Catalyit Plus Provider Since February 2024 | Last Updated June 2024
Features & Quick Stats
Total CSR is the insurance industry’s first and only agency training and development platform. Their Ask Ellie tool is the Swiss army knife of A.I. for agencies and can help with insurance questions, marketing content, leadership support, Microsoft Office, and customer service.
Core Business: Hiring Assessments, Training, AI powered Insurance Knowledge
How Total CSR Helps Independent Agents/Brokers: Our platform solves the most critical challenges faced by agency owners. We offer efficient, engaging, and practical training solutions that significantly accelerate onboarding processes, upskill existing staff, and seamlessly bridge generational divides. Our approach is not only effective but also significantly enhances productivity. We also provide AI powered assistance that answers complex coverage questions, generates marketing copy and more.
Partnerships: Applied Client Network, Vertafore, other network and carrier partners
Exclusive Catalyit Deal: 15% Discount for Catalyit subscribers.
Videos:
Key Features:
- Hire: Find, evaluate, and hire top tier talent with our application tracking system.
- Assess: Determine your existing staff’s positional compatibility and current insurance expertise.
- Train: Enroll new and experienced staff in a variety of comprehensive insurance and career development courses – you can even build your own!
- Support: Ask Ellie! The insurance industry’s favorite elephant is your staff’s quick access resource library to their daily insurance questions.
Website: totalcsr.com
Contact: [email protected]
Headquarters: Foothill Ranch, CA
Number of Employees: 20+
Area of Operations: USA and Canada
Total CSR Videos
Total CSR Demo
Total CSR Product Pitch
Ask Ellie Product Pitch
Need 1:1 Help?
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
Total CSR Resources
Compare Total CSR to other solutions on these Catalyit Guides.
Submit your review | |
