7 Steps to a Total CSR

STEP 1

Your agency hires new staff and needs to train them into competent CSRs and Account Managers.


STEP 2

Your agency's Total CSR admin enrolls any new hire or assistant through their "My Agency" dashboard.


STEP 3

Your new hire or assistant logs into Total CSR and accesses the onboarding program through their "My CSR" dashboard.


STEP 4

Your new hire participates in 80 hours of e-learning coursework over the next 2 weeks.


STEP 5

Your new hire begins working with clients and learning your agency's unique processes / agency management system.


STEP 6

For the next 6 weeks (15 minutes a day), your new hire completes a distributive learning practice to reinforce essential insurance concepts.


STEP 7

Your new hire has completed the Total CSR Practical Insurance Onboarding Program and earns
their Total Customer Service
Representative (TCSR)
designation.

Want to see more?

Total CSR's ability to transform your new hires can be shown, but it's even better to experience. Click below to see why agencies are choosing Total CSR.