CSG/Resource for Rates Resource for Rates gives you the ability to run real time quotes for Medicare Supplement, Medicare Advantage, Hospital Indemnity, Dental and Final Expense products via desktop or our mobile app available in the App Store and Google Play. Easily submit e-Apps and access carrier PDF applications. Manage clients and import client lists in the Client Manager tool.
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MedicareCENTER Quote and enroll Medicare Advantage and Prescription Drug Plans quickly and easily through MedicareCENTER. Run Med Supp quotes, submit e-Apps and manage all of your clients in the built-in CRM. Access all of these tools with one login on any device.
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WinFlex WinFlex allows you to run advanced illustrations for all forms of Life, Annuities, Long-term Care, and Disability Insurance.
WinFlex Web provides in-depth statistical reports that allow you to see real-time information on the carriers and products being illustrated, in addition to average face and premium amounts. |
T65 Quoting Tool Use our T65 tool to narrow down prospects who will be turning 65 within a certain geographic area. The tool provides prospect addresses and gives you access to Medicare Supplement, Medicare Advantage, PDP and Final Expense quoting capabilities as well as underwriting guides.
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Life Quoter Run real-time quotes, filter and compare products and easily share quotes with clients. Go seamlessly from quote to e-application while providing a positive client experience. Make informed decisions that best support the client’s needs quickly and efficiently.
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Customized Quotes Request customized quotes for Annuities, Disability, Life, Long-term Care or Short-term Care with our self-service forms.
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