One connected platform. Seven integrated modules. Built exclusively for independent P&C agencies.
Most independent agencies are held together by institutional memory: tribal knowledge, YouTube playlists, and whoever happens to sit next to a new hire.
That works until it does not. Until the wrong person gets hired. Until a coverage gap slips through. Until a senior CSR is answering the same basic question for the third time this afternoon.
Total CSR is a connected training and operations platform built specifically for independent P&C agencies. It does not try to be everything. It solves the specific problems that cause turnover, E&O exposure, and inconsistent service.
Each solution below works independently. Together, they create a complete system, from the first hiring decision to keeping experienced staff sharp years later.
Applicant tracking built for agencies. Post jobs, run compatibility tests, manage the interview workflow.
Learn more →Find skill gaps in your current staff before they cost you. No sink-or-swim required.
Learn more →Assign structured commercial and personal lines training. Track progress, exam scores, and time spent.
Learn more →Five to eight minute daily microlearning that keeps coverage knowledge sharp. Mobile-friendly and confidence-tracked.
Learn more →Track license renewals across every state. Automatic reminders at 30, 60, and 90 days.
Learn more →Continuing education approved in most states, tracked inside the same platform.
Learn more →An AI assistant trained on insurance. Coverage questions, state-specific answers, plain-language explanations.
Learn more →No guessing who is ready. No retraining everyone on everything. No relying on whoever has time to explain it today.
If you want to see how it fits your agency, the next step is simple.
Book a Demo