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The certificate that gets issued correctly, the endorsement that gets processed, the loss run that gets read closely enough to catch the error: none of that is the carrier, and none of it is the software. It is an insurance professional who was taught well.
For a century, this industry has taught that person the same way. Sit them next to someone experienced. Hope they pick it up before the first expensive mistake.
The best trainer in any agency is usually the person who can least afford the hours, so the newest hire learns in whatever minutes are left over, and what they end up knowing is an accident of who happened to be free that week.
Why we know
Total CSR was founded by two brothers, Justin and Jordan Goodman, who owned and operated a third generation independent insurance agency. Between them they spent years hiring people with no insurance background, and then watching their most productive staff disappear into the job of training them.
The tools available were generic, slow, and built by people who had never sat a new hire down on their first morning and had to explain what a certificate of insurance is.
So they built what they wanted for their own agency.
Agencies running it
Professionals trained
Trusted by
Onboarding is not one job, it is four, and most agencies do all four by hand.
Screen for aptitude, fit, and coverage knowledge before the offer, not eight months in after you have already paid for the answer.Onboarding is not one job, it is four, and most agencies do all four by hand.
Self-paced work on the actual job duties, so every hire follows the same path whether the owner is in the room or not.
Know where your existing staff actually stand, so training targets the individual instead of the whole team at once.
Ten minutes a day, spaced and repeated, so what they learned in week one is still there six months later.
An agency where hiring rests on verified knowledge instead of gut feel, where the owner’s day is not half gone to hands-on training, and where the expertise lives in the business rather than in one person’s head.