New Client Shopping Cart Added to E-Application
CSG Actuarial is making it easier than ever for agents to cross-sell multiple carriers and plans with the Client Shopping Cart!
Submit Multiple Applications in One Checkout Process
Add multiple products and carriers to a client’s shopping cart to create a custom insurance portfolio with quote details and total premium. Client quote details save for future reference.
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.