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.