New Client Manager

Saves You Time and Your Client’s Money:

  • Create & Upload lists
  • Create Client Segments
  • Quote multiple clients at once
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One Login. One Process.

One E-Application.

One place to run unlimited quotes, add multiple products to your client’s shopping cart, and submit applications in one checkout process.

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E-App Now Available for Dental and Vision Plans

CSG Actuarial has expanded its E-Application platform to include Dental and Vision plans. You can now submit applications directly to the carrier from our quoting and enrollment platform for Medicare Supplement and Dental and Vision plans.

Dental and Vision carriers include Independence American Insurance Company and United National Life.

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Compliant Electronic Scope of Appointment

Easily capture and sign scope with email and in-person e-signature options. Save, manage and upload completed scopes in the Document Locker.

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Accurate, Unbiased Quoting in Real Time

Our MarketAdvisor™ Quoting Tools allow you to run the most up-to-date quotes for 200 companies in real time, analyze rate increase history, and research underwriting conditions 24/7.

Medicare Supplement, Medicare Advantage, Final Expense Life, Hospital Indemnity, & Senior Dental.

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Utilize our 70 Years of Actuarial Expertise

Developing new products or assessing your existing ones? Let our team of actuaries help. We’ve worked with some of the top insurance companies nationwide. Let us show you how we can help your business grow.

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Competitive Intelligence at Your Fingertips

We make it easy to find the information you need. Learn more about our Competitive Intelligence Guides, custom reporting, and data feeds.

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Data, Accuracy, Intelligence

We have the latest current and future rates for quotes, or to benchmark your current products and design new ones.

Suite of Tools

Our software keeps you competitive by allowing you to quote, research industry documents, and analyze market activity.

Actuarial Services

With an emphasis on the Life and Health insurance markets, the CSG Actuarial team of actuaries has a combined 70 years of experience.

Custom Solutions

Customize our quoting tools software to compliment your company’s brand, or develop your own application utilizing our data API.

How We Help:

Agents

With premiums constantly changing, we provide agents access to the most current rates available. Find accurate rates for over 300 companies with CSG Actuarial’s MarketAdvisor Quoting Tools. Subscriptions start at just $10 per month, with no contracts or hidden fees.

Marketing Organizations

Give your agents a competitive advantage by providing custom quoting tools, branded for your organization. From rates and underwriting to analyzing current market activity, our suite of tools will provide the resources you need to stay ahead of the competition.

Carriers

Our suite of industry-leading tools will span the needs of your enterprise. Gain a competitive edge with our customizable data feeds, comprehensive document library, and ability to track market activity in real-time.

What our customers are saying:

CSG’s tools helped us expand our business nationally, since we can now show clients the most competitive rates in other states. CSG’s tools are accurate and have been very helpful!

John Osborn

osbornassoc.com

CSG Actuarial’s online tools are wonderful…they’re as good as anything else on the market. When I’m recruiting agents, I show off CSG’s tools as one of our competitive edges. Agents become very interested when we show them–when working with us–how quickly they can get accurate, up-to-date marketplace snapshots…and how great they’re able to represent our carriers.

Sam Corey III

brokerage-resource.com

I love CSG Actuarial’s Online Tools! The information they provide makes me more competitive and allows me to make more sales. And having it in front of me on an appointment shows my clients that I take the extra step and really care about them!

Elie Harriet

Independent Agent

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