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- New Hire Programs
New Hire Programs
22 Expertly-Crafted Courses for New Insurance Hires
5 Programs, 120+ 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
Business Owner’s Policy
- 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: 8
Estimated Time: 35 – 50 Hours
Designation: Qualified Personal Lines Specialist (QPLS)
- Agency 101
- Introduction to Personal Lines
- Homeowners
- Personal Auto
- Dwelling
- 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!
Professional Lines
Total CSR’s professional lines program teaches new hires about specialty insurance coverages, including Cyber Liability, EPLI, Errors & Omissions, and more!
Professional Lines
Courses: 5
Estimated Time: 20 – 25 Hours
Designation: Qualified Professional Insurance Specialist (QPIS)
- Agency 101
- Employment Practices Liability Insurance (EPLI)
- Cyber Liability
- Directors & Officers (D&O)
- Pollution Liability
- Errors & Omissions (E&O)/Professional Liability Insurance
- Utilize Proper Insurance Terminology
- Analyze and Understand Applications
- Understanding Policy Conditions
- Analyze Exclusions and Endorsements
- Process Applications
- Compile Submissions
- Compare & Contrast Quotes
- Prepare Proposals
- Binding Coverage
- Policy Checking
- Support the Claims Process
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
