CSG Actuarial + MedicareCENTER Webinar: Electronic SOA and Document Locker
Electronic Scope of Appointments and Document Locker Capture and sign Scope of Appointment forms inside your CSG quoting tool. Fill out the form alongside your client or allow them to fill out their information out via the email signature process. Save and manage all your completed SOAs inside the Document Locker. Upload, organize and manage […]