December Webinar Schedule

How to Cross-sell Hospital Indemnity to Med Adv clients after AEP
Now is the time to go back to your Medicare Advantage clients to discuss coverage gaps and the importance of Hospital Indemnity Insurance. 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 the best plan to fill their coverage gaps. This is one tool you need for your post AEP meetings.

Friday, Dec. 2 at 10:00 a.m. CST
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Cross-selling to Med Adv clients with GTL’s Hospital Indemnity
Now is the time to start cross-selling Hospital Indemnity plans to your Medicare Advantage clients! CSG makes makes the cross-sell easy with the Hospital Indemnity Fill the Gaps tool. Greg Esposito, Assistant Vice President of Sales at Guarantee Trust Life will be joining us to talk about GTL’s Hospital Indemnity plan benefits. We will demonstrate how you can stack GTL’s 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 post AEP.

Tuesday, Dec. 13 at 10:00 a.m. CST
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New to CSG Training
If you are new to using the CSG quoting tool, this training is designed for YOU. During this webinar, we will introduce you to CSG Actuarial, who specializes in providing accurate, real-time quoting for Medicare Supplements, Medicare Advantage, Part D, Senior Dental/Vision, Hospital Indemnity and Final Expense. There are several additional features inside CSG including E-Applications, Electronic Scope of Appointments, Market Analytics and Carrier Heat Maps. After this training, you will fully understand why agents rely on CSG for all their quoting needs.

Friday, Dec. 9 at 10:00 a.m. CST
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Tracking AEP Agent Activity with MarketEdge – What did we see?
Join us as we summarize the agent quoting activity we saw this AEP. Find out which Med Supp plans were quoted the most and areas with the most agent activity. We will compare agent activity from last AEP to track market trends. CSG’s MarketEdge can help you predict sales and know which plans agents were focused on this year.

Thursday, Dec, 15 at 10:00 a.m. CST
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Submitting E-Applications on CSG
Join us as we demonstrate CSG’s universal application process which allows agents to quote and enroll on one platform. It’s the same application process for all carriers and products, which eliminates the headache of having to learn several different carrier e-app platforms.

Tuesday, Dec. 20 at 1:00 p.m. CST
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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.