEDNESDAYS are a great place to start. Please join us for any of these upcoming sessions.

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UPCOMING Webinars

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Easy Medicare Supplement & Dental E-Applications

CSG Actuarial is making it easier to quickly quote and apply for Dental, Vision, & Hearing plans by adding an Annual Benefit filter, in addition to the existing product filter, and by grouping carrier plans together. Submitting an application is easier than ever with CSG Actuarial’s universal, multi-carrier electronic application. It’s one application process for multiple carriers! Say good-bye to the headache and stress of having to learn multiple carrier e-app platforms. “Smart” App technology that verifies the application is accurate and complete before submission. Underwritten in real-time with logic to notify you of declinable conditions and prescriptions. Several methods accepted. One platform to manage all completed applications for multiple carriers: plan selection, policy numbers, and applications in progress.

Wednesday, June 26 at 2:00 p.m. Central Time – Click here to register

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Create Multiple Medicare Supplement Quotes for Different Client Segments

The CSG quoting tool gives you the opportunity to auto populate your client’s information and quickly run quotes for different client groups. Easily store basic client information and create manageable segments based on key demographics. Use an easy filtering process to create targeted lists of clients based on a number of demographics and current plan details. Then use the bulk quoting option to run multiple Medicare Supplement quotes at one time! This is a great tool for quoting leads or requoting a block of business that received a rate adjustment.

Wednesday, June 26 at  11:00 a.m. Central Time – Click here to register