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Transform Your Insurance Agency Training

Equip your team with targeted, comprehensive training and development solutions for insurance agency professionals,  with
over 50,000 trained.

New Hires

Advanced

Career Development

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Trusted by Insurance Agencies Nationwide

Learn why 2,500+ agencies rely on Total CSR for their
Training and Development needs.

Train in Record Time

Prepare employees with engaging, efficient and effective agency process specific training programs.

Ensure Readiness

Ensure that potential team members are the ideal fit with in-depth evaluations that guarantee readiness.

Ask Ellie AI

Get accurate answers to your complex insurance coverage questions with our advanced AI assistant, reducing your E and O exposure.

Hire Faster

Attract and onboard the right talent fast with job postings and thorough assessments.

Address Your Agency's Key Challenges​

Leverage our solutions to solve your agency’s biggest challenges.

Ensure Consistent Training

Provide high-quality, consistent training for commercial lines, personal lines and employee benefits.

Reduce Turnover

Lower staff turnover with engaging and practical training modules that keep employees invested.

Boost Employee Productivity

Increase efficiency and proficiency with on-demand training that fits seamlessly into your workflow.

Save Time and Money

Our system saves the average agency over $10,000 per employee in training costs.

Hear from Our Satisfied Clients

Hear how Total CSR has transformed other insurance agencies.

We use Total CSR for ALL of our NEW Hires and also for Staff that we move 'up the ladder' or from one department to another. Excellent Training.
Mel Himes
With Total CSR I now have a consistent training program in place. It allows me to feel more confident hiring new-to-the-industry employees and knowing we will give them the support they need to be successful.
Tim Davis
Tim DavisCustomer Since 2018
Before Total CSR, I wouldn't hire someone who wasn’t experienced in the industry. With Total CSR, I’ve made 4 hires this year—good hires!—of people who were not in the industry because I had confidence that Total CSR could help me get them up and running.
Chani W.
Chani W.Customer since 2018
Total CSR really is the best program for new CSRs or a CSR that's looking for a refresher. The program goes into detail with every line of business in a way that makes sense by creating examples and interactive exercise. It really is like no other program out there. 100% recommend it!
Wendy Chavez
Wendy ChavezCustomer Since 2019
My VP of sales and training has our new hire on her 3rd day of training. This allowed my VP to spend 18 hours that they would have used on training on sales production. This paid for Total CSR.
Steve C.
Steve C.Customer Since 2021
We think Total CSR is an incredibly useful tool. The software has played an integral role in regards to our CSR training. I have not seen anything like this product in the marketplace.
John Doorhy
John DoorhyCustomer 2019
Total CSR provides the CSR the tools and information to get started as a new CSR or to become a better CSR. For an agency owner, this is a great tool to help train the CSR without the owner's time being spent doing it themselves. The Total CSR course was a great investment for me and my staff. I'd highly recommend it.
Charlie Steen
Charlie SteenCustomer 2019
I really enjoyed using the Total CSR learning system. It's easy and very informative. I learn something new on every subject. I would recommend this learning system for anyone who is new to the industry.
Carmen Cisneros
Carmen CisnerosCustomer 2019
Our new employees that have taken the courses have given us positive feedback on the content and repetition that the Total CSR courses offer. Lastly, I feel like the product is always being updated! There have been a couple of great enhancements just in the few months that we have been a customer. It is nice to have them listen and respond! I would highly recommend!
LeaAnn Carlson
LeaAnn CarlsonCustomer Since 2018
Fantastic content & very instructive! Recommend 10/10!
Charles Boynton
Charles BoyntonCustomer Since 2019
Every lesson was very detailed. I loved the sample stories that you added to the lesson. It made things easier and faster to understand. Total CSR really educated me.
Nataly Ortiz
Nataly OrtizCustomer Since 2019
Total CSR is a great educational tool if you are new to the insurance industry, and it's also a fantastic refresher course for those with prior experience. The quizzes ensure you understand the subject matter before moving forward. I highly recommend Total CSR.
Jeff Dobbin
Jeff DobbinCustomer Since 2019
The Total CSR program is very beneficial, especially for our new hires. It gives them the step by step basics and understanding of daily work flows. This program works great for us by saving valuable teaching time. We are very pleased with the results.
Kathy Lege
Kathy LegeCustomer Since 2019
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Frequently Asked Questions

Our training covers commercial lines, personal lines and employee benefits as well as career development 

Glad you asked. We offer unlimited pre-hire assessments to ensure a candidates’ compatibility, competency and level of insurance expertise prior to any insurance training with us. Our agency customers also love using “Ask Ellie”, who can answer even the most complex insurance coverage questions. Last but not least, LicenseTRAQ will transform how your agency manages licenses.

Each course varies in length. You can find out more by diving into the course specific program overview.

We do not offer pre-licensing coursework but many agencies find our New-Hire Training courses have a substantial impact on the first time pass rate for employees

Book a Demo to See Our Platform in Action

Discover Premier Training Programs
for Insurance Companies

Train your staff without training your staff.

Pick a time to chat below and see why everyone is raving about Total CSR.

*Already a customer? Schedule a 15-minute training session to get support instead.

With Total CSR I now have a consistent training program in place. It allows me to feel more confident hiring new-to-the-industry employees and knowing we will give them the support they need to be successful.
Tim Davis
Tim DavisCustomer Since 2018
Before Total CSR, I wouldn't hire someone who wasn’t experienced in the industry. With Total CSR, I’ve made 4 hires this year—good hires!—of people who were not in the industry because I had confidence that Total CSR could help me get them up and running.
Chani W.
Chani W.Customer since 2018
Total CSR really is the best program for new CSRs or a CSR that's looking for a refresher. The program goes into detail with every line of business in a way that makes sense by creating examples and interactive exercise. It really is like no other program out there. 100% recommend it!
Wendy Chavez
Wendy ChavezCustomer Since 2019
My VP of sales and training has our new hire on her 3rd day of training. This allowed my VP to spend 18 hours that they would have used on training on sales production. This paid for Total CSR.
Steve C.
Steve C.Customer Since 2021
We think Total CSR is an incredibly useful tool. The software has played an integral role in regards to our CSR training. I have not seen anything like this product in the marketplace.
John Doorhy
John DoorhyCustomer 2019
Total CSR provides the CSR the tools and information to get started as a new CSR or to become a better CSR. For an agency owner, this is a great tool to help train the CSR without the owner's time being spent doing it themselves. The Total CSR course was a great investment for me and my staff. I'd highly recommend it.
Charlie Steen
Charlie SteenCustomer 2019
I really enjoyed using the Total CSR learning system. It's easy and very informative. I learn something new on every subject. I would recommend this learning system for anyone who is new to the industry.
Carmen Cisneros
Carmen CisnerosCustomer 2019
Our new employees that have taken the courses have given us positive feedback on the content and repetition that the Total CSR courses offer. Lastly, I feel like the product is always being updated! There have been a couple of great enhancements just in the few months that we have been a customer. These updates were a result of requests from their customers. It is nice to have them listen and respond! I would highly recommend!
LeaAnn Carlson
LeaAnn CarlsonCustomer Since 2018
Fantastic content & very instructive! Recommend 10/10!
Charles Boynton
Charles BoyntonCustomer Since 2019
Every lesson was very detailed. I loved the sample stories that you added to the lesson. It made things easier and faster to understand. Total CSR really educated me.
Nataly Ortiz
Nataly OrtizCustomer Since 2019
Total CSR is a great educational tool if you are new to the insurance industry, and it's also a fantastic refresher course for those with prior experience. The quizzes ensure you understand the subject matter before moving forward. I highly recommend Total CSR.
Jeff Dobbin
Jeff DobbinCustomer Since 2019
The Total CSR program is very beneficial, especially for our new hires. It gives them the step by step basics and understanding of daily work flows. This program works great for us by saving valuable teaching time. We are very pleased with the results.
Kathy Lege
Kathy LegeCustomer Since 2019
Previous
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Ready to Reduce Training Time by 95%?

join the growing number of agencies transforming their training with
Total CSR.

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