Total CSR - RETAIN - Demo

October 15, 2025

The Rundown

Total CSR just unveiled RETAIN — a microlearning-based training platform aiming to fix how insurance agencies teach and retain critical knowledge.

The Context

  • RETAIN breaks lessons into 3–5 minute bursts and layers in gamification — think quizzes, points, and coworker competition.
  • It directly targets “false confidence,” a top cause of errors & omissions (E&O) claims.
  • The platform tracks confidence levels and reinforces learning over time — especially useful for younger agents used to bite-sized content.
  • The demo also covered Total CSR’s full suite, including hiring tools and CE tracking.
  • Catalyit customers get a 15% discount.

Why it Matters

RETAIN isn’t just flashy edtech — it’s a strategic play to reduce costly mistakes and keep agents sharp. With E&O claims on the rise and new hires expecting modern training, this kind of bite-sized, confidence-boosting approach could be a game-changer for agencies.

Log in and watch now to see how Total CSR can support your agency.

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