Turn Training Into Lasting Performance

Training alone isn’t enough

Agencies invest thousands of dollars and countless hours into training. Yet most of it disappears within weeks.

  • CSR’s still treat account executives as their personal coverage explanation guru
  • Account managers miss common coverage gaps
  • Producers struggle to explain risk exposures to clients
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Learn more

The Retain Solution

Most training ends with a checkmark, not lasting recall. When clients ask for coverage details, knowledge gaps show up, hurting credibility, business, and exposing risk. Retain fixes the forgetting problem with science-backed reinforcement that works with the brain:

  • Personalized Learning Paths – Adaptive AI targets each learner’s weak spots, delivering the right lessons at the right time.
  • Daily Reinforcement – Spaced repetition cements knowledge in just minutes a day.
  • Real-World Scenarios – Confidence checks and applied examples ensure learning transfers to client conversations.
  • Motivation That Sticks – Points, leaderboards, and rewards keep teams engaged.
  • Analytics That Matter – See not only what your team knows, but how confident they are. Spot risks before they become errors.
  • Any Device Access – Learning that fits the workday, wherever your team is.
Who Is Retain For?

Retain grows with you, whether you’re new to insurance, leveling up your expertise, or protecting decades of experience.

Retain on a desktop computer
Retain on a mobile device
See Retain in Action

Experience daily reinforcement that sticks. 

Who Is Retain For?

Retain grows with you — whether you’re new to insurance, leveling up your expertise, or protecting decades of experience.

Beginner: Build Confidence Fast
Turn dense policy language into repeatable knowledge. Retain bridges the gap from classroom training to client conversations, accelerating ramp-up time and reducing errors. Perfect after QCIS.
Retain on a desktop computer
Move beyond the basics with reinforcement that sharpens intuition and fills coverage gaps. Retain keeps growth continuous, not stalled.
Even experts face drift. Retain keeps seasoned professionals sharp, confident, and ready for complex client challenges, protecting decades of expertise.
Retain on a mobile device
Retain on a desktop computer
See Retain in Action

Experience daily reinforcement that sticks. 

Why Agencies Choose Retain

Traditional training ends, but the forgetting doesn’t. Without reinforcement, agencies face costly mistakes, slower responses, and missed opportunities.

Reduce Risk

Spot and close knowledge gaps before they become costly errors.

Sell Smarter

Producers approach every conversation with stronger coverage insight.

See Clearly

Leaders get visibility into who’s confident, who needs coaching, and where the risks lie.

Respond Faster

Account managers handle complex questions with authority.

Protect Your Investment

Retain locks in training, turning dollars spent into performance gained.

See how Retain turns training into lasting
performance.
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What People are Saying

Every lesson was very detailed. I loved the sample stories that you added to the lesson. It made things easier and faster to understand. Total CSR really educated me.
Nataly OrtizCustomer Since 2019
Total CSR is a great educational tool if you are new to the insurance industry, and it's also a fantastic refresher course for those with prior experience. The quizzes ensure you understand the subject matter before moving forward. I highly recommend Total CSR.
Jeff DobbinCustomer Since 2019
The Total CSR program is very beneficial, especially for our new hires. It gives them the step by step basics and understanding of daily work flows. This program works great for us by saving valuable teaching time. We are very pleased with the results.
Kathy LegeCustomer Since 2019
“We think Total CSR is an incredibly useful tool. The software has played an integral role in regards to our CSR training. I have not seen anything like this product in the marketplace.”
John DoorhyCustomer Since 2019
With Total CSR I now have a consistent training program in place. It allows me to feel more confident hiring new-to-the-industry employees and knowing we will give them the support they need to be successful.
Tim DavisCustomer Since 2018
Total CSR really is the best program for new CSRs or a CSR that's looking for a refresher. The program goes into detail with every line of business in a way that makes sense by creating examples and interactive exercise. It really is like no other program out there. 100% recommend it!
Wendy ChavezCustomer Since 2019
Total CSR provides the CSR the tools and information to get started as a new CSR or to become a better CSR. For an agency owner, this is a great tool to help train the CSR without the owner's time being spent doing it themselves. A great investment for me and my staff. I'd highly recommend it.
Charlie SteenCustomer Since 2019
I really enjoyed using the Total CSR learning system. It's easy and very informative. I learn something new on every subject. I would recommend this learning system for anyone who is new to the industry.
Carmen CisnerosCustomer Since 2019
Fantastic content & very instructive! Recommend 10/10!
Charles BoyntonCustomer Since 2019
Every lesson was very detailed. I loved the sample stories that you added to the lesson. It made things easier and faster to understand. Total CSR really educated me.
Nataly OrtizCustomer Since 2019
Total CSR is a great educational tool if you are new to the insurance industry, and it's also a fantastic refresher course for those with prior experience. The quizzes ensure you understand the subject matter before moving forward. I highly recommend Total CSR.
Jeff DobbinCustomer Since 2019
The Total CSR program is very beneficial, especially for our new hires. It gives them the step by step basics and understanding of daily work flows. This program works great for us by saving valuable teaching time. We are very pleased with the results.
Kathy LegeCustomer Since 2019
“We think Total CSR is an incredibly useful tool. The software has played an integral role in regards to our CSR training. I have not seen anything like this product in the marketplace.”
John DoorhyCustomer Since 2019
With Total CSR I now have a consistent training program in place. It allows me to feel more confident hiring new-to-the-industry employees and knowing we will give them the support they need to be successful.
Tim DavisCustomer Since 2018
Total CSR really is the best program for new CSRs or a CSR that's looking for a refresher. The program goes into detail with every line of business in a way that makes sense by creating examples and interactive exercise. It really is like no other program out there. 100% recommend it!
Wendy ChavezCustomer Since 2019

Don’t Just Train—Retain

Your team already trained. Now make sure it lasts.
Retain keeps coverage knowledge sharp, confident, and ready for every client conversation.

Book a Demo