About Total CSR

Built by people who understand how agencies actually work.

We built Total CSR because independent agencies deserve a real system, not another workaround.

Why Total CSR exists

Independent P&C agencies have always operated on talent. The best agencies have the right people in the right seats, trained to do the job correctly, and supported to stay sharp over time.

Most agencies know that. Most still train by proximity, hire on gut feel, and track licenses in a spreadsheet. Not because they want to, but because there was nothing better built specifically for them.

Total CSR changes that. Every module, every assessment, every lesson, and every report in the platform was designed specifically for independent insurance agency operations — not adapted from a generic HR or LMS tool and called insurance-ready.

What we are building toward

The independent agency channel is strong. The agencies that will thrive over the next decade are the ones that invest in their people the same way they invest in their book of business: with structure, consistency, and accountability.

Total CSR is the system that makes that possible. From the first hiring decision to keeping experienced staff sharp years later, the platform covers every stage of the employee lifecycle.

No guessing. No duct tape. No relying on whoever has time to explain it today.

What the platform includes

Seven integrated modules covering the full employee lifecycle.

Hire Applicant tracking and compatibility assessments built for insurance hiring.
Assess Skills assessments for existing staff to identify gaps before they cost you.
Train Structured commercial, professional, and personal lines training with full reporting.
Retain Daily microlearning that keeps coverage knowledge sharp and measures confidence.
LicenseTraQ Automated license tracking with reminders at 30, 60, and 90 days.
CE Continuing education approved in most states, tracked inside the same platform.
Ask Ellie An AI assistant trained on insurance that answers questions in plain language.

See the platform built for your agency.

A 30-minute walkthrough. No pressure. You will know exactly what Total CSR does and whether it fits.

Book a Demo