Commercial Lines Training


Offers the ability for CSRs to complete ACORD forms preparing them to work within any agency management system.


Keep learners engaged increasing concept comprehension and retention.


Provide new-to-the-industry staff with a foundational understanding for each commercial line of coverage.


Ensure learners are both comprehending and retaining concepts before moving forward within the program.


Teaches key insurance terminology so learners can fully comprehend the more complex concepts.

Task training for six lines of coverage

Total CSR makes every aspect of onboarding simpler, faster, and less expensive. Subscribe to Total CSR today to get everything you need to train your new hires, from start to finish.

Tasks 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

Lines of Coverage

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

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