CSG APP | Add Ancillary Products to Medicare Comparisons
CSG APP | New User Training
Get familiar with all the tools CSG offers, including Medicare Supplement and ancillary quoting, e-applications, cross-selling tools and Medicare demographics and enrollment data. After this training, you will fully understand why agents rely on CSG for all their market intel. CSG’s suite of tools is free for Integrity agents.
Tuesday, February 6 at 10 a.m. CST – Click here to register
CSG APP | All About Medicare Supplement Quoting
If you are new to selling Medicare Supplements or new to the CSG Medicare Supplement Quoting Tool, this training is meant for you! We will define everything on the quotes results page including household discounts, rating classes, market data, loss ratios, age increases, rate adjustment history, policy fees and much, much more. We will explain what data you need to be looking for when finding the right Medicare plan for your client and how you can compare and send quotes.
Thursday, February 8 at 11:30 a.m. CST – Click here to register
CSG APP | Medicare Supplement E-Application Training
Submitting an application is easier than ever with CSG Actuarial’s universal, multi-carrier electronic application. It’s one application process for multiple carriers! The e-application underwrites in real-time with logic to notify you of declinable conditions and prescriptions and allows multiple signature methods including applicant verification, email signature or text signature.
Tuesday, February 13 at 10 a.m. CST – Click here to register
CSG APP | Medicare Advantage Enrollment Data – AEP Results
What happened with enrollments this AEP? Using CSG Actuarial and Deft Research market data tools, we will summarize Medicare Advantage enrollment data by state, carrier and plan. We will highlight which types of plans had the most enrollments and most popular benefit information. We will show you how you can track enrollment data for your state, county and plans in the CSG APP.
Tuesday, February 20 at 12 p.m. CST – Click here to register
CSG APP | Cross-sell Hospital Indemnity to Med Adv clients using Fill the Gaps tool
Start filling your client’s Medicare Advantage coverage gaps with Hospital Indemnity. The CSG App inside Integrity 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 the best plan to fill their coverage gaps.
Thursday, February 22 at 10 a.m. CST – Click here to register
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.