Get Started
Follow these simple steps to get started.
- 1
- 2
- 3
Create Account: Step 1 of 3
For small, growing agencies.
For agencies expanding fast.
For large, multi-office teams.
Not at all. Total CSR is built to support teams of all sizes, from 2-person shops to 500+ employee enterprises. Smaller agencies love how quickly they can onboard, and larger ones love the scale and controls.
Pricing is based on the size of your team. You get access to the full platform, no feature tiers or upsells. Most agencies find the platform pays for itself with the first hire.
Everything. You get full access to all training content, onboarding tools, assessments, compliance education, continuing education, reporting, and more, no matter what plan you’re on.
No you don’t need to. Total CSR comes fully loaded with role-specific training paths and assessments for CSRs, producers, account managers, and more, designed specifically for insurance agencies. You do have the option to create or upload your own content too!
You’ll get a 30-minute live walkthrough of the entire platform, how it works, who it’s for, and how it can fit your agency. No pressure, no commitment, just answers.
Most small teams are up and running within a business day. Larger teams may need a bit more time for rollout, but you’ll have onboarding help every step of the way.
Total CSR works for fully remote, hybrid, and in-office teams. The platform is online, self-paced, and built to meet your team wherever they are
Training isn’t an expense, it’s a profit lever. Agencies using our platform reduce onboarding time, improve retention, and save thousands per new hire.