New Hire Programs

13 Expertly-Crafted Courses for New Insurance Hires

3 Programs, 60+ Hours of Training

No Experience? No Problem.

New-to-industry hires learn insurance-specific vocab, common use cases, and foundational coverage knowledge in our new hire programs.

Many users become contributing team members 95% faster than traditional training methods alone.

Commercial Lines

Total CSR’s commercial lines program teaches both foundational coverage knowledge and on-the-job practical training for new CSRs.

Commercial Lines

Courses: 7

Estimated Time: 45 – 60 Hours

Designation: Qualified Commercial Lines Specialist (QCLS)

  • Agency 101
  • Introduction to Commercial Lines
  • General Liability
  • Commercial Auto
  • Excess & Umbrella Liability
  • Property
  • Inland Marine
  • Utilize Proper Insurance Terminology
  • Analyze Supplemental Applications
  • Properly Complete CSIO Forms
  • Analyze Loss Runs
  • Compile Submissions
  • Compare & Contrast Quotes
  • Prepare Proposals
  • Binding Coverage
  • Process Certificates of Insurance
  • Policy Checking
  • Process Endorsements
  • Understand Final Audits 

Niche Prospecting for Producers

Course: 1

Estimated Time: 6 – 10 Hours

  • Agency 101
  • Identifying Prospects
  • Becoming a Niche Producer
  • Prospecting Management
  • Generating Leads
  • Moving Leads to Prospects
  • Moving Prospects to Opportunities
  • Moving Opportunities to Clients
  • Managing the Relationship
  • Prospecting Basics & Terminology
  • How to Identify and Develop a Niche
  • Lead Generation Methods
  • Keeping Your Pipeline Full
  • Overcoming Discomfort
  • Providing a Unique Selling Proposition
  • Bypassing the Gatekeeper
  • Scheduling Appointments with Decision Makers
  • Qualifying Prospects
  • Negotiating with Underwriters
  • Proposing Quotes and Closing Business
  • Managing Relationships
  • Asking for Referrals

Niche Prospecting for Producers

New-to-industry producers will learn techniques for niche prospecting and how to close sales with Total CSR.

Professional Lines

Total CSR’s professional lines program teaches new hires about specialty insurance coverages, including Cyber Liability, EPLI, Errors & Omissions, and more!

Professional Lines

Courses: 5

Estimated Time: 20 – 25 Hours

Designation: Qualified Professional Insurance Specialist (QPIS)

  • Agency 101
  • Employment Practices Liability Insurance (EPLI)
  • Cyber Liability
  • Directors & Officers (D&O)
  • Pollution Liability
  • Errors & Omissions (E&O)/Professional Liability Insurance
  • Utilize Proper Insurance Terminology
  • Analyze and Understand Applications
  • Understanding Policy Conditions
  • Analyze Exclusions and Endorsements
  • Process Applications
  • Compile Submissions
  • Compare & Contrast Quotes
  • Prepare Proposals
  • Binding Coverage
  • Policy Checking
  • Support the Claims Process

Testimonials

"I love how interactive the Total CSR courses were, especially the simulations. You guys nailed it!"

Tenika Bruleigh

"Total CSR is not only a valuable resource to the employee taking the program, it takes the burden off others who would normally invest a lot of time training them."

Nancy Kleis

Hire, Assess, and Train Your
Insurance Agency Staff

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