AI TOOL PROFILE
Total CSR Review: Insurance Agency Training Platform
- HR and Recruiting
- Applicant Tracking System
- Independent insurance agencies
- Insurance brokerages
- Agency owners managing remote or hybrid teams
- Agencies hiring individuals new to the insurance industry
Pricing
Pricing is based on team size across three tiers: Starter (1-5 users), Growth (6-50 users), and Enterprise (51+ users or multi-location). All features are included regardless of the plan chosen.
At a glance
- Best for
- Independent insurance agencies, Insurance brokerages, Agency owners managing remote or hybrid teams, Agencies hiring individuals new to the insurance industry
- Key use cases
- New Hire Onboarding, License Compliance Tracking, Staff Skill Gap Analysis, On-Demand Technical Support
- Official website
- Visit Total CSR official website
How AI is used
Total CSR is a training and development platform designed for independent insurance agencies and brokerages. It combines applicant tracking and skills assessment with a library of insurance courses to help agencies onboard new hires.
The platform is built for various roles, including Customer Service Representatives (CSRs), producers, and account managers. It supports the process of finding talent, verifying knowledge, and providing structured training on commercial and personal lines.
Beyond initial training, the tool includes compliance features for tracking licenses and an AI-driven assistant to help staff answer coverage questions. The software focuses on industry-specific workflows to help reduce the amount of direct supervision required during new hire onboarding.
Buyers should confirm how the team-based pricing tiers align with their staff count and whether the provided course library covers all the specific lines of authority their agency handles.
Key Features
Hire (Applicant Tracking)
A system to manage job postings across boards and social media, and track candidates from application to offer letter.
Assess (Skills Evaluations)
Tools to determine the compatibility and existing insurance expertise of job candidates or current employees.
Train (Insurance Courses)
Role-specific training paths and interactive courses covering commercial lines, personal lines, and employee benefits.
LicenseTRAQ
A compliance management tool that tracks insurance licenses and provides renewal alerts at 30, 60, and 90-day intervals.
Ask Ellie AI
An AI chatbot designed to provide answers to insurance coverage questions.
Support System
A searchable resource center where staff can find answers to daily insurance questions.
Use Cases
New Hire Onboarding
Using the Hire and Train modules to move new employees from recruitment to active production.
License Compliance Tracking
Using LicenseTRAQ to organize entity and individual licenses and monitor renewal dates.
Staff Skill Gap Analysis
Applying Assess tools to current team members to identify who may need additional training or professional development.
On-Demand Technical Support
Staff using the Ask Ellie AI chatbot to get clarification on insurance coverage details during their workflow.
FAQ
What training topics does Total CSR cover?
- The platform provides training for commercial lines, personal lines, and employee benefits, as well as general career development.
Does Total CSR provide pre-licensing courses?
- No, Total CSR does not offer pre-licensing coursework, though its new-hire training is designed to support the first-time pass rate for employees.
How is the pricing structured?
- Pricing is based on team size with three tiers: Starter (1-5 users), Growth (6-50 users), and Enterprise (51+ users or multi-location). There are no separate feature tiers.
Can I upload my own training content?
- Yes, while the platform comes with pre-loaded role-specific training paths, agencies have the option to create or upload their own content.
Source category: HR & Recruiting
Source subcategory: Applicant Tracking System
More tools in HR & Recruiting
Other published listings in the HR & Recruiting category.
More tools in the Applicant Tracking System software type
Related listings that share the same software type for comparison and shortlisting.
