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Live trainingsCSG Actuarial Quoting Tool
Your Comprehensive Solution for Medicare Supplement and Ancillary Product Quotes and E-application EnrollmentsThis guide covers the features of the CSG Actuarial quoting tool, available carriers for Medicare Supplements and ancillary products (Dental, Vision, Hearing), step-by-step walkthroughs, and contact support for CSG.
Get Started
Options to get started with the CSG Actuarial Quoting Tool:
- Request Access: If you have not been notified of an invitation or have not received it within 3 business days, you can request CSG account access HERE.
- Complete the prompts to submit your access request.
- A Spark team member will verify your request and follow up with a confirmation. Please allow up to 3 business days for your invitation to be processed.
- Complete Walkthrough of requesting access HERE.
- Accept Invite:
- You’ll be sent an invitation from Spark Support (CSG Actuarial) donotreply@csgactuarial.com with “Your Spark account has been created” as the Subject line. Click on “Verify Email Address” and confirm your account details.
- How to: Verify Your CSG Account
- Support: For assistance or troubleshooting, please contact CSG's customer support team at (855) 861-8776.
If more than 3 business days have passed since you were notified of an outgoing invitation or requested access via the provided link, please reach out to us at support@sparkadvisors.com.
Medicare Supplement Quoting & Enrolling
The CSG tool supports quoting and enrolling through both in-person signatures and e-Applications. For comprehensive tutorials on how to quote and enroll, visit the Quoting and e-Application tutorial pages to explore a range of video walkthroughs. Below are some top-recommended videos:
- Quick Overview: A brief run-through on generating a Medicare Supplement quote.
- Universal Compare: Compare two quotes from different product lines side by side – perfect for cross-selling.
- Full Demonstration: A complete guide on submitting an application on the CSG platform from start to finish.
- Signature Options: Learn how to submit an e-application using various signature methods (options may vary by carrier), including applicant identifying information and email signature links.
Need help?
For assistance or troubleshooting, please contact CSG's customer support team at (855) 861-8776 or info@csgactuarial.com.
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Supported E-App Carriers (Including Subsidiaries)
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Client e-Application Signature Process
- CSG Actuarial Quoting Tool
- Get Started
- Medicare Supplement Quoting & Enrolling
- Need help?
- Supported E-App Carriers (Including Subsidiaries)
- Client e-Application Signature Process