Agent Guide

Information you need to provide the quality and service your customers expect. From products to forms to technology, this guide has what you need to build your business.

Agent Guide – English

Agent Guide - Spanish

Product Availability Guide

Digital, real-time guide depicting product availability by state.

Product Availability Guide

Product Portfolio

Flyer contain brief overview of CSB’s product portfolio.

Product Portfolio

CustomPoint

CustomPoint Description

CustomPoint Bookmark

Digital Product Overview Presentation

Interactive presentation provides an overview of each CSB product along with customer examples and downloadable brochures.

Product Overview Presentation

Social Media Kit

Training on social media and building a presence on Facebook and LinkedIn. Once completed, a pre-design social post library can be accessed.

View Training

Broker Prospecting Kit

Customizable marketing materials that allow you to add your contact information. A flyer, direct mail, email, banner ad are available on each CSB product.

View Kit

Broker Resource Sites

Each of these product resource site includes everything you’ll need to start selling including training, brochures, app booklet and customer booklets.

• Med Supp

• Choice Accident

• Flexible Choice Dental, Vision & Hearing

• Cancer Treatment

• Choice Short Term Care

• Choice Hospital Indemnity

• Flexible Choice Cancer, Heart Attack & Stroke

• Individual Whole Life