If you’ve ever tried quoting a Medicare Supplement plan manually, you know how frustrating it can be.
Endless rate sheets. Confusing carrier websites. Constantly changing premiums.

And if you’re an agent trying to stay compliant and close more sales faster, wasting hours crunching numbers isn’t an option.

That’s why thousands of top-performing agents rely on CSG Actuarial — the go-to quoting and enrollment platform that helps you quote, compare, and enroll Medicare Supplement plans in seconds.

Let’s break down how it works (and why it’s such a game-changer for agents like you).

Step 1: Access the CSG Quoting Tool

Once you’re inside your CSG account, head over to the Tools section.
There, you’ll find a full suite of quoting and enrollment options — including Medicare Supplement, Medicare Advantage, Hospital Indemnity, and more.

To start, click “Run Quote” under Medicare Supplement.

Step 2: Input Basic Client Info

You can import your client’s details directly from your built-in Client Manager (CRM) — or simply enter them manually.
Just plug in the ZIP code, and the system automatically fills in the city, state, and county.

Next, set your client’s age, gender, and tobacco status.
You can even choose how to sort your results — by price, company name, or AM Best rating.

Step 3: Customize Your Quote

Want to see Plan G or Plan N first?
You can set that default in your preferences.

Want to project future rates?
You can move the effective date forward to preview future premiums — with real-time data pulled directly from the carriers themselves.

And yes — you can apply (or remove) household discounts instantly.

Step 4: View and Compare Rates

Click “Get Quote” and in seconds, you’ll see 100% of the market — all the carriers, all the prices, all in one place.

You can see:

• Household discounts

• Policy fees

• Parent company

• AM Best rating

• Rate effective dates

Want a deeper dive? Click “View Plan Details” to see exactly what benefits each plan includes.

Step 5: Use Smart Analytics

CSG’s Market Analytics tab helps you make smarter recommendations.
You’ll see how rates increase with age, when carriers last raised premiums, and each company’s loss ratios and NAIC data.

In other words — you’ll never be blindsided by a rate hike again.

Step 6: Compare & Export

Need to show your client multiple options side-by-side?
Just select up to five plans to compare — and export everything into a printable PDF or Excel file in seconds.

Want to show only your contracted carriers?
Switch on your “My Companies” filter to remove everything else.

Step 7: Enroll Directly (Yes, Really!)

For supported carriers, you can submit applications directly from inside CSG.
There’s even a client shopping cart feature — letting your clients shop, review, and enroll digitally.

No back-and-forth. No paper. Just smooth, compliant enrollments.

Why Top Agents Love It

✅ Saves hours of quoting time
✅ Shows all carriers in one place
✅ Helps clients compare plans visually
✅ Keeps your data organized with CRM integration
✅ Supports direct online enrollments

If you sell Medicare Supplements, this is the tool you didn’t know you needed.

🔥 Med Supp Awareness Month Promo — Ends October 31st!

If you’re ready to capitalize on the most profitable Med Supp regions — now’s your chance.

For a limited time only:

👉 Exclusive, Call-Verified Medicare Supplement Leads — just $19 each (normally $40+).
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This Med Supp Awareness Month Promo ends October 31st at midnight.
After that, prices double — and your competitors will be ahead.

🎯 Take action now:
Every one of these leads is verified, compliant, and ready for you to quote using tools like CSG — so you can close more business, faster.