Features & Quick Stats
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.
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
Subscriber Deals
15% Discount for Catalyit subscribers.
Total CSR Videos
Total CSR Demo
Total CSR Demo
Total CSR Product Spotlight
Total CSR Product Spotlight
Total CSR Resources
Total CSR Joins Catalyit’s Solution Provider Program
Total CSR Joins Catalyit’s Solution Provider Program
February 14, 2024
2
min read