AGENT TOOLKIT
Technology and resources to help grow your business
Medicare Center Quoting and Enrollment Tool
- Compare carriers and products both regional and national
- Electronically stores Scope of Appointment
- Enroll without having to leave your home or office
CSG Quoting Tool+
- Quote and compare full product line-up
- Enroll Medicare Supplement plans online
- Instant platform activation
Discount Mailers
- Custom design your postcard or select from ready-made options
- Mailers as low as .30 cents each
- Retain ownership of your mailing list zip codes for 90 days
Direct Leads
- Quality Medicare Supplement and T 65 leads
- Discounted pricing per lead
- Balanced lead delivery
Free Mailing Lists
- Search by age, income, homeowner status, property value and more
- Use data to market sales and education seminars
- Get lists next day (or sooner!)
T65 App
- Free state-of-the-art app
- Heat map locator display
- Ideally suited for use with CSM’s proprietary products
Broker Centric
- 24/7 online access to market related resources and guides
- Agent training library – Medicare, sales, business, marketing, and more
- Customizable, agent/agency branded client marketing assets
Online Services Discount Program
- Custom content posted to social media pages 5 X per week
- Website design, hosting and unlimited changes
- Already a great value, plus add additional CSM discount