CSG Actuarial – Shopping Cart Added to E-App!
CSG Actuarial - Shopping Cart Added to E-App!
CSG Actuarial is making it easier than ever for you to cross-sell multiple carriers and plans with the Client Shopping Cart!
They have developed a universal, multi-carrier, electronic application. This innovative technology allows agents to quote multiple carriers and submit a standardized application on the same platform.
Submit Multiple Applications in One Checkout Process on the CSG Actuarial E-Application Platform!
How It Works:
- Run a quote and add multiple products and carriers to a client’s shopping cart.
- When a client’s shopping cart is complete, conveniently start the applications in one checkout process.
Applicant information auto-populates in each application for quick and easy submission process.
The E-Application tool:
- links directly to carriers
- offers a client shopping cart
- automatically adjusts applicant’s rate as changes are made to the app
- CSG’s platform underwrites in real-time
- let’s agents add their own branding
- incorporates several signature methods including applicant verification and an email signature link
CLICK HERE to watch all the E-Application tutorials.
Sources:
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