Boost Your Agency's Success with
Effective Training Programs
Boost Your Agency's Success with
Effective Training Programs
Practical & Effective Training Programs
Enroll new hires and experienced staff in practical and interactive insurance courses and professional development programs complete with interactive modules, videos, and comprehension quizzes created by industry experts.
From ACORD form tutorials to advanced commercial lines coverage, we’ve got it all. With Total CSR, you can take a new-to-industry hire and turn them into a valuable, contributing team member 95% faster than traditional training methods alone.
Total CSR offers multiple insurance certificates/designations as part of our interactive courses, including QEBS, QCLS, QPLS, and more.
New Hire Programs
We’ve identified the top competencies that all new CSRs need.
With 4 in-depth programs, Total CSR covers all the information your CSRs need to know to service customers in commercial lines, personal lines and employee benefits.
Our New Hire Programs save agencies $10,000-$15,000 per new employee in training costs.
Advanced Training Programs
Developing your agency means developing your staff. Suited for CSRs who have already completed all our new hire education programs and gained some industry experience, our advanced programs deepen your staff’s insurance knowledge.
Career Development Courses
Your people can be your greatest asset or your greatest liability. Investing in their professional development through our career development courses, increases customer satisfaction and improves office culture.
From entry-level new hires to seasoned managerial staff, your entire team will learn valuable and applicable insights from the Total CSR Professional Development Program.
Custom Courses
Your agency’s internal operations and processes are a crucial part of a new hire training program. That’s why we allow you to create your own custom courses on the topic of your choice. Gain the freedom to train new hires what you want, how you want.
Create interactive course content, questions, and tests on topics of your choice, all within the Total CSR platform.
Frequently asked questions
Our training covers commercial lines, personal lines and employee benefits as well as career development
Glad you asked. We offer unlimited pre-hire assessments to ensure a candidates’ compatibility, competency and level of insurance expertise prior to any insurance training with us. Our agency customers also love using “Ask Ellie”, who can answer even the most complex insurance coverage questions. Last but not least, LicenseTRAQ will transform how your agency manages licenses.
Each course varies in length. You can find out more by diving into the course specific program overview.
We do not offer pre-licensing coursework but many agencies find our New-Hire Training courses have a substantial impact on the first time pass rate for employees
Hire, Assess, Train, and Support
Your Insurance Agency Staff
Hire smarter. Train faster. Transform your agency.
