Total CSR Joins Catalyit’s Solution Provider Program

Catalyit is excited to announce that Total CSR has joined Catalyit’s Solution Providers program. Total CSR’s innovative approach to hiring and training, and resource management help modernize how insurance agencies operate, making it a perfect fit for Catalyit’s network of leading insurance technology companies.

What is Total CSR?

Total CSR is at the forefront of insurance training and resource management solutions. Their platform is designed to streamline the onboarding and continuous education of insurance agents, ensuring they are up-to-date with the latest industry standards and practices.

Total CSR specializes in:

• Comprehensive Training Programs: Tailored to both new hires and seasoned agents, focusing on practical skills and knowledge critical for success in the insurance industry.
• Customizable Learning Paths: Allowing agencies to tailor training according to the specific needs of their team and the demands of the market.

Why Total CSR?

• Enhanced Efficiency: Streamline onboarding and reduce the time it takes for new agents to become productive members of your team.
• Continuous Learning: Keep your team’s skills sharp with up-to-date training on the latest insurance products, regulations, and best practices.
• Improved Service Delivery: Well-trained agents are better equipped to serve your clients, leading to higher satisfaction and retention rates.

Introducing Ask Ellie!

An A.I.-powered Assistant for Insurance Agencies

Total CSR’s Ask Ellie is an agile AI-powered assistant that builds a personal knowledge base. It can answer the most complex insurance questions and give detailed explanations and clarifications on your most complex insurance questions. Ask Ellie can help with the following agency tasks and roles:

• 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…”