What's included
By name, state and line of business, with each carrier's NAIC code.
Add a carrier to your roster from the directory. Your roster is yours; the directory stays shared.
AM Best and S&P ratings and market facts gathered from the CSG quotes your agents already ran.
Portal, product library and per-carrier commission schedules on each carrier.
Carrier products by state with their lifecycle, Medigap rate tables and underwriting rules.
What each carrier needs in an application packet.
Consistency
Carrier choices in policies, quotes, filters and commission schedules all read your roster, so the same carrier has one name everywhere in the platform.
Medicare Supplement, hospital indemnity, dental, vision and final expense quoted live through CSG Actuarial, saved to the client's record.
Learn moreLicences, appointments, E&O, AHIP and carrier certifications in typed registers, with ready-to-sell computed per carrier, state and plan year.
Learn moreStatements in, producers paid to the contract, books that close. A commission engine with a double-entry ledger underneath.
Learn more