Total CSR Review: Insurance Agency Training Platform
Total CSR helps insurance agency owners manage the employee lifecycle from recruitment to ongoing education. It is designed for agencies looking to standardize onboarding for CSRs, producers, and account managers.
At a glance
- Category
- HR & Recruiting
- Best for
- 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.
- Key use cases
- New Hire Onboarding, License Compliance Tracking, Staff Skill Gap Analysis, On-Demand Technical Support
- Official website
- totalcsr.com
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
A system to manage job postings across boards and social media, and track candidates from application to offer letter.
Tools to determine the compatibility and existing insurance expertise of job candidates or current employees.
Role-specific training paths and interactive courses covering commercial lines, personal lines, and employee benefits.
A compliance management tool that tracks insurance licenses and provides renewal alerts at 30, 60, and 90-day intervals.
An AI chatbot designed to provide answers to insurance coverage questions.
A searchable resource center where staff can find answers to daily insurance questions.
Use Cases
Using the Hire and Train modules to move new employees from recruitment to active production.
Using LicenseTRAQ to organize entity and individual licenses and monitor renewal dates.
Applying Assess tools to current team members to identify who may need additional training or professional development.
Staff using the Ask Ellie AI chatbot to get clarification on insurance coverage details during their workflow.
Best For
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.
FAQ
The platform provides training for commercial lines, personal lines, and employee benefits, as well as general career development.
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.
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.
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
