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.
Not familiar with CSG Actuarial, or how it cam help improve your Medicare business? Click below for more information:
New and Improved Drug & Underwriting Filter
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