Medicare Center: Text to Enroll! New for AEP 2021 Offering Agents the Greatest Flexibility in Telework, Customer Engagement and Increasing Medicare Enrollments. With easy and flexible functionality, all agents can build seniors’ trust and retain customers for life. Available for call centers and field agents to: PREFILL ENROLLMENT APPLICATIONS Send link via text or email for seniors to review, sign and submit their enrollments. BUILD RELATIONSHIPS Engage seniors on the phone and verbally communicate a personal code so they can enroll with your guidance right then and there. ENGAGE SENIORS THE WAY THEY WANT TO ENGAGE Let your customers
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New Carrier Added to CSG E-App Platform
Guarantee Trust Life Insurance Company (GTL) is the newest carrier added to the CSG E-Application Platform. Agents can now submit applications directly to GTL through the CSG quoting tool in all states where plans are offered. With the addition of GTL, 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 – Guarantee Trust Life (GTL) Coming Soon! Medicare Supplement plans with CVS Health are anticipated to become available on the CSG Actuarial E-Application soon! Benefits of using
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GoldenCare’s CSG Actuarial Tool Now Offers More Value
Great News! Our GoldenCare CSG Actuarial quoting & comparison tool has been expanded to include new features and additional product lines! Users will now have access to the Document Locker and Electronic Scope of Appointment, as well as have the capability to quote & comparison hospital indemnity plans and final expense! 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: Scopes are
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GoldenCare News, Hospital Indemnity Plan, Industry News, Life Insurance, and Medicare Supp./Adv..
app-submission, comparing, CSG Actuarial, FE, final expense, HIP, Hospital Indemnity, insurance, life, medicare, Medicare Advantage, Medicare Supplement, PDP, Prescription Drug Plans, quoting, and Underwriting'.
app-submission, comparing, CSG Actuarial, FE, final expense, HIP, Hospital Indemnity, insurance, life, medicare, Medicare Advantage, Medicare Supplement, PDP, Prescription Drug Plans, quoting, and Underwriting'.
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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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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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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MACRA Changes
As carriers begin to release High Deductible G rates for MACRA, CSG Actuarial will be adding them to the MarketAdvisor quoting tool. Agents can select High Deductible G from the plan selection list, but must enter an effective date of 1-1-2020 to view results. CSG Actuarial is tracking each state’s progress on implementing MACRA-related changes. Click here to download our MACRA Tracking Grid. To learn more about MACRA, download the NAIC’s frequently asked questions here. MACRA Changes #goldencareagent #csgactuarial
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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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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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