One Plan. All Features.
Built for Agencies Like Yours.
Total CSR gives you the complete platform to hire, train, and retain with confidence. No tiers, no hidden fees, no fluff.
- Used by 3,000+ independent agencies and brokerages
- Built for CSRs, producers, and account managers
- Reduces onboarding time by up to 90%
- Saves $20k+ per new hire in training & turnover
See Our Plans
Starter
For small, growing agencies.
- All platform features included, nothing held back
- Fast, guided onboarding
- Affordable and simple to get started
Growth
For agencies expanding fast.
- Full access to all tools and training paths
- Dedicated onboarding support
- Easily scale as your team grows
Enterprise
For large, multi-office teams.
- Centralized admin & permissions
- Dedicated account manager for support & strategy
- Affordable and simple to get started
Still Have Questions?
Is this just for large agencies?
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.
How much does it cost?
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.
What’s included in the platform?
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.
Do I need to create or upload my own training?
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!
What happens in the demo?
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.
How fast can we get started?
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.
What if my agency is remote or hybrid?
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
Build a Team That Builds Your Business
You don’t just need training, you need a system that grows confident, capable people.
From hiring your next CSR to leveling up seasoned producers, Total CSR powers the full journey, in one platform.
Built for teams just like yours.
Used by over 3,000 independent agencies and brokerages across the country.
Book a 30-Minute Demo
See how Total CSR becomes the talent engine behind your agency’s growth.