CSG Actuarial
CSG Actuarial operates a cloud-based insurance quoting, comparison, and electronic-application platform for the senior market. Founded in 2007 in Omaha, Nebraska, it serves independent agents, marketing organizations, and carriers across Medicare Supplement and adjacent product lines.
- Company typePrivate
- Founded2007
- HeadquartersOmaha, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What CSG Actuarial does
CSG Actuarial is a private insurance technology and actuarial consulting firm founded in 2007 and headquartered in Omaha, Nebraska. The company operates a cloud-based quoting, comparison, and electronic-application platform purpose-built for the senior insurance market, with its strongest footprint in Medicare Supplement and adjacent product lines such as Medicare Advantage, Part D, Hospital Indemnity, Dental, Vision, Term Life, IUL, and Final Expense. It serves three distinct customer segments: independent insurance agents, marketing organizations, and insurance carriers, providing each segment with role-specific tooling for product comparison, rate lookup, and electronic application submission.
The product suite is anchored by Market Advisor (Medicare Supplement quoting), an E-Application Platform integrated with multiple carriers, and MarketEdge (market intelligence), supported by add-on modules including Client Manager, Document Locker, and eScope, plus data feeds and APIs for carrier-side integration. The platform architecture supports real-time rate comparison across major carriers including Aetna, Mutual of Omaha, and UnitedHealthcare, with the company having processed 140M+ quotes since 2018. The company is affiliated with Integrity (integrity.com), suggesting a parent or sister-entity relationship that likely provides distribution and back-office leverage, and operations appear to be US-only.
Revenue is generated through a multi-model approach: subscription fees for agent and marketing organization access to quoting and workflow tools, transaction-based fees for electronic applications submitted through the platform, and custom data feed and API licensing for carrier integrations. The company has 11-50 employees based on its team page. No public revenue, ARR, or funding figures are disclosed in the available inputs.
CSG Actuarial firmographics
Firmographics- Name
- CSG Actuarial
- Legal name
- CSG Actuarial
- Website
- https://csgactuarial.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CSG Actuarial operates a cloud-based insurance quoting, comparison, and electronic-application platform for the senior market. Founded in 2007 in Omaha, Nebraska, it serves independent agents, marketing organizations, and carriers across Medicare Supplement and adjacent product lines.
- Ownership category
- akta.pro rank
CSG Actuarial industry classification
Industry- Product category
- Insurance Technology Software
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Direct Health and Medical Insurance Carriers (524114), Custom Computer Programming Services (541511)
- SIC
- Accident & Health Insurance (6321), Services-Computer Programming, Data Processing, Etc. (7370), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Medigap Rate Filing, Actuarial & Product Strategy Services (HLAEADAF)
- akta.pro secondary industries
- Medigap Marketing, Lead Gen & Compliance (CMS/Do-Not-Call/TPMO) (HLAEADAE), Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs) (FSAIAGAH), Embedded Insurance Distribution & Premium Financing (FSAGALAF)
Keywords
Where CSG Actuarial is headquartered
LocationHeadquarters
- HQ city
- Omaha
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CSG Actuarial business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Software Subscription - Independent Agents: Subscription-based access to quoting tools, e-applications, client management, and market intelligence for independent insurance agents. Free trial available, then subscription model.
- Enterprise Software - Marketing Organizations: Custom technology solutions branded for marketing organizations including quoting tools, underwriting, and market trend analysis.
- Data Feeds and API - Carriers: Customizable data feeds and API access for insurance carriers including Medicare Supplement, Medicare Advantage, Final Expense, Term Life, IUL, Hospital Indemnity and Dental product data.
- E-Application Services: Electronic application submission services directly to carriers with integrated authentication and validation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free Trial Available |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
CSG Actuarial product offering
Product offeringCore offering
CSG Actuarial provides cloud-based insurance quoting, e-application enrollment, and market intelligence software focused on the senior insurance marketplace (Medicare Supplement, Medicare Advantage, Final Expense, Term Life, IUL, Hospital Indemnity, and Dental/Vision). The platform enables independent agents to compare carrier rates, submit electronic applications directly to multiple carriers, manage clients, and access real-time market research. Marketing organizations receive custom-branded versions of the tools, while insurance carriers receive data feeds, API access, and customized reporting.
Product overview
CSG Actuarial offers a unified Medicare insurance technology platform comprising multiple integrated tools. The core offering includes Market Advisor (Medicare Supplement quoting with Client Manager, health underwriting filters, and prescription lookup), the E-Application Platform for multi-carrier electronic applications, MarketEdge for competitive market intelligence, and dedicated tools for Dental/Vision, Term Life/IUL/Final Expense, Medicare Advantage/PDP, and Hospital Indemnity products. For marketing organizations, CSG provides custom-branded agent tools with rates, product details, and market information. For insurance carriers, services include customized reporting, data feeds with API access, sales forecasting, and carrier-integrated e-application capabilities. The Learning Center provides video tutorials covering all platform tools. The platform is designed for independent insurance agents, marketing organizations, and insurance companies operating in the senior Medicare marketplace.
Differentiator
Problem solved
Functional benefit
Products and services
- Market Advisor Comprehensive Medicare Supplement quoting tool for independent agents to compare rates across multiple carriers, with Client Manager, health condition and medication underwriting filters, prescription drug search, and universal comparison capabilities.
- E-Application Platform Standardized electronic application system that submits Medicare Supplement, Dental, and other insurance applications directly to carriers with accuracy verification. Integrates with UnitedHealthcare, Aetna/Accendo, Mutual of Omaha, Medico, Aflac, Blue Cross Blue Shield, WoodmenLife, INA/ACE, and Manhattan Life.
- MarketEdge Sales and marketing research tool providing real-time quote data to track Medicare market activity and trends, with visual heat maps for competitive landscape analysis and geographic expansion decision support.
- Client Manager Client management feature to create client profiles, upload client lists, search/filter clients by demographics, run multiple quotes, compare lowest premium options, and export/save quote history.
- Document Locker Document storage and management system that allows users to create, save, store, and search Electronic Scope of Appointment documents and other uploaded forms or files.
- eScope (Electronic Scope of Appointment) Electronic Scope of Appointment system enabling agents to capture signatures via email or in-person processes, create electronic documents, and store them in the Document Locker.
- Market Reach (Agent Recruiting Database) Recruiting database tool enabling marketing organizations to build lists of agents meeting specific criteria for agent recruitment purposes.
- Dental & Vision Quoting Tool Quoting tool for dental and vision insurance products, supporting carriers such as Manhattan Life, Humana, and United National Life.
- Term Life, IUL & Final Expense Quoting Insurance quoting tools for Term Life, Index Universal Life (IUL), and Final Expense products.
- Medicare Advantage/PDP Quoting Tool Medicare Advantage and Part D (PDP) quoting tool allowing comparison of plan benefits, viewing of enrollment data, and checking carrier formulary and pharmacy websites.
- Fill the Gaps Tool Medicare Advantage and Hospital Indemnity cross-selling tool running side-by-side comparisons of how Hospital Indemnity plans can fill gaps in Medicare Advantage coverage.
- Medigap Website Plug-in Website integration tool enabling agents to provide Medicare Supplement quote functionality directly on their own websites through Free Medicare Report.
- Customized Reporting Customized reporting for insurance carriers including overall market analysis, financials, market share, plan performance, and premium data across the product development lifecycle.
- Data Feeds Customizable data feeds providing access to current and future rate data across Medicare Supplement, Medicare Advantage, Final Expense, Term Life, IUL, Hospital Indemnity, and Dental products; includes underwriting data, product features, benefit details, Medicare Supplement rules, household discount parameters, and NAIC financial data.
- Learning Center Video tutorial library providing training on all CSG tools including quoting tool tutorials, e-application tutorials, market data tutorials, recruiting database tutorials, and eScope tutorials.
Companies that use CSG Actuarial
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
CSG Actuarial technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature10 records
CSG Actuarial partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights4 records
CSG Actuarial competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
CSG Actuarial social profiles
Digital presenceCSG Actuarial financial estimates
Financial estimateRevenue estimate
Valuation estimate
CSG Actuarial leadership team
Management profileNumber of profiles
Profiles18 records
CSG Actuarial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CSG Actuarial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CSG Actuarial
What does CSG Actuarial do?
CSG Actuarial provides cloud-based insurance quoting, e-application enrollment, and market intelligence software focused on the senior insurance marketplace (Medicare Supplement, Medicare Advantage, Final Expense, Term Life, IUL, Hospital Indemnity, and Dental/Vision). The platform enables independent agents to compare carrier rates, submit electronic applications directly to multiple carriers, manage clients, and access real-time market research. Marketing organizations receive custom-branded versions of the tools, while insurance carriers receive data feeds, API access, and customized reporting.
Is CSG Actuarial a public or private company?
CSG Actuarial is a private company. It is classified as unknown and is currently operating.
When was CSG Actuarial founded?
CSG Actuarial was founded in 2007. It employs 11 to 50 people.
Where is CSG Actuarial based?
CSG Actuarial is headquartered in Omaha, United States, in the North America region.
How does CSG Actuarial make money?
Four revenue lines are on record. Software Subscription - Independent Agents are the primary driver. The others are enterprise Software - Marketing Organizations, data Feeds and API - Carriers and E-Application Services.
Does CSG Actuarial have an API?
Yes. CSG Actuarial provides API access for insurance carriers to integrate their data feeds. The API enables access to current and future rate data, allowing carriers to plug into CSG's database to receive rate data on schedule. The API supports multiple product lines including Medicare Supplement, Medicare Advantage, Final Expense, Term Life, Index Universal Life, Hospital Indemnity, and Dental. Carriers can access rates, underwriting data, product features and benefit details through the secure API. NAIC financial data including covered lives, market share percentages, premiums, and loss ratios are also available via data feeds.
What industry is CSG Actuarial in?
CSG Actuarial's product category is Insurance Technology Software. Its primary akta.pro industry code is HLAEADAF, Medigap Rate Filing, Actuarial & Product Strategy Services, with a secondary code of HLAEADAE, Medigap Marketing, Lead Gen & Compliance (CMS/Do-Not-Call/TPMO). Its NAICS code is 5242 and its SIC code is 6321.