IAN - Total CSR

Hire smarter. Train faster. Amplify your growth.

The Insurance Industry’s First and Only Agency Development Platform TOTAL CSR is modernizing hiring and training for the next insurance generation.

Get Modern - These days, the average age of an insurance professional is 59 years old, and at least 25% of them are planning to retire within the next two years. However, 90% of agencies still don’t have a formal training program to attract and support the new hires they desperately need. Total CSR is modernizing hiring and training for the next insurance generation.

Provide Structure - Only 4% of Millenials and Gen Z job seekers are interested in the insurance industry, but 80% of them prefer a structured onboarding and training program when choosing their next career move. You can attract these younger generation employees to your team with Total CSR, the only structured onboarding and training for insurance agencies.

TOTAL CSR benefits: Save Time and Money - When you successfully train your new hires 95% faster with Total CSR, it saves you time and money. (Up to $10,000-$15,000 per hire!). Our onboarding is faster, cheaper, and more effective than the stressful and expensive, traditional hiring and training process.

Enable Growth - Focus on what’s most important to you: growing your agency. The TOTAL CSR platform fully prepares CSRs on the processes, procedures, and coverage knowledge they need to complete their daily work in less than a month. Regular on-the-job training can take as long as 2 years before a CSR is fully self-sufficient. It’s an inefficient use of your existing employees’ time.

Don’t let your growth train get derailed by training.

TOTAL CSR wears these - H.A.T.S. so you don’t have to!

Hire - Find, evaluate, and hire top-tier talent with a comprehensive applicant tracking system.

Manage candidates from multiple job boards, your company website, and social media all in one place.

From the job posting to the offer letter, a guided platform helps you navigate the hiring process and find your next star employee.

• Post Jobs – TOTAL CSR has partnered with the #1 rated, online employment marketplace so that you can manage all your hiring directly in the Total CSR system. When you post a job, AI-powered matching technology will actively connect you to qualified job seekers.

• Evaluate Compatibility - Don’t waste time on a candidate who isn’t a good fit.

Using industry leading assessment technology, applicants are vetted for compatibility before you ever interact with them. These assessments will rate them on emotional intelligence, personality fit, cognitive aptitude, and computer skills, so you only engage with your top candidates.

• Evaluate Expertise – Leverage Total CSR’s insurance assessments to determine whether a candidate is truly qualified for your position. This final step in your evaluation helps you determine how to effectively train your new hire should you decide to send them an offer.

Assess -

Determine the overall compatibility, competency, and insurance expertise of both your current employees and job candidates.

These results will help you determine who needs more training, develop, and fortify your current team members, and separate the pretenders from the performers.

• Assess Compatibility - Assess your employee’s compatibility profile, including emotional intelligence, computer literacy, personality profile, and cognitive aptitude to discover where further development is needed. These results enable you to determine which team members would work best together, what kind of role your employee would thrive in, and whether a candidate would be suited to a position in management, sales, or support.

• Assess Expertise - Assess your team members’ insurance expertise with Total CSR. Regular employee assessments will ensure that your team understands important lines of coverage and will help you to identify knowledge gaps for further training and development.

Train - Enroll new hires and experienced staff in practical and interactive insurance courses and professional development programs.

From ACORD form tutorials to advanced commercial lines coverage, we’ve got it all. With TOTAL CSR, you can take a new-to-industry hire and turn them into a valuable, contributing team member 95% faster than traditional training methods alone.

• New Hire Programs – Total CSR identified the top competencies that all new CSRs need. With four in-depth programs, Total CSR covers everything your CSRs need to know to service customers in commercial lines, personal lines, and employee benefits. New Hire Programs save agencies $10,000-$15,000 per new employee in training costs.

• Advanced Programs - Developing your agency means developing your staff. Suited for CSRs who have already completed all our new hire programs and gained some industry experience, our advanced programs deepen your staff’s insurance knowledge.

• Professional Development - Your people can be your greatest asset or your greatest liability. Investing in their professional development, increases customer satisfaction and improves office culture. From entry-level new hires to seasoned managerial staff, your entire team will learn valuable and applicable insights from the Total CSR Professional Development Program.

• Custom Courses - Your agency’s internal operations and processes are a crucial part of a new hire training program. Whether it’s your AMS or company culture, train your new hires on what makes YOUR unique agency a success.

Support

- Provide a quick-access, searchable, and convenient resource to your employees

with the Total CSR Support system.

New hires will get answers to their daily insurance questions, and experienced CSRs can find the information they need, fast.

• Get Support - Meet our support elephant, Ellie! Ellie the Elephant is your agency’s own personal insurance resource and support. When your trainees ask Ellie any insurance-related question from our courses, she’ll immediately give them an answer.

Stop answering the same questions during training: • What is coinsurance?

• Where can I get an ISO form?

• Is there a penalty for cancellations?

Ellie’s searchable database provides quick and convenient answers for new and experienced CSRs alike, so you don’t have to.

Plans and Pricing

Annual Savings When Compared to Monthly Billing Cycle*

Transform Your Agency in Just 30-Minutes!

Discounted Pricing available with IAN Association.

Learn More

Contact Information MANAGEMENT TEAM Mike Haller Chief Administration Officer – CAO

Office: (425) 448-9190

mhaller@insuranceagencynetwork.com

Fax: (425) 868-2411

Cell: (425) 681-0996

AIDCO Hall of Fame Member

Eric Granberg Chief Operating Officer – COO egranberg@insuranceagencynetwork.com

Craig Phair Sr Vice President – Associate Development craig@insuranceagencynetwork.com

Laurie Schuster Director of Operations and Finance lschuster@insuranceagencynetwork.com

Office: (425) 448-9190 Cell: (206) 300-5714 Fax: (425) 868-2411

Office: (425) 448-9190 Cell: (541) 891-9551 Fax: (425) 868-2411

Office: (425) 448-9190 Cell: (425) 836-6372 Fax: (425) 868-2411

SALES TEAM Ted Wease Eastern Region Sales Manager

Office: (425) 448-9190 Cell: (503) 998-9411

twease@insuranceagencynetwork.com

Fax: (425) 868-2411

Kim Simonian Western Region Sales Manager

Office: (425) 448-9190

ksimonian@insuranceagencynetwork.com

Fax: (425) 868-2411

Cell: (559) 696-8386

P O Box 2393 Redmond, WA 98073 www.insuranceagencynetwork.com