Your Comprehensive Solution for Medicare Supplement and Ancillary Product Quotes and E-application Enrollments
CSG Actuarial Quoting Tool
This 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 the steps in the following walkthrough to request access:
Accept Invite:
You’ll be sent an invitation from Spark Support (CSG Actuarial) [email protected] with “Your Spark account has been created” as the Subject line. Click on “Verify Email Address” and confirm your account details.
Please see:
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 [email protected].
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.
MedSupp & Ancillaries Update
Agents enrolling MedSupp and ancillary products can now use Sunfire as an alternative to CSG, with the added benefit that enrollments will automatically sync into Spark.
MedSupp and ancillary plans submitted through Sunfire — including NDC Dental and UHOne Hospital Indemnity — now ingest directly into the client record in Spark. This means no separate manual tracking and a more complete view of client coverage in one place.
We’ve also made an update to the Sunfire Applications Dashboard. While ancillary products are not included in the summary charts or top-line totals, all ancillary enrollments are now visible in the detailed report below the visuals, making it easier to review and reconcile production activity.
This workflow sets the stage for expanded reporting and deeper insights into ancillary utilization and revenue performance across your book of business — with more enhancements to come.
Learn more about ancillaries in our upcoming trainings.
Need Help?
For assistance or troubleshooting, please contact CSG's customer support team at (855) 861-8776 or [email protected].
Supported E-App Carriers (Including Subsidiaries)
Supported E-App Carriers (Including Subsidiaries)
ACE
Aetna
HCSC
THP
UHC
Medico
Mutual of Omaha
Woodmen
MHC
AFLAC
Allstate
Heartland
Client E-Application Signature Process
Client E-Application Signature Process
Clients will receive an email to sign the enrollment application.
Once the enrollment application is submitted, clients will receive an email prompting them to review and electronically sign the application. This step ensures that all required signatures are captured before the application can be processed.
For a detailed view of the client’s experience, including a step-by-step walkthrough of the signing process, refer to the following guide: