CSG Actuarial Quoting Tool

  • Provide accurate, up-to-date quotes for Medicare Supplements, Medicare Advantage, Final Expense Life, Hospital Indemnity, & Dental
  • Paperless electronic SOA
  • Upload your logo and contact information for customized PDF quotes

myLourie — The Agent Portal

All our agent partners have access to a free insurance CRM software, called myLourie. This software is a one stop shop for all your appointment needs. You have the ability to quote & enroll and manage your clients data.

myLourie Enrollment/CRM Portal

  • Simplified, all-in-one enrollment tool for Medicare & ACA
  • Efficiently write business virtually, over-the-phone or in-person
  • Eliminate clutter, errors, & pending applications
  • Manage client data with a CRM portal (sort by policy, effective date, carrier)
  • Market your book-of-business (track birthdays, clients turning 65, etc.)
  • Create a paperless file for each client
  • Compare Medicare Advantage/PDP options based on your client’s prescription drugs

myLourie Sign Up For The Portal

Name (as it appears on your insurance license)
FFM ID (only if requesting ACA permissions)
Are you requesting call recording features?(Required)
NEW USERS ONLY. If you selected 'yes' for call recording, please give us the name you want to display on the caller ID.

Interested in becoming an Agent Partner?

We are looking to build partnerships with insurance professionals who will always put the needs of their clients first. If you want to grow your business while helping those in your community, then we are interested in YOU!

(803) 256-2067