The Senior Marketing Specialists’ quote engine was voted the “best agent tool in the industry” by a recent survey of agents just like you.

Are you using the quote engine to it’s full potential?

Take a quick minute and learn some of the key features of our industry leading Medicare & Senior Product quote engine.

Learn how to:

  • Download the rate change report

  • Personalize the quote with your information

  • Factor underwriting conditions within the quote

  • Email or print out the quote

  • Add Hospital Indemnity to a Medicare Advantage Plan

  • Enroll clients directly through the portal

  • Add to cart feature so you can enroll multiple products with 1 app!

  • And more!

Enrollment Tool Training

Below are some learning resources, powered by CSG, the multi-carrier Enrollment Platform:

Contracted agents have immediate access to utilize all the benefits of the Senior Marketing Specialists Quote Engine. Click here to register today, or call us at (800) 689-2800 to learn how to gain access to this invaluable tool! 

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