CSG Actuarial Announces Availability of It’s Newest Tool Supporting Insurance Agents: Client Manager

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CSG Actuarial is well known in the insurance industry for its technology product portfolio supporting agencies with clients in the senior market.

They just announced a new product, Client Manager, with features that allow users to upload client lists, create segments and run multiple insurance quotes at one time. The new tool saves valuable time by searching multiple senior market product solutions at one time. It is also built to enhance client retention by offering features for proactive filtering of their client data to target specific groups with different product options.

“CSG Actuarial’s comprehensive suite of tools are designed with the agent in mind. When agents have access to the most accurate, up-to-date information, it empowers the client to make the best decision that meets their needs. The new Client Manager software allows agents to keep their client’s information safe, secure and organized so the agent can continue providing the best rates and products to meet their client’s needs in the most effective way”, said Bryan Neary, Principal and Consulting Actuary at CSG Actuarial.

Client Manager was developed and implemented based on feedback from CSG customers. This latest addition to the overall portfolio of products indicates the company’s continued commitment to assist agents with their day-to-day business from prospecting, to client meeting preparation and the sale of insurance products. These tools transform enormous amounts of data into easy to use applications.

CSG Actuarial was founded in 2007 in Omaha, NE as an actuarial consulting firm. Based on a need for unbiased information guiding agents to better understand senior products available for their clients in their area, the company began to develop technology to support the sales process. Both consulting and tech aspects of the business support three main customers in the insurance industry: individual agents, agencies and carriers across the country.

“As the number of individuals entering the senior market continues to grow, so does our commitment to support the agents who serves their needs. Our overall goal is to ensure the agent always has access to the best technology to be proactive in serving their clients. This new Client Manager tool pairs with the company’s industry-leading Market Advisor quoting software. Agents can now mine client and prospect data, run multiple product quotes at one time and submit multiple applications electronically. This saves the agent both time and money”, said Doug Feekin, Principal and Consulting Actuary at CSG Actuarial.

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