Total CSR: Your Best Friend in Training & Support
If you’ve ever wished you could clone your best CSR, give them an encyclopedic memory, and have them available 24/7, Total CSR, a Catalyit Premium Solution Partner, might be the next best thing.
This platform was built from the ground up for independent insurance agencies—helping you train new hires, sharpen veteran skills, and now, thanks to its Ask Ellie AI feature, get instant, accurate answers to just about anything insurance- or agency-related. Whether it’s explaining coverage, drafting client emails, or troubleshooting Excel, Ask Ellie is ready to make your team’s life a whole lot easier.
What’s Total CSR all about?
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Built for today’s agencies – Total CSR is a training and resource platform made specifically for insurance teams. It’s designed to get new agents up to speed fast and help seasoned pros level up continuously.
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Tailor-made learning paths – Customize coaching to your agency’s unique needs, covering everything from commercial and personal lines to pop quizzes.
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Results that wow – Turn new hires into productive pros 95% faster, potentially saving $10–15K per hire.
Ask Ellie: Your Go-To AI Sidekick
Ask Ellie isn’t just another chatbot. Think of her as your agency’s “Swiss Army Knife of AI”—ready to help across the board.
Here’s what Ellie can do for you:
- Insurance Expertise: Get answers to complex insurance questions quicker than you can say "Is that even covered?"
Example: ”Explain a prior work exclusion and provide an example using a plumbing contractor.” - Marketing Mastery: Craft top-notch e-mails/content so you don't have to wrestle with the creative monster.
Example: "Write a LinkedIn Post on the impact of Type 1 indemnitee on additional insured endorsements.” - Leadership Support: Acts like a secret leadership manual, minus the boring parts.
Example: “What is the best way to show I am listening to a INFP personality on the Myers & Briggs test?” - Microsoft Office Mastery: Like getting a degree in Office without stepping into a classroom.
Example: “How do I create pivot table in Microsoft Excel?” - Customer Service Excellence: Solves challenging client issues for even your most difficult clients.
Example: "Write a call script..."
Plus, she builds a personal knowledge base, so her answers get smarter and more relevant over time.
Benefits for Independent Agents
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Onboarding made easy – New agents get up and running quickly, so you don’t have to micromanage every detail.
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Smarter, faster support – Whether it’s coverage answers, marketing content, or team tips, Ellie’s got you covered 24/7.
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Consistency = confidence – You deliver accurate, aligned messages across your team—no more guessing or improvising.
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Save money & time – Faster onboarding translates into serious savings and frees you to focus on strategy (and your clients).
Unlock the power of Total CSR & Ask Ellie
Experience the difference Total CSR and Ask Ellie can make in your workday, and take advantage of 15% off as a Catalyit subscriber!
About Catalyit Solution Providers
Catalyit’s Solution Providers are leading insurance technology companies that help independent agents harness the potential of technology to optimize their agency systems and processes, and deliver exceptional service to their customers. Find out more about Catalyit’s Premium Solution Providers.
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