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Catalyit Guide

Training

Training platforms give agencies a competitive edge with on-demand courses, interactive modules, and progress tracking that elevate performance, ensure compliance, and transform client service.
Section I: Training in 2025
  
Section I

Training in 2025

What is Training technology?

Training technology empowers insurance agencies with cutting-edge tools and resources to elevate employee expertise, sharpen skills, and maximize productivity. These dynamic platforms deliver on-demand courses, engaging learning modules, and real-time progress tracking to keep your staff ahead of industry trends, compliance requirements, and operational best practices.

In today's competitive landscape, an agency's success hinges not just on what your team knows, but on their capacity to learn rapidly and effectively transfer that knowledge to others. By embracing training solutions, agencies can transform team performance, accelerate client satisfaction, and cultivate a thriving culture of continuous learning and growth.

This guide can help...

  • Reduce Onboarding Costs
  • Transform New Hires
  • Retain Top Talent
  • Eliminate Training Gaps
  • Reduce Training Time
  • Build Confident Teams
  • Measure Learning Outcomes
  • Improve Knowledge Retention
  • Boost Team Productivity
  • Standardize Best Practices
  • Streamline Learning Processes
  • Create Training Consistency
“The future of insurance belongs to those who adapt quickest. The most valuable skill isn't technical expertise—it's the ability to learn rapidly and retain deeply. Tomorrow's leading agencies will train their teams not just in what to know, but in how to learn.”
Justin Goodman_circle-min
Justin Goodman
      
Section II

How do I get started?

Are you looking for a training solution that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. Here's what we think you should consider.

Coverage, Process and Soft Skills Training

Does the solution teach insurance coverage knowledge, operational processes, and essential soft skills—or focus on only one area?

Delivery Flexibility

Does the platform offer both self-paced on-demand courses and personalized live instruction to match your team's learning styles and schedules?

Retention & Learning Science

Does the platform employ proven techniques like spaced repetition, active recall, and reinforcement to ensure long-term knowledge retention?

Progress Tracking & Analytics

Does the solution provide real-time insights into learning outcomes and skill gaps, enabling data-driven training decisions?

Continuing Education Credits

Does the platform provide state-approved CE credits that fulfill your team's licensing requirements?

AI-Enhanced Learning

Does the training include an intelligent AI assistant for real-time guidance on complex coverage issues?

Scalability & Customization

Can the training grow with your agency and adapt to your specific workflows, or is it one-size-fits-all?

Continuous Content Updates

Is the curriculum regularly refreshed to reflect regulatory changes and industry evolution, or will it become outdated quickly?

     
Section III

What solutions are available?

Take a closer look at all your available options by visiting their profiles.

Train
Train

Train
by Total CSR

Accelerate onboarding with powerful, real-world training that expertly balances coverage mastery with practical job skills.

Training

      
Section IV

What are independent insurance agents using, and how do they rate?

Catalyit partnered with Big “I” state associations to survey independent insurance agencies across the US and gather information about their tech stack and satisfaction.

34%

Agencies using a training platform

Catalyit Goes Deeper

One of the top concerns for agencies is finding, hiring, and retaining the necessary staff. Hiring someone with insurance experience can be challenging, especially if the agency needs a training program. Total CSR addresses this issue by providing agencies with a predefined training program to help new hires with little to no experience get up to speed faster than they would on their own. This also helps to reduce the training burden on the agency.

Most Used
% Use
Avg. Rating
Total CSR
56%
4.4
IIANC InsureAcademy
2%
5.0
New Level Partners
1%
5.0
NetVU New Hire Program
1%
4.5
Other
40%
4.2
      
Section V

Additional Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

Unlocking the Full Potential of Your AMS for Maximum ROI
Automation

Unlocking the Full Potential of Your AMS for Maximum ROI

October 1, 2025 2 min read
Total CSR: Your Best Friend in Training & Support
Training

Total CSR: Your Best Friend in Training & Support

August 18, 2025 2 min read
From Knowledge to Intuition: How to Build Expertise Faster
Training

From Knowledge to Intuition: How to Build Expertise Faster

August 5, 2025 2 min read

Webinars & Demos

Total CSR Demo
Training

Total CSR Demo

April 23, 2024
      
Section VI

Have questions?

The Catalyit Team is here to help! Get in touch with us.

  • Ask the Catalyit Chatbot
  • Submit a Support Ticket
  • Call us
Contact Us
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Contributors:

Casey Nelson

Casey Nelson

Justin Goodman_circle-min

Justin Goodman

Guide Last Updated: November 2025

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