Serving your clients goes beyond just providing them a rate, and that is why CSG is more than just a quoting tool. Learn more about a company's rate adjustment history, enrollment data, underwriting rules and much more. Educate yourself and your client to make the best decision.
Serving your clients goes beyond just providing them a rate, and that is why CSG is more than just a quoting tool. Learn more about a company's rate adjustment history, enrollment data, underwriting rules and much more. Educate yourself and your client to make the best decision.
The Signature Term and Signature Guaranteed Universal Life are an unmatched combo when conducting a term conversion. Review an overview of each product and how powerful they can work together.
It's time to go back to your Medicare Advantage clients and start filling their coverage gaps! The CSG App inside MedicareCENTER offers the only Medicare Advantage and Hospital Indemnity cross-selling tool in the industry! The Fill the Gaps tool allows you to compare multiple Hospital Indemnity plans alongside your client's Medicare Advantage plan to find […]
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.
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.
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.
Healthcare is expensive. Health insurance doesn't need to be. Find out how our innovative products can provide your clients with the healthcare coverage they need and the savings they can use.
How many individuals are turning 65 in your area? If you can't answer that question, this webinar is for you! How many Medicare Supplement and Medicare Advantage policyholders are in your area? If you can't answer that question, this webinar is for you! Need more leads? If your answer is yes, this webinar is for […]
How much time do you think it would take you to quote all your clients and leads? What if I told you it should only take less than a minute? Join us to see how!
With more choices than ever before, your clients will thank you for showing them Path Protector Plus Term, a flexible product that can be custom fit to their coverage needs no matter what path they're on. Join me to learn how!
Join me for an upcoming 'refresher' training session for AARP® Medicare Supplement Insurance Plans, insured by UnitedHealthcare® Insurance Company. This one-hour session will cover frequently asked questions about the plans in North Carolina, including popular topics such as: Rating Underwriting Guaranteed Issue Helpful Resources Market opportunities and much more!
Queen of the Bundle Gaylan Hendricks, CEO of Senior Security Benefits, Inc., will be joining us as we discuss effective ways to cross-sell. Gaylan will be coaching us on how to take care of your clients with multiple products. We will demonstrate how to quote these products in the CSG APP. This is one you […]
Are you only half-covered? You are if you have health insurance but not disability income insurance (DI). With DI from Illinois Mutual, YOU receive a benefit to help pay your monthly living expenses if an income-interrupting illness or injury prevents you from working. DI can help you cover your mortgage or rent, utilities, groceries and […]
