Total CSR

Total CSR focuses on employee onboarding and training for insurance agencies, providing e-learning courses, quizzes, and role-based paths. New hires learn about personal lines, commercial lines, E&O prevention, and agency workflows. Administrators can assign modules, track progress, and measure exam results. This training approach reduces the time needed for in-person mentorship. The platform also includes orientation to carrier guidelines, ACORD forms, and compliance best practices. By systematically upskilling staff, agencies can enhance productivity and minimize errors across underwriting and servicing tasks.