Calendar of Events
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4 events,
MedicareCENTER: Take Your Quoting to the Next Level
MedicareCENTER: Take Your Quoting to the Next Level
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.
MedicareCENTER – Take Your Quoting to the Next Level
MedicareCENTER – Take Your Quoting to the Next Level
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.
2 events,
American National: Signature Term and Signature Guaranteed UL Product Training
American National: Signature Term and Signature Guaranteed UL Product Training
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.
Illinois Mutual: Technology to Help You Sell
Illinois Mutual: Technology to Help You Sell
Explore our exciting new software and application systems that help you grow your business virtually.
4 events,
MedicareCENTER: Fill the Gaps with Hospital Indemnity
MedicareCENTER: Fill the Gaps with Hospital Indemnity
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 …
MedicareCENTER: Fill the Gaps with Hospital Indemnity Read More »
American National: Policy Inquiry – Business Management Tool
American National: Policy Inquiry – Business Management Tool
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.
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3 events,
Illinois Mutual: Path Protector Plus® Whole Life, A Plan for Every Client
Illinois Mutual: Path Protector Plus® Whole Life, A Plan for Every Client
Join me to learn about Path Protector Plus® Whole Life – 5 plans that can be customized to fit clients across the financial spectrum!
MedicareCENTER: Submitting E-Applications on CSG APP
MedicareCENTER: Submitting E-Applications on CSG APP
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.
1 event,
1 event,
MedicareCENTER – Electronic Scope of Appointments and Document Locker
MedicareCENTER – Electronic Scope of Appointments and Document Locker
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 …
MedicareCENTER – Electronic Scope of Appointments and Document Locker Read More »
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3 events,
MedicareCENTER – CSG APP’s Client Manager
MedicareCENTER – CSG APP’s Client Manager
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 …
2 events,
Illinois Mutual: Life Illustration & Application Software Live Demo
Illinois Mutual: Life Illustration & Application Software Live Demo
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.
American National: Proven Business Life Insurance Sales Ideas
American National: Proven Business Life Insurance Sales Ideas
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 …
American National: Proven Business Life Insurance Sales Ideas Read More »
4 events,
Illinois Mutual: Disability Income Product Overview
Illinois Mutual: Disability Income Product Overview
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.
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4 events,
Pivot Health: Live Product Training
Pivot Health: Live Product Training
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.
3 events,
MedicareCENTER – Lead Generation & Understanding Market Opportunities
MedicareCENTER – Lead Generation & Understanding Market Opportunities
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 …
MedicareCENTER – Lead Generation & Understanding Market Opportunities Read More »
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2 events,
MedicareCENTER – Save time with multi-client quoting
MedicareCENTER – Save time with multi-client quoting
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!
1 event,
Illinois Mutual: The Flexibility of Path Protector Plus® Term Life
Illinois Mutual: The Flexibility of Path Protector Plus® Term Life
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!
4 events,
UnitedHealthcare AARP Med Supp Refresher Training (NC Agents)
UnitedHealthcare AARP Med Supp Refresher Training (NC Agents)
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!
MedicareCENTER Effective Cross-selling with Queen of the Bundle!
MedicareCENTER Effective Cross-selling with Queen of the Bundle!
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 …
MedicareCENTER Effective Cross-selling with Queen of the Bundle! Read More »
Illinois Mutual: Disability Income Insurance
Illinois Mutual: Disability Income Insurance
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 …