CSG Actuarial Quoting & Comparison Tool
GoldenCare is pleased to make this available free-of-charge for Medicare Supplement, Medicare Advantage/PDP, Hospital Indemnity and Final Expense.
Get your one-time approval out of the way!
CSG Actuarial does require a simple log-in;
The FIRST time you use the tool, you need to set up access by providing your name & email address;
Almost immediately, you will receive an email requesting you verify your email by clicking a button;
Next, you will receive an APPROVAL* email to sign-in. Now you may use the tool any time you wish!
* If requested during business hours, the ONE-TIME approvals are often handled within minutes, however it can take up to 24 hours. If you plan to use the tool later, get the approval process out of the way!
Click to learn more about the following new features:
NEW! Document Locker & e-SOA
NEW! Quoting Tools For Hospital Indemnity & Final Expense
Drug & Underwriting Filter
Universal, Multi-Carrier E-Application
DOCUMENT LOCKER AND ELECTRONIC SCOPE OF APPOINTMENT
Now you can sign and electronically store Scope of Appointments! CSG Actuarial is helping agents stay compliant and get to the Medicare Advantage sale faster with the Electronic Scope of Appointment and Document Locker.
Benefits of using the eSOA:
1.) Scopes are completed faster – no more faxing or mailing documents
2.) Convenient, easy signing for client – in-person or email signature processes
3.) Save and manage your electronic documents in one place
After the Scope is electronically signed, go straight into the MarketAdvisor agent quoting tool to view a list of available Medicare Advantage and PDP plans. Click here for a short training video on these tools.
QUOTING & COMPARISON TOOLS FOR HOSPITAL INDEMNITY AND FINAL EXPENSE
Are you looking for information on who the main Hospital Indemnity carriers are? What premium rates companies typically charge for this coverage? Now you have this information and more at your fingertips, through the CSG Actuarial tool!
Plus, you now have access to Final Expense rates to compare across the market through our MarketAdvisor quoting tool. Run quotes for Level, Graded, Return of Premium, Single Pay and more!
Hospital Indemnity Quoting tool demo | Final Expense Quoting tool demo
FIELD UNDERWRITING IN AN INSTANT.
No more wasting time with clients answering questions about drugs and health conditions.
The new Drug and Underwriting Filter on our CSG Actuarial tool assists you with field underwriting and populates only carriers able to underwrite the condition/medication.
After login, the client input screen for a quote now includes a “Show Advanced” link in the bottom corner. Click to open a lower section to specify conditions and medications. Already ran your quote? Add conditions & medications after the fact using the “App. Health Questions” Section on the left.
CSG Actuarial has developed a universal, multi-carrier, electronic application.
This innovative technology allows agents to quote multiple carriers and submit a standardized, carrier-compliant application on the same platform.
Click for a pre-recorded demonstration of the CSG Actuarial Quote & Comparison Tool