https://cornerstoneseniormarketing.com/wp-content/uploads/2020/07/291_006_Logo_CornerstoneSM_small.png 0 0 Danielle Flesch https://cornerstoneseniormarketing.com/wp-content/uploads/2020/07/291_006_Logo_CornerstoneSM_small.png Danielle Flesch2020-09-18 15:57:282020-09-18 15:57:28NEW with CSG: Client Shopping Cart
NEW with CSG: Client Shopping Cart
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.