All on one platform.
Market Advisor™ makes it easy for you to create client profiles, generate accurate quotes and data analysis for all senior market products and enroll. Save time, make informed decisions and better serve your customers - all on one platform.
You’ll become more proactive when it comes to your client’s changing needs, finding 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.
Quote and Compare Multiple Product Lines
With the constantly changing senior insurance market, we analyze all of the information so you don’t have to. Compare, select and enroll your clients in the best product combination that fits their specific needs.
Market Advisor makes it easy for you to create client profiles, generate accurate quotes and data analysis for all senior market products, then enroll. Save time, make informed decisions and better serve your customers – all on one platform.
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Client Manager
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.
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Rx Features
Update & save the data based on client’s changing needs, year after year. Plus, save your clients money: total out-of-pocket expenses, including monthly premiums.
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e-Application
Add multiple products and carriers to your client’s shopping cart to create a custom insurance portfolio. Submit directly to the carriers, ensuring writing business is easier than ever.
Client Manager
Client Manager saves you time and your client’s money. Easily store client information and create manageable segments based on key demographics. Run new quote options for each segment with the click of a button. Be proactive when it comes to your client’s changing needs with the products that best fit their budget.
Create & Upload Lists
Store contact information, quote parameters, and current plan details. Quickly generate a quote and save quote history.
Create Client Segments
Use the easy filtering process to create targeted list of clients by a number of demographics and current plan details.
Spend Time on What Matters Most: Your Customers
. Store names, contact information, date of birth and current plan details. Quickly generate a quote and save quote history
. Use easy filtering process to create targeted clients clients by demographic and/or plan details
. Reduce the amount time reacting to customer service issues and more time on retention
. The system determines the lowest premium options for an entire client segment with the push of a button
Quote Multiple Clients
Determine the premium options from your selected group of carriers. Compare current premium to new results. Save and export.
Prescription Drug & Pharmacy Data
Compare. Select. Save
Increase your productivity. Compare all carriers and plans, including accurate drug pricing and personalized Medicare options (Med Advantage, MAPD, PDP, SNP and Medicare Supplements) to ensure reliable plan details and out-of-pocket estimates.
Simplify your process. Use the best technology to find the plans that best fit a client’s need. This action creates higher customer satisfaction and leads to increased retention levels (not to mention more referrals). Update based on client’s changing needs, year after year.
Save the data. Plus, save your clients money: total out-of-pocket expenses, including monthly premiums. When your business practices and customer interactions are more efficient, it shows. Save time, make informed decisions and better serve your customers – all on one platform.
One Login. One Process. One Application.
Increase your up-selling potential. Quote and submit a standardized application to multiple carriers all on one platform. Submitting an application is easier than ever with CSG Actuarial’s universal, multi-carrier electronic application.
Add multiple products and carriers to your client’s shopping cart to create a custom insurance portfolio. Submit the applications directly to the carriers, ensuring writing business is easier than ever. Integrated agent authentication and validation utilizing agent writing numbers ensures proper acceptance and credit for application submissions.
"Smart" App
“Smart” App technology that verifies the application is accurate and complete before submission.
Signature Methods
Several methods accepted, including applicant verification, email signature or text signature.
Underwriting Logic
Underwritten in real-time with logic to notify you of declinable conditions and prescriptions.
Application Dashboard
One platform to manage all applications for multiple carriers: plan selection, policy numbers, and applications in progress.
Quoting Tool Subscriptions
Compare the features of our Medicare Quoting Package plans.
Plus access ancillary tools for
Hospital Indemnity
Dental/Vision
Final Expense, Index Universal Life, Term Life
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Medicare Supplement Rates & Age Increase Tables
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Medicare Supplement Rates & Age Increase Tables
Rate Adjustment History & Rate Change Report
Market Data
Links to Carriers' Website & PDF Application Download
Medicare Supplement Health Condition & Medication Underwriting Filter
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Medicare Supplement Rates & Age Increase Tables
Rate Adjustment History & Rate Change Report
Market Data
Links to Carriers' Website & PDF Application Download
Medicare Supplement Health Condition & Medication Underwriting Filter
Client Manager: Create Client Profiles & Import Client Lists
Medicare Advantage, PDP, and Special Needs Rates
Prescription Drug and Pharmacy Search & Save
Customized Medicare Supplement Website Plug-in for Consumer Quoting
Client Manager: Multi-Client Quoting
Medicare Supplement E-Application Submission
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Plan Details
Premiums for Daily Benefit Amounts and Selected Riders
Fill the Gaps Tool
Custom Quote Comparison
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Sort by Dental and/or Vision Plan Type
Filter by Annual Benefit Amount
Custom Quote Comparisons
E-Application
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Term Life, Index Universal Life & Final Expense rates & features
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