Quote Engine

What do you get?

  • Instant quotes
  • Product comparisons
  • Simplicity

Products to Compare

  • Dental, Vision & Hearing
  • Final Expense
  • Medicare Advantage
  • Medicare Supplement

Click down below to view demo videos of how to run each type of plan!

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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.

How Do We Determine What Companies To Add?  Quote Engine

We add companies to the quote engine based upon ease of doing business, competitive rates, customer service, agent support, financial standing, prior history and compensation.

Other features of our Quote Engine

  • Review underwriting information
  • Access to e-applications and downloadable applications
  • Compare multiple products side-by-side using Universal Comparison
  • Include your contact information and logo on our customizable PDFs

Download our Mobile App from the App Store or Google Play Store today!

Do you know of a company that is competitive and would like to add to the quote engine?  

Please contact us so we can see about adding it to our service.