Stop paying twice for every hire. Total CSR gives your team a structured path from day one so your senior staff can stay focused on clients.
Book a Free 45-Min DemoSee exactly what it costs your agency every time you onboard the old way, and what agencies are doing instead.
Most agencies keep trying the same fixes. None of them work because none of them were built for this.
Your best account manager is stuck doing onboarding while your biggest clients wait. Every week this continues is a week of revenue left on the table.
Whoever a new hire sits next to determines what they learn. That's not a process. It's a gamble on who happens to have time that week.
Salary is only part of it. The real cost is in lost production, rework, and the senior time pulled from client work for months on end.
Six weeks in and they're still asking basic questions. The longer they shadow, the longer they're not contributing and your senior people are burning out.
Without a clear path forward, new hires start looking elsewhere before they've found their footing. Turnover resets the entire clock.
The experienced talent pool is shrinking. Only 4% of millennials and Gen Z consider insurance as a career. The agencies winning are the ones who can train from scratch.
Total CSR was built inside a working brokerage. This is the actual system a real agency uses to onboard their own team.
Pre-hire assessments tell you whether a candidate can actually do the job, before you invest six weeks finding out the hard way.
CSRs, account managers, and producers each follow a defined path. No more reinventing onboarding for every person who walks through the door.
ACORD forms, quoting workflows, coverage questions. Your hires practice on actual agency work before they ever touch a live client account.
"Total CSR does the insurance technical training for us, so the manager can work while new hires are still learning. Now we only need to train on procedures. New hires can start handling real work at the end of two weeks. Before Total CSR, they would not start their first task until that 1–2 week mark, then slowly move to the next, one task at a time. You will not have to give up a full month of your life training new hires."
"The hands-on experience learning ACORD forms, plus reinforcing what they learn in a classroom setting, has truly elevated our training success. The ability to use the scoring data to pinpoint areas of weakness is invaluable. For the training modules, scoring, and hands-on learning alone, this program has been worth its weight in gold."
"I oversee TotalCSR implementation for the Leavitt Group, which includes approximately 90 independent agencies. The Train/Retain module is invaluable for new and existing employees, LicenseTRAQ simplifies license management for everyone, and new hires get up to speed faster. Well-trained employees lead to higher client satisfaction and retention."
Every module is included from day one. Nothing locked behind an upgrade.
Pre-hire assessments to stop guessing whether a candidate can do the job.
Know where each team member stands before they handle a live account.
Role-specific paths for CSRs, account managers, and producers. Built for real desk work.
Keep coverage knowledge sharp so good hires stick around long enough to matter.
Track every license in one place. Upcoming expirations flagged automatically.
Continuing education that maps to real job duties. Many courses qualify for CE credits.
AI coverage assistant for the tricky questions your producers used to interrupt senior staff to answer. Ask a question, get a real answer, instantly. Your best people stay in their lane.
Book a time and one of our team members will walk you through Total CSR live, every module, how it works in a real agency, and what getting your team set up actually looks like.
No slides. No pitch. Just the platform.
Most teams are fully set up within one business day of signing on.