Total CSR gives agency owners and operations managers a structured way to hire, train, and develop CSRs and producers — without depending on whoever's free to show them the ropes.
New hires learn from whoever sits closest. Senior staff field the same questions daily. There is no standard. Just whoever has time.
When someone makes a mistake on a cert or misquotes coverage, it costs time, credibility, or worse. And it keeps happening because nothing changed.
Total CSR gives you a structured system for every stage of the employee lifecycle — from hiring the right person to making sure they actually know what they're doing three years in.
Seven integrated modules that cover the full employee lifecycle — from hiring the right person to keeping experienced staff sharp.
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 →The Train module covers commercial lines, personal lines, and professional lines — with practical application, scenarios, and knowledge checks built in. Administrators can see exactly which courses were opened, which questions were missed, and how long each person spent learning. No more guessing who is ready.
See TrainRetain is microlearning designed for staff who already have the basics. Five to eight minutes a day. A quick lesson, five questions, and a confidence rating. If someone is inaccurate or overconfident, they get a follow-up automatically. It keeps the knowledge active without pulling people out of the flow of work.
See RetainHire includes compatibility assessments, aptitude tests, computer skills evaluations, and emotional intelligence scoring — all before the first interview. Assess does the same thing for your existing staff, so you can identify gaps before they surface in front of a client.
See Hire[PLACEHOLDER] Total CSR gave us a real system for the first time. We stopped guessing which CSRs were ready and started knowing.
[PLACEHOLDER] The training is actually built for insurance. Not generic corporate content that nobody finishes. Our team uses it.
[PLACEHOLDER] LicenseTraQ alone saved us from a renewal we would have missed. Worth every dollar just for that.
See how Total CSR works in a 30-minute walkthrough. No pressure. Just the platform.
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