Total CSR | Insurance Agency Training & Development Platform,
27042 Towne Centre Drive, Lake Forest, CA 92610
About Us
Total CSR is an innovative insurance agency training and development platform located at 27042 Towne Centre Drive, Lake Forest, California, United States. We specialize in providing structured onboarding and training programs for insurance agencies, helping you save time and money by training new hires 95% faster than traditional methods.
Our platform is designed to attract younger generation employees to the insurance industry, as we understand that only 4% of Millenials and Gen Z job seekers are interested in this field. With Total CSR, you can offer a structured onboarding process that aligns with the preferences of these job seekers, making your agency more appealing to the next generation of talent.
We believe that building a strong company culture is essential for the success of an insurance agency, which is why our platform not only focuses on training but also provides hiring assessments to help you build the ideal team. With the average age of insurance professionals being 59 years old, it's crucial to have a formal training program in place to support new hires and ensure the continuity of your agency.
Total CSR was founded by two brothers who understand the challenges faced by independent insurance agencies, which is why our platform is designed BY agency owners, FOR agency owners. We are committed to your agency's success and offer a comprehensive solution for hiring, assessing, training, and supporting your insurance agency staff.
Join over 2,000 agencies who have already experienced the benefits of Total CSR and see how our platform can help you grow your agency, hire smarter, train faster, and transform your team into productive and contributing members. Don't let unstructured training derail your agency's growth - choose Total CSR for a modernized approach to hiring and training in the insurance industry.
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Hours open
Monday:
8:00 AM - 4:30 PM
Tuesday:
8:00 AM - 4:30 PM
Wednesday:
8:00 AM - 4:30 PM
Thursday:
8:00 AM - 4:30 PM
Friday:
8:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
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Reviews
"The courses are interactive and informative. They ensure that all agents - new and experienced - have the basic information they need to do their job from coverage to sales. The Expertise Assessment helps gauge the knowledge of experienced agents and the personality profile gives great insight into the agents to help them be their best!"
"Total CSR is the BEST training you could offer to your agency staff. It covers every part of the industry you would need to study for your exam or just refresh your knowledge. Highly recommend!!!"
"Total CSR can assist you in hiring processes by finding, evaluating, and hiring top-tier talent with their application tracking system. Total CSR with determine your existing staff's positional compatibility and current insurance expertise. Total CSR will enroll new and experienced staff into a variety of comprehensive insurance and career development courses and you can even build your own! Ask Ellie is the insurance industry's favorite elephant! Staff benefits from a quick access resource library to their daily insurance questions. Total CSR has a great program that will provide knowledge to anyone that has little or no insurance experience. Total CSR is very user friendly and our company has benefited immensly from it. To sum up Total CSR benefits: Understanding Complex Insurance Concepts - Creating Engaging Marketing Messaging - Offering Professional Development Support - Improving Customer Service Interactions"
"Total CSR has helped us train and develop our team. they have many different tools to use in their program and we are using them all. I would recommend agents looking in to this program to help train and develop their employees. The staff is very friendly and well versed in the various program segments."
"Although I was not new to insurance, I had never worked in an agency or with personal lines before. The Total CSR Training Platform was a great experience and included tutorials and quizzes to check your knowledge as you work through the modules. I would suggest that anyone new to coverage lines use this program due to the thoroughness of the training."
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