Quote Engine

CSG Actuarial’s MarketAdvisor suite of quoting tools makes it easy for everyone from independent agents to large companies to have access to accurate, up-to-date pricing and plan details for 

CSG Actuarial’s MarketAdvisor suite of quoting tools makes it easy for everyone from independent agents to large companies to have access to accurate, up-to-date pricing and plan details for 

CSG Actuarial’s MarketAdvisor suite of quoting tools makes it easy for everyone from independent agents to large companies to have access to accurate, up-to-date pricing and plan details for 

CSG Actuarial’s MarketAdvisor suite of quoting tools makes it easy for everyone from independent agents to large companies to have access to accurate, up-to-date pricing and plan details for 

CSG Actuarial’s MarketAdvisor suite of quoting tools makes it easy for everyone from independent agents to large companies to have access to accurate, up-to-date pricing and plan details for 

Capture and Sign Scope of Appointment Forms

We have a compliant Electronic Scope of Appointment accepted by carriers to simplify the first step in the Medicare Advantage and Part D sales process

In-person or Email Signature Processes

Fill out the form alongside your client, or allow them to fill out their information via the email signature process.

• Email or In-Person Signature Options
• Upload Existing Paper Scopes or Other Documents
• Document Retention to Compliance Standards

Manage Concurrent Document Signatures

Have multiple email signatures pending? Manage and view the status of multiple eSOA forms.

Utilize E-Signature for Electronic SOA

The eSOA is a natural lead into our MA and PDP quoting tool creating a seamless experience.