Grow your business with a

technology upgrade.

Gain access to the insights and solutions needed to fully take control of your business. The insurance industry is in a constant state of change and getting increasing more complex. The ability to simplify all the elements of your business and stay on top of the shifts is crucial to your sustained success.

CSG Actuarial combines all of the elements of your business into a comprehensive set of tools that keeps you prepared, ahead of your competition, and able to run your business with confidence.

Client Profile

Easily store client information and create manageable segments based on key demographics and current plan details. Run new quote options for each segment with the click of a button.
Product Solution

Quote the most accurate rates and find data for multiple product lines with additional analytics to make highly informed decisions. Search and save prescription drug and pharmacy data.
Electronic Enrollment

Add multiple products and carriers to your client’s cart to create a custom portfolio with quote data and total premium. Experience underwriting in real-time with multiple signature options.

Quote & Compare Multiple Product Lines

You’ll become more proactive when it comes to your client’s changing needs & find the products that best fit their budget. Compare rates and customize your quotes for Medicare Supplement, Medicare Advantage, Drug Plans, Final Expense, Term Life, Index Universal Life, Hospital Indemnity, and Senior Dental.

Try It Out For FREE*

Below pricing is based on quoting in a single state. Monthly or annual subscriptions are available. *The first two weeks are FREE for all new subscribers.

Pay annually and receive a 10% discount.

Do you sell in five or more states? National pricing will be applied. This is the most cost effective option and provides you the ability to quote in every state.

Learn more

Bronze - $20

. Medicare Supplement Rates
. Age Increase Data
. Create Client Profiles & Import Client Lists
. Create side-by-side comparisons for up to 5 carriers
. Access for up to 5 consecutive session

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Silver -$30

. ALL BRONZE PLAN BENEFITS
. Rate Adjustment History, Rate Change Data, and Market Analytics
. Medicare Supplement Health Condition & Medication Underwriting Filter
. Links to Carrier Websites and PDF Application Download

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Gold - $40

. ALL SILVER PLAN BENEFITS
. Medicare Advantage, PDP and Special Needs Rates
. Medicare Supplement E-Application Submission Capability
. Client Manager: Multi-Client Quoting
. Prescription Drug Search & Save
. Custom Med Supp Website Plug-in for Consumer Quoting

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Life - $30

. Sort by face value, product type & monthly rate
. Find plans by medication and health condition details
. Filter results by underwriting type, benefit type & benefit amount
. Custom Quote Comparisons

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Hospital Indemnity -$20

. Plan Details
. Premiums for Daily Benefit Amounts and Selected Riders
. Fill the Gaps Tool
. Custom Quote Comparison

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Dental/Vision - $20

. Sort by Dental and/or Vision Plan Type
. Filter by Annual Benefit Amount
. Custom Quote Comparisons
. E-Application Capabilityy

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Market Prospect - $30

Convert website visitors into Medicare Supplement leads with a consumer quoting plug-in. Provide prospects the ability to run their own Medicare Supplement quote. Information collected turns visitors into leads. This easy-to-use website plug-in is customized and branded to match your site.

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Market Edge - $30

Gain an unprecedented competitive edge by using real-time quote data to track up-to-the-minute activity and trends in the Medicare markets. MarketEdge™ is the ultimate sales and marketing research tool. Create visual output with custom heat maps to understand the competitive landscape.

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E-scope of Appointment

This standardized electronic Scope of Appointment form simplifies your first step in customer engagement in the Medicare Advantage and Part D sales process. Plus, capture, save and search your SOAs and other uploaded forms with the Document Locker feature.

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