Get Started
Follow these simple steps to get started.
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Create Account: Step 1 of 3
You already use Total CSR.
You assign commercial lines.
You enroll people in CE.
You use Retain.
You track progress.
And you’ve probably clicked into Create at least once.
Then thought:
“I’ll come back to this.”
Not because you don’t see the value.
Because building something from scratch feels bigger than it actually is.
A blank course page can feel like:
So you default back to the library.
And your internal processes stay outside the system.
The Create tool is not complicated.
It’s unfamiliar.
And unfamiliar feels heavy.
This session removes that weight.
Not with theory.
Not with slides.
With repetition.
You’ll log in.
Click where we click.
Build as we build.
By the end, the blank page won’t feel intimidating anymore.
It’ll feel usable.
In 60 minutes, you will:
We’ll use delegation as the example topic.
Not because this is a delegation workshop.
But because it’s familiar enough that you can focus on learning the mechanics of building.
The topic doesn’t matter.
The structure does.
Right now, your training likely lives in two places:
Pre-built courses inside Total CSR.
Internal workflows everywhere else.
When you start using Create:
✔ Your processes live inside the platform
✔ Managers stop re-explaining the same expectations
✔ Training becomes consistent
✔ You gain visibility without chasing people
You move from:
“We talked about it.”
To:
“They completed it.”
After this session, you will have:
✔ One completed custom course inside your account
✔ Confidence using Create
✔ A repeatable course framework
✔ Momentum to build the next one
The first course removes hesitation.
After that, it becomes a tool you use regularly.
This session is for Total CSR customers who:
If you’ve ever thought:
“We should build something for our agency.”
This is where you start.
This is not:
This is hands-on.
You will build.
The Create tool isn’t hard.
It just needs one guided rep.
Join us live.
Build your first custom course.
And stop letting the blank page win.