CSG Actuarial

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.

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.

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.

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.

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.

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.

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.

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.

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.