Hiring in insurance is too expensive to guess. Total CSR Hire gives you a structured, defensible process from application to offer.
Hiring in insurance is too expensive to guess.
A bad hire does not just cost you salary. It costs time, morale, E&O exposure, and the rework that follows someone who was never the right fit. Most agencies know this. Most still rely on resumes, gut feel, and a rushed interview.
Total CSR Hire gives you a structured, defensible way to evaluate candidates before they ever touch a policy or a client, and flows directly into training so you know exactly what they need to learn on day one.
Hire is a built-in applicant tracking and assessment system designed specifically for independent insurance agencies. It answers the questions that matter most:
Create a job posting from scratch, copy an existing one, or start from a pre-built template. Every template is fully editable to match how your agency actually operates. Set the standard once. Every candidate is measured against it.
ZipRecruiter integration is included at no additional cost. One-click apply links connect directly to Indeed and LinkedIn so you can reach candidates where they are looking.
When someone applies, Hire automatically sends the assessments you selected for that role. No chasing. No spreadsheet trackers.
See how closely a candidate aligns with the specific role, not a generic profile. Understand what the score means, not just the number.
Measure general problem-solving ability and compare it directly to what the role requires.
Timed, real-world tasks: BCCing emails, attaching documents, navigating systems. Not theoretical. Shows how fast they actually work.
Evaluate how candidates perceive, anticipate, and manage emotions. Critical for client-facing roles and team dynamics.
Hire generates custom interview questions based on each candidate's results. Scored below range? You get questions to explore why. Scored in range? You get questions to confirm it.
Candidates can't bluff their way past a structured interview built around their own results.
If a candidate says they have insurance experience, make them prove it.
Test their ability to quote, propose, audit, issue certificates, and run the desk. Not self-reported. Measured.
Test understanding of eligibility, exclusions, endorsements, and who is actually covered, line by line.
Hire does not stop at yes or no. Assessment results feed directly into training recommendations so the moment you make an offer, you already know:
No sink or swim. No starting from scratch on day one.
Agencies tired of rehiring the same role. Leaders burned by bad experience hires. Managers who want consistency and documentation. Teams that want to stop training the wrong people.
Apply the same assessment engine to your existing team. Find gaps before they surface in front of a client.
Learn more →Assessment results feed directly into training so you know exactly what each new hire needs on day one.
Learn more →Keep coverage knowledge sharp long after onboarding ends. Five to eight minutes a day.
Learn more →See how Hire works in a 30-minute walkthrough. No pressure. Just the platform.
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