May Webinar Schedule

CSG APP | New User Training Learn how the CSG APP can be used alongside the Integrity Technology Suite to quote Medicare Supplement and ancillary products. Learn about CSG’s resources and tools to help you better understand the Medicare market.

Tuesday, May 7 at 9 a.m. CDTClick here to register

Medicare Supplement Quote & e-App  – Quote all Medicare Supplement carriers and gain insights on rating classes, rate adjustments, loss ratios, underwriting, and more. Applying has never been easier with CSG’s universal, multi-carrier electronic application. This advanced technology allows you to complete one application process for multiple carriers, making the process more efficient.

Wednesday, May 15 at 11 a.m. CDTClick here to register

How to Cross-sell Hospital Indemnity to Med Adv Clients – Better protect your clients from their MA coverage gaps. CSG makes the Hospital Indemnity cross-sell easy with the Fill the Gaps tool. Ryan McMillan from Bankers Fidelity will be joining us to talk about Hospital Indemnity plan benefits. We will demonstrate how you can stack Bankers Fidelity Hospital Indemnity plans, adjust daily benefit amounts and add plan riders to customize a plan for your client to fill their Med Adv coverage gaps. Agents say this tool helps them explain the benefits of a Hospital Indemnity plan to their MA clients making it the perfect cross-selling tool.

Monday, May 20 at 11 a.m. CDTClick here to register

Plan N Medicare Supplement Training :
• Understand Plan N: Dive deep into the lower cost, cost-sharing benefits of Plan N, a plan the market desires.
• History Lesson: Learn from the transition from Plan F to Plan G and how early adopters gained an edge.
• Plan N Advantages Today: Increased commissions, lower premiums, and strategic co-pays make Plan N a triple win for clients, agents, and carriers.
• Future Focused: Explore how Plan N’s current success is just the beginning of its growth potential. Seize the moment to redefine your approach and secure a prosperous future.

Wednesday, May 15 at 12:30 p.m. CDT – Click here to register
Tuesday, May 21 at 12 p.m. CDT – Click here to register
Tuesday, May 21 at 2 p.m. CDT – Click here to register
Thursday, May 23 at 12:30 p.m. CDT – Click here to register
Wednesday, May 29 at 2 p.m. CDT – 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.