Take a tour of how Policy Inquiry within your Expert Office suite allows you to view pending new business general policy information, requirements, APS and underwriting specifics. Receive statuses in real-time, mirroring […]

Join me to learn about Path Protector Plus® Whole Life – 5 plans that can be customized to fit clients across the financial spectrum!

Let's start making e-applications easy! CSG's universal application process makes it more convenient to submit business electronically. Quote and enroll in one platform. It's the same application process for all […]

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 […]