Practical Insurance Onboarding for the Digital Generation

INTERACTIVE ACORD SCENARIOS

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


ACTIVITIES

Keep learners engaged increasing concept comprehension and retention.


VIDEOS

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


QUIZZES

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


DIGITAL FLASHCARDS

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

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.