New Hire Programs

18 Expertly-Crafted Courses for New Insurance Hires

4 Programs, 100+ Hours of Training

No Experience? No Problem.

New-to-industry hires learn insurance-specific vocab, common use cases, and foundational coverage knowledge in our new hire programs.

Many users become contributing team members 95% faster than traditional training methods alone.

Commercial Lines

Total CSR’s commercial lines program teaches both foundational coverage knowledge and on-the-job practical training for new CSRs.

Commercial Lines

Courses: 7

Estimated Time: 45 – 60 Hours

Designation: Qualified Commercial Lines Specialist (QCLS)

  • Agency 101
  • Introduction to Commercial Lines
  • Worker’s Compensation
  • General Liability
  • Commercial Auto
  • Excess & Umbrella Liability
  • Property
  • Inland Marine
  • Utilize Proper Insurance Terminology
  • Analyze Supplemental Applications
  • Properly Complete the 8 ACORD Forms (126, 127, 129, 130, 131, 140, 146, 829)
  • Analyze Loss Runs
  • Compile Submissions
  • Compare & Contrast Quotes
  • Prepare Proposals
  • Binding Coverage
  • Process Certificates of Insurance
  • Policy Checking
  • Process Endorsements
  • Calculate Short Rate Penalties
  • Understand Final Audits 

Niche Prospecting for Producers

Course: 1

Estimated Time: 6 – 10 Hours

  • Agency 101
  • Identifying Prospects
  • Becoming a Niche Producer
  • Prospecting Management
  • Generating Leads
  • Moving Leads to Prospects
  • Moving Prospects to Opportunities
  • Moving Opportunities to Clients
  • Managing the Relationship
  • Prospecting Basics & Terminology
  • How to Identify and Develop a Niche
  • Lead Generation Methods
  • Keeping Your Pipeline Full
  • Overcoming Discomfort
  • Providing a Unique Selling Proposition
  • Bypassing the Gatekeeper
  • Scheduling Appointments with Decision Makers
  • Qualifying Prospects
  • Negotiating with Underwriters
  • Proposing Quotes and Closing Business
  • Managing Relationships
  • Asking for Referrals

Niche Prospecting for Producers

New-to-industry producers will learn techniques for niche prospecting and how to close sales with Total CSR.

Personal Lines

Total CSR’s personal lines program teaches insurance-specific vocab, common use cases, and coverage knowledge for new hires.

Personal Lines

Courses: 7

Estimated Time: 35 – 50 Hours

Designation: Qualified Personal Lines Specialist (QPLS)

  • Agency 101
  • Homeowners
  • Personal Auto
  • Dwelling Fire
  • Personal Umbrella
  • Personal Articles Floater
  • Earthquake
  • Flood
  • Utilize Proper Insurance Terminology
  • Analyze Quote Request/Intake Forms
  • Complete Comparative Raters
  • Analyze Replacement Cost Estimate Reports
  • Understand CLUE Reports
  • Compile Submissions
  • Compare & Contrast Quotes
  • Prepare Proposals
  • Binding Coverage
  • Process Binder Requests
  • Policy Checking
  • Process Policy Change Requests

Employee Benefits

Courses: 1

Estimated Time: 16 – 20 Hours

Designation: Qualified Employee Benefits Specialist (QEBS)

  • Agency 101
  • Medical
  • Dental
  • Vision
  • Tax-Advantaged Accounts
  • Life
  • Long-Term Disability
  • Voluntary Benefits
  • Utilize Proper Insurance Terminology
  • Obtain Required Submission Information
  • Complete Small and Large Group Submissions
  • Compile Submissions
  • Compare & Contrast Quotes
  • Prepare Proposals
  • Binding Coverage & Enrollment Implementation
  • Policy Checking
  • ACA Requirements & Compliance
  • Client and Plan Participant Support

Employee Benefits

Specific to employee benefits, this program helps new CSRs become contributing team members 95% faster!

Testimonials

"I love how interactive the Total CSR courses were, especially the simulations. You guys nailed it!"

Tenika Bruleigh

"Total CSR is not only a valuable resource to the employee taking the program, it takes the burden off others who would normally invest a lot of time training them."

Nancy Kleis

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