Catalyit Plus Partner Since February 2024 | Last Updated February 2025

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.

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 HATS 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.

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HATS Resources

Total CSR Joins Catalyit’s Solution Provider Program

Total CSR Joins Catalyit’s Solution Provider Program

February 14, 2024 2 min read