Total CSR provides an insurance agency training platform that streamlines hiring, onboarding, and skill development for new agents. By delivering structured, real‑world training modules, it reduces training time by up to 95% and saves agencies $10,000‑$15,000 per hire, while helping attract and retain millennial and Gen Z talent. The platform is used by over 2,000 agencies to build lasting knowledge and improve team performance.
Funding
Funding not disclosed
Founders
Product
Problem
Insurance agencies struggle to quickly onboard new hires, leading to prolonged training periods, high costs per employee, and difficulty attracting millennial and Gen Z talent who prioritize structured onboarding and training.
Solution
Total CSR offers an integrated platform that streamlines hiring, assessment, training, and ongoing support for insurance agency staff. The system combines an applicant tracking tool, competency assessments, and interactive insurance courses covering everything from ACORD forms to advanced commercial lines. By delivering real‑world, job‑focused content, the platform accelerates skill acquisition, reducing traditional onboarding time by up to 95% and saving $10,000‑$15,000 per hire. A searchable support library provides instant answers to daily questions, helping new and experienced CSRs retain knowledge and stay productive. Agencies can monitor progress through analytics dashboards and tailor training pathways to individual performance gaps.
Target Audience
Primary customers are independent property‑and‑casualty insurance agencies and agency owners seeking to hire, train, and retain customer service representatives and producers.
Features
- End‑to‑end hiring suite with ATS integration for posting, tracking, and offering positions
- Competency assessments to identify skill gaps in candidates and existing staff
- Interactive, role‑specific insurance training modules covering forms, coverage, and commercial lines
- Support portal with searchable knowledge base for on‑the‑job queries
- Progress tracking and analytics dashboards for managers to monitor onboarding speed and performance
- Structured curriculum designed for millennial and Gen Z learning preferences