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CSG Actuarial

CSG Actuarial

Boost efficiency and stay ahead with CSG Actuarial’s advanced tool suite—streamline operations and confidently grow your business. Explore our solutions today!

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CSG Actuarial

Grow Your Business with a Technology Upgrade

Stay in control of your business with the insights and tools you need to thrive in today’s ever-evolving insurance landscape. As the industry grows more complex and dynamic, simplifying operations and staying ahead of change are essential for long-term success. CSG Actuarial equips you with an integrated suite of solutions designed to streamline your business, keep you informed, outperform the competition, and confidently navigate the road ahead.

Benefits for Insurance Agents

  • Quote & Enroll

  • Prospecting

  • e-Scope & Document Storage

  • Market Data

  • Custom Quoting Tool

  • Individual Quoting Tool

  • Data Feeds & API Access

  • Consumer Prospecting

  • Scope of Appointment Forms

CSG Actuarial in the Spotlight

What it Offers to Insurance Agents

  • Quote & Enroll

    Navigate the complexities of the evolving senior insurance market with ease—Market Advisor does the heavy lifting, so you can focus on what matters most: your clients. Our platform empowers you to effortlessly compare, select, and enroll clients in tailored product combinations that align with their unique needs.

    Market Advisor streamlines your workflow by enabling you to build detailed client profiles, generate accurate quotes, and perform in-depth data analysis—all for senior market products—on a single, user-friendly platform. Save valuable time, make data-driven decisions, and elevate your customer experience with the efficiency and precision of Market Advisor.

    Quote & Enroll Cart
  • Prospecting

    Turn your website into a lead-generation powerhouse by converting visitors into Medicare Supplement leads with Market Prospect. This innovative, user-friendly website plug-in empowers your customers to independently explore and research Medicare Supplement options directly on your site, all while seamlessly capturing their information as warm leads.

    Custom-branded with your logo and colors, Market Prospect not only enhances your site’s professionalism but also gives you the competitive edge by offering the tools your prospects are actively searching for. Stand out in the market, engage your audience, and fuel your growth with this cutting-edge solution.

    CSG Prospecting
  • e-Scope & Document Storage

    Enhance your Medicare Advantage and Part D sales process with our standardized electronic Scope of Appointment form, designed to deliver a seamless and efficient experience for both you and your clients.

    Our integrated document repository takes efficiency a step further by providing a secure, compliance-ready solution for electronic storage and quick retrieval of critical client documents. Simplify your operations, stay compliant, and deliver a superior customer experience—all with one streamlined solution.

    e-Scope & Document Storage CSG
  • Market Data

    MarketEdge is your all-in-one sales and marketing intelligence tool, powered by the millions of quotes generated through our quoting platform.

    Gain a competitive advantage in the Medicare market by quickly identifying marketplace trends and insights at a glance. With powerful forecasting capabilities and detailed product data visually presented in maps, charts, or table formats, MarketEdge makes it easy to assess, analyze, and act with confidence. Stay ahead of the competition with data-driven decisions that drive results.

CSG Actuarial in the Spotlight

What it Offers to Insurance Agencies

  • Custom Quoting Tool

    Empower your agency with a unique competitive advantage.

    Access up-to-date rates, underwriting insights, and plan details – all delivered to your agents, fully branded with your company’s identity. Tailor the experience by featuring the products, carriers, and states that align with your business focus.

    CSG Custom Quoting Tool
  • Individual Quoting Tool

    The Market Advisor suite of quoting tools simplifies the process for organizations of all sizes—from major marketing agencies to independent agents—offering precise, up-to-date product proposals across all senior product lines.

    If a tailored agent portal isn’t the right fit for your needs, explore the powerful individual quoting packages offered by Market Advisor to elevate your agency’s performance.

    Quote & Enroll Cart
  • Data Feeds & API Access

    Leading companies across the industry rely on customizable data feeds to stay ahead. With your IT team, seamlessly integrate the latest product features, rates, and underwriting data tailored to your unique needs. Access both current and future rate data whenever it suits you, or connect directly to our secure database using our API.

    Choose the product lines, states, and carriers that matter most to your business, and we’ll deliver the data as frequently as you require.

  • Consumer Prospecting

    Boost engagement and turn website visitors into valuable Medicare Supplement leads. Empower your agents with the tools to offer seamless Medicare Supplement quoting directly to their customers and prospects.

    This user-friendly website plug-in is fully branded for each agent and personalized with colors to align perfectly with their website. Agents can also select the specific states and carriers they want to feature, ensuring a tailored experience.

    CSG Prospecting
  • Scope of Appointment Forms

    Provide your agents with a streamlined, compliant Electronic Scope of Appointment (SOA) form to simplify the initial step of customer engagement in the Medicare sales journey.

    Easily upload, organize, and manage additional paper SOAs, related documents, or notes, ensuring all essential records are conveniently filed for each client.

    e-Scope & Document Storage CSG
Todd Fincher
Chad Wilkerson
Mike Newton
Bobby Heptinstall
Ronnie James
John Elliott
Kristi Bell
Serena Mullins
Johnny Deal
Melanie Hooks
Savannah Perkins
Megan Gilliam
Caitlin Kealey
Jennah Golden
Logan Boggis
Kevin Evans
Anna-Cater Meyer
Janna Demchyna
Devon Cawley
Elena Garcia
Michael Escobar
Adam Kirkey
Lindsey Gorman

Our Technology is backed with support from our Experienced Team

How to get started

  1. Become a Insurance Agent Partner
    The first step is to become a partner with Tidewater Management Group | An Integrity Company.
  2. TMG Will Review Your Request
    We will review your request and either approve or contact you about your request. Once approved, you will be registered and sent your login credentials. If you want to expedite the approval, you can call your agent support specialist. 888.622.9122
  3. Training (Optional)
    You can schedule one-on-one training with one of our Agent Support Specialists or you can find a comprehensive webinar and training documents to review on your own

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