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 the information available in the administration system. In addition, Policy Inquiry gives you access to current values, dates and status of all inforce policies.

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 carriers, which eliminates the headache of having to learn several different carrier e-app platforms.

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 email signature process. Save and manage all your completed SOAs inside the Document Locker. Upload, organize and manage other paper SOAs, related documents, or notes […]

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! Easily store basic client information and create manageable segments based on key demographics inside Client Manager. Use easy filtering process to create targeted list of […]

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 help advance your business.