March Webinar Schedule
Agents can quote and submit Medicare Supplement e-Applications using the CSG APP within MedicareCENTER and the quoting tools provided by FMOs. While the e-application process is standardized, it is essential to familiarize yourself with the specific underwriting rules and signature options of each carrier. Join us every Monday at 10:30 a.m. Central Time to learn more about our supported carriers.
March 3: UnitedHealthcare Medicare Supplement E-Application
March 10: Aetna Medicare Supplement E-Application
March 17: Mutual of Omaha Medicare Supplement E-Application
March 24: Allstate Medicare Supplement E-Application
March 31: Ace Medicare Supplement E-Application
Register for specific feature training.
Navigating Medicare Supplement Rate Adjustments
Wednesday, March 5 at 1 p.m. CST – Register here
CSG Actuarial provides agents with data on rate adjustments for all new business sales of Medicare Supplement plans. In 2024, agents experienced higher rate adjustments compared to recent years, and these double-digit adjustments are expected to continue into 2025. Chris Kolowich, Vice President of Health Sales at Integrity, will join us to discuss the factors driving these significant rate adjustments, the options available to agents and policyholders, and the key carriers and plans that agents should consider discussing with their clients. Additionally, we will demonstrate how you can track rate adjustments using CSG.
Introduction to CSG APP
CSG is the industry’s leading source for Medicare and ancillary quoting and market intel. This video gives you a quick overview on the tools available to you inside the CSG APP in MedicareCENTER.
Medicare Supplement Quoting & Cross-Selling
Quote the entire Medicare Supplement market, view rate adjustment history, market data, underwriting and much more. CSG provides you the perfect cross-selling opportunity to stack Dental, Vision Hearing and Final Expense plans alongside your Medicare Supplement comparisons to create a full health portfolio for your client.
Medicare Advantage Quoting & Hospital Indemnity Fill the Gaps
Quote all Medicare Advantage and Part D plans, enter and save prescription drugs and pharmacies, view plan details, drug costs and enrollment data. Create custom comparisons and cross-sell efficiently with the Hospital Indemnity Fill the Gaps tool.
How to Submit E-Applications
Quote and enroll on the same platform! CSG’s universal application process makes it easy to submit applications right on the quoting tool. This tutorial video takes you through Medicare Supplement and Medicare Advantage applications start to finish.
E-Scope and Document Locker
Capture your Scope of Appointments electronically on CSG. Store and manage your scopes inside the Document Locker. Watch the tutorial video to see in-person and remote signature options. Learn how to upload other documents and organize your Document Locker.
Market Edge - Medicare Demographics and Carrier Heat Maps
Find areas of opportunity with Market Edge! View Medicare Supplement and Medicare Advantage enrollments by state and zip code as well as how many individuals are turning age 65 and over age 65. Create your own custom carrier heat maps to see where your top carriers are competitive at by state and zip code without having to run several quotes.