CSG MarketAdvisor review for insurance agents: pricing, carriers and features
CSG MarketAdvisor quotes Medicare Supplement plans with rate history and a health and drug filter. Gold adds Medicare Advantage and Part D, and add-ons cover life, hospital indemnity, dental and vision.
You subscribe directly, priced by how many states you sell in. Bronze starts at $20 a month for one state, and the first two weeks are free.
- Best for
- Medicare Supplement agents who sell in a few states and want rate history and a health filter
- Lines
- Medicare Supplement on every plan. Gold adds Medicare Advantage and Part D, with life, hospital indemnity, dental and vision as add-ons
- Price
- From $20 a month for one state. Five or more states use national pricing
- How you get it
- Subscribe directly. It also opens inside MedicareCENTER and some FMO portals
- Applications
- Medicare Supplement and dental eApps for listed carriers on Gold
- Website quoter
- Market Prospect, $30 a month, or included on Gold
- Free trial
- The first two weeks are free
Our take
MarketAdvisor suits a Medicare Supplement agent who wants rate increase history and a health filter before picking a carrier. Gold makes it a fuller Medicare tool, with Advantage plans, drug search and Medigap eApps.
Pricing is published and starts low for one state. Selling in five or more states moves you to national pricing, which costs five times as much.
It doesn't enroll Medicare Advantage or Part D, and it has no call recording. Advantage-heavy agents will need another tool for those steps.
Pros
- Published prices from $20 a month
- Medigap rate increase history for each carrier
- Health condition and drug filter on Silver and Gold
- One cart sends Medigap and dental eApps to listed carriers
- Two weeks free for new subscribers
Cons
- No Medicare Advantage or Part D enrollment
- No call recording or TPMO disclaimer tools
- The SOA tool is a separate subscription
- National pricing costs five times the one-state price
- No CRM connection and no refunds
Plans and pricing
| Plan | One state | Five or more states | What it adds |
|---|---|---|---|
| BronzeMedigap rates in one market | $20 a month or $216 a year | $100 a month or $1,080 a year | Medicare Supplement rates and age increases, client lists and comparisons of up to 5 carriers |
| SilverAgents who screen health conditions | $30 a month or $324 a year | $150 a month or $1,620 a year | Rate history, the health and drug filter, carrier links, PDF applications and the mobile app |
| GoldAgents who also sell Medicare AdvantageAdds Medicare Advantage and eApps | $40 a month or $432 a year | $200 a month or $2,160 a year | Medicare Advantage, Part D and Special Needs Plan rates, drug search, Medigap eApps and a website quoter |
Prices as of October 2026, from csgactuarial.com. National pricing applies once you sell in five or more states and lets you quote in every state. Yearly billing takes 10% off.
Add-ons, sold for all states
| Add-on | Monthly | Yearly |
|---|---|---|
| Hospital Indemnity | $20 | $216 |
| Dental and Vision | $20 | $216 |
| Simplified Issue Life | $30 | $324 |
Good to know before you buy
- Electronic scope of appointment (eScope) is a separate $150 a year.
- Market Prospect, the website quoter, is $30 a month on its own. Gold includes one.
- Up to five people can use one account at the same time.
- Fees aren't refunded.
Which plan has it
| Feature | Bronze | Silver | Gold |
|---|---|---|---|
| Medicare Supplement rates and age increases | |||
| Client lists and saved quotes | |||
| Rate increase history | |||
| Health condition and drug filter | |||
| Carrier links and PDF applications | |||
| iPhone and Android app | |||
| Medicare Advantage, Part D and SNP rates | |||
| Drug and pharmacy search | |||
| Medicare Supplement eApps | |||
| Website quoter | |||
| Quote several clients at once |
Access and contracting
- How you get it
- Sign up with CSG, or open CSG APP inside MedicareCENTER, an FMO portal or a carrier portal
- Who pays
- You, on a direct subscription
- What you need first
- Nothing to quote. An eApp needs your carrier contract and a checked Agent ID or NPN
- If you leave your upline
- A direct subscription isn't affected
A newly contracted carrier ID can take 24 hours to be checked before you can submit.
Carriers, products and states
| Product | Type | Lines | Built for |
|---|---|---|---|
| MarketAdvisor | Quote-and-enroll platform | Medicare Supplement, Medicare Advantage, Part D, life, hospital indemnity, dental and vision | Solo agents, agencies and uplines |
| Market Prospect | Website quoter | Medicare Supplement | Agency websites |
- Carriers with eApp
- Lumos, Chubb, UHC/AARP, Aetna, WoodmenLife, Aflac, Medico, Mutual of Omaha, Manhattan Life Dental, Humana Dental, United National Life Dental and several Blue Cross Blue Shield plans
- Carrier list
- CSG eApp carrier guide
- States
- One state on a base plan. National pricing quotes every state
CSG gives no total carrier count. Which carriers and plans you see still depends on the state.
Rates and underwriting
- Where rates come from
- Carrier data that CSG gathers
- How often they update
- Shows past, current and announced Medigap rate changes
- Fixing a wrong rate
- Email rates@csgactuarial.com
Underwriting tools
- Medigap health condition and drug filter on Silver and Gold
- Life drug and condition search
- eApp checks for declinable conditions and drugs
- Filters by underwriting type and benefit amount
Health data it checks
- Health conditions
- Prescriptions
The filter shows which carriers accept a condition or drug. The carrier still makes the underwriting call.
Quotes and proposals
| Result | What it means for you |
|---|---|
| Quote only | A premium for the plan, age and area you entered |
| Rate comparison | Up to five Medigap carriers side by side, with rate history on Silver and Gold |
| Plan comparison | Medicare Advantage and Part D plans with estimated yearly costs on Gold |
| Estimate | Life results are CSG's figures, not carrier illustrations |
- What you can send the client
- A PDF, an email, a text or a link
A quote isn't final approval. The carrier confirms the rate and whether it will accept the client.
Applications and enrollment
- Where the application goes
- Add plans to a cart, fill one CSG eApp and it goes straight to the carrier
- Carriers with eApp
- Listed Medigap and dental carriers. Allstate and ACE have their own rules
- What carries over
- The chosen plans, the quote and the total premium
- E-signature
- In person, by email link or by text link. Wet signature also works
Medicare tools and compliance
- Scope of appointment
- eScope, a separate $150 a year, for online or uploaded SOAs
- TPMO disclaimer
- Not built in
- Call recording
- Not built in
- Drug and doctor lookup
- Drug and pharmacy search on Gold. No doctor lookup
- Plan data source
- Medicare Advantage, Part D and SNP rates on Gold
- Enrollment
- Medigap eApps only. No Medicare Advantage or Part D enrollment
Medicare sales calls must be recorded and kept for six years, so you'll need a separate recording tool.
Website quoting and consent
A visitor enters a ZIP code, age and gender and sees Medicare Supplement quotes. Clicking learn more turns them into your lead.
- Ways to add it
- Paste CSG's code into your site
- Your branding
- Your logo, contact details and colors. You pick the carriers and area
- From plan
- Included on Gold, or Market Prospect for $30 a month
Integrations
| Connects to | Type | How | Direction | What it does |
|---|---|---|---|---|
| IntegrityCONNECT MedicareCENTER | Agent platform | Opens inside it | In | Runs CSG APP inside Integrity's platform |
| FMO and carrier portals | Agent platform | Opens inside it | In | Runs CSG APP for the portal's agents |
| Carriers | eApp | Built in | Out | Sends eApps for listed carriers |
| Your website | Website | Embed code | Both ways | Shows Medigap quotes and collects leads |
| Enterprise systems | API | Data feed or API | Out | Rates, underwriting and plan data, priced separately |
CSG names no CRM or agency system connection. Client Manager inside MarketAdvisor stores clients and quote history.
Getting started
Start the free two weeks
New subscribers pay nothing for the first two weeks.
Choose your states
One state on a base plan, or national pricing at five or more.
Add your carrier IDs
CSG checks your Agent ID or NPN. Allow 24 hours for a new one.
Import your clients
Load a client list into Client Manager.
Quote and apply
Compare plans, add them to the cart and send the eApp for signature.
Support is by phone at 855-861-8776 and by email, with eApp tutorials for each carrier.
Mobile, users and security
Mobile
Silver and Gold include the iPhone and Android app, with ancillary quoting. Bronze is web only.
Users and security
- Up to five people signed in at once
- Your staff and contractors can be users
- eApps check the agent's carrier ID
Contract and your data
- Term
- Monthly or yearly subscription
- Refunds
- None. Any balance is still owed when the account ends
- Price changes
- CSG can change fees going forward
- Terms
- CSG terms
Terms read in October 2026. Access stops when the account ends, and there's no export process in the terms, so save client lists as you go.
CSG MarketAdvisor alternatives
- ConnectureDRX PlanCompare$100/agent/moMedicare enrollment and call recording, from $100 a month
- SunFireFree through FMOsMedicare Advantage enrollment, usually free through your FMO
- MedicareCopilot$149/seat/moMedicare quoting with a built-in CRM, by subscription
- Insurance Toolkits$39.99/agent/moMedigap, final expense and ancillary quotes on one subscription
- IntegrityCONNECTFree with contractingMedicare and life tools that come with Integrity contracting
See every option in insurance quoting software.
Frequently asked questions
How much does CSG MarketAdvisor cost?
For one state, Bronze is $20, Silver $30 and Gold $40 a month. At five or more states, national pricing runs $100 to $200 a month.
Do I need an FMO to use MarketAdvisor?
No. You can subscribe directly. It also opens inside MedicareCENTER and some FMO portals.
Does MarketAdvisor quote every state?
Only on national pricing. A base plan covers one state.
Can I enroll clients from MarketAdvisor?
Yes for Medicare Supplement and dental with listed carriers on Gold. Medicare Advantage and Part D enrollment aren't included.
Does MarketAdvisor handle the scope of appointment?
Only with eScope, a separate $150 a year subscription. There's no call recording.
Can I put a Medicare Supplement quoter on my website?
Yes. Gold includes one, or Market Prospect is $30 a month on its own.
How we researched this review. We based this review on the pricing, terms and product pages published by CSG MarketAdvisor, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan CSG MarketAdvisor quit selling or a contract term that reads different now, let us know and send the link to the page where CSG MarketAdvisor has it. Somebody here pulls up that page and checks it before we change anything on ours.