Capture and sign Scope of Appointment forms inside your CSG quoting tool. Fill out the form alongside your client or allow them to fill out their information out via the […]

Client Manager connects with the quoting tool, auto populating your client’s information to quickly run quotes. You will never have to look-up or ask for a client zip code again! […]

Attend this webinar for a guided walkthrough of our new illustration & application software. I'll show you all the fantastic highlights and help you understand how this powerful software can […]

Learn how to grow your business practice with Business Life Insurance Sales Ideas. With Buy-Sell, Key Man and Executive Bonus there are many ways to help a small business grow […]

Attend this webinar to learn about our individual DI product, Personal Paycheck Power, and the optional riders you can offer your clients to meet their specific needs.