Successfully train your new CSR's, agents, and producers 95% faster

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Trusted by over 1,000 agencies across the USA including

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Programs for everyone in your agency

Every Total CSR program is practical, interactive, and engaging. Imagine your team being taught everything they need to know without your agency lifting a finger.

Courses
Skills Learned
Courses
Commercial Lines
Personal Lines
Group Benefits
Producer Training
Soft Skills
Commercial Lines

Courses

  • Workers' Compensation
  • General Liability
  • Commercial Auto
  • Property
  • Inland Marine
  • Excess/Umbrella
Personal Lines

Courses

  • Homeowners
  • Personal Auto
  • Dwelling Fire
  • Personal Umbrella
  • Personal Articles Floater
  • Earthquake
  • Flood
Group Benefits

Courses

  • Medical
  • Dental
  • Vision
  • Tax-Advantaged Accounts
  • Life
  • Long-Term Disability
  • Voluntary Benefits
Producer Training

Niche Focused

  • 13+ Critical Skills
  • 15 Follow-Up Activities
Soft Skills

Courses

  • Generation Gaps
  • Business Writing
  • Telephone Etiquette
  • Working with a Difficult Customer
  • Servant Leadership
Skills Learned
Commercial Lines
Personal Lines
Group Benefits
Producer Training
Soft Skills
Commercial Lines

Skills Learned

  • Utilize Proper Insurance Terminology
  • Analyze Supplemental Applications
  • Properly Complete Acord Forms
  • 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
Personal Lines

Skills Learned

  • 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
Group Benefits

Skills Learned

  • 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
Producer Training

Skills Learned

  • 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
Soft Skills

Skills Learned

  • Identify Existing Generational Differences
  • Leverage Generational Diversity Beneficially
  • Understand Common Spelling and Grammar
  • Understand Writing Concepts and Proofreeding Techniques
  • Identify and Resolve Angry or Rude Callers
  • Proper Inbound Call Process and Protocol
  • Maintain Positive Attitude During Times of Stress
  • Develop Empathy and Rapport with Customers
  • Create Strategies to Adapt to Challenging Circumstances
  • Define, Understand, and Act as a Servant Leader

Modern, interactive, and engaging online courses

Our courses are intuitive and keep learners engaged. Imagine your staff actually enjoying their training so much that they'll want more.

Scenarios
Videos
Activities
Vocabulary
Quizzes
Scenarios

Videos

Activities

Vocabulary

Quizzes


We help agencies get more with training

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Testimonials from 300+ Agencies

The program does everything we were told and then some. The fact that you guys are still adding more features is amazing and we look forward for whats to come next.

- Sean Sullivan, customer since 2018

You have consolidated months of learning into individual programs. This allows us to train our people more efficiently and effectively knowing they are all getting the same information. This not only is a valuable resource to the employees taking the programs, but it's taking the burden off of others that would normally invest a lot of their time in training.

- Nancy Kleis, customer since 2019

We’ve tried training newer hires ourselves and, while we are capable, no one really has the time. Total CSR is the perfect starter for us. It addresses coverage, transactions, and soft skills - with enough depth to get the individual adding value quickly.

- Gloria Forbes, customer since 2019

Total CSR is the online training solution your staff will love