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.

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 while rewarding key executives. Learn some simple ideas that can be used to help your clients, grow your knowledge of closely held businesses and work […]

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.