Successful Quoting Starts with Understanding Underwriting

Successful Quoting Starts with Understanding Underwriting CSG Actuarial’s Advanced Underwriting Filter alerts agents about their client’s declineable health conditions and medications and provides a list of carriers that may accept their client. Here’s how it works: While running the initial quote, the agent adds client’s health conditions and medications Quote results remove carriers who label those entries as a decline Option to see view look-back period on application The Advanced Underwriting Filter saves you from submitting applications that will automatically be declined.   For complimentary access, or to learn more about our tool, contact GoldenCare at 800-842-7799 or email marketing@goldencareusa.com.
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Categories: GoldenCare News, Industry News, and Medicare Supp./Adv..

Important: CSG Actuarial Scheduled Maintenance

SCHEDULED MAINTENANCE, SERVICE TEMPORARILY UNAVAILABLE CSG Actuarial’s software systems and websites are scheduled to undergo maintenance on: Friday, January 17 at 5:00 P.M. CST — Saturday, January 18 at 12:00 P.M. CST Please plan around this scheduled maintenance time as you will not be able to access any of the software systems. Notifications will be posted on CSG Actuarial’s software systems and websites to notify users of the scheduled maintenance. Please share this information with any other users you have. This system maintenance will allow us to continue improving the software and services we provide. If you have additional questions,
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Categories: GoldenCare News, Industry News, and Medicare Supp./Adv..

New Carriers, Products Added to E-App

Great Southern Life (Americo) Medicare Supplement E-Application Agents can now submit applications directly to Great Southern Life (“GSL”) through the CSG quoting tool for Colorado, Kansas, North Carolina, South Carolina and South Dakota. More states coming soon. With the addition of GSL, agents can now complete and submit e-applications directly from CSG’s Medicare Supplement quoting tool for the following carriers: – Mutual of Omaha – Aetna – Heartland National – Great Southern Life Coming Soon! E-Application capabilities for Guarantee Trust Life (“GTL”) Medicare Supplements and United National Life Dental will be available on CSG’s tools in January 2020. Medicare Advantage
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Categories: GoldenCare News, Industry News, and Medicare Supp./Adv..

New Carrier Added to CSG E-Application Platform

On July 1, CSG Actuarial added Heartland National Life Insurance Company to the Medicare Supplement E-Application Platform. Agents can submit applications in 10 states – DE, IA, MD, NC, ND, NM, OH, PA, SD and WV. Heartland offers Plans A, G, N in all 10 states with a subset of states offering Plans B and/or C. Heartland will be releasing additional states later this year. Heartland National Life is the third carrier to be added to the E-Application Platform. Aetna and Mutual of Omaha companies were added earlier this year. CSG Actuarial is excited about the expansion of our E-Application
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Categories: GoldenCare News, Industry News, and Medicare Supp./Adv..

New and Improved Drug & Underwriting Filter

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
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Categories: GoldenCare News, Industry News, and Medicare Supp./Adv..