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Total CSR
United States
เข้าร่วมเมื่อ 18 มิ.ย. 2018
Total CSR is the insurance industry's premier agency training and development platform. Our H.A.T.S. program (Hire, Assess, Train, Support) helps you to efficiently and effectively invest in the most valuable asset to your agency - your people. With our platform, you can:
Hire smarter by using our comprehensive applicant tracking system to gather applicants from all the major recruitment platforms and make objective hiring decisions
Train faster with our revolutionary education models and systems that provide practical insurance onboarding for new hires and transitioning assistants into CSRs
Transform your agency today by scheduling a free, 30-minute demo and see the impact Total CSR can have on your agency.
Hire smarter by using our comprehensive applicant tracking system to gather applicants from all the major recruitment platforms and make objective hiring decisions
Train faster with our revolutionary education models and systems that provide practical insurance onboarding for new hires and transitioning assistants into CSRs
Transform your agency today by scheduling a free, 30-minute demo and see the impact Total CSR can have on your agency.
Why Your Agency Needs Total CSR!
Total CSR is the insurance industry's first and only agency development platform. With our hiring and training tools, you'll NEVER hire the wrong person again.
มุมมอง: 11 606
วีดีโอ
Total CSR Case Study - From Food Service to Insurance in Less Than 30 Days!
มุมมอง 101K3 ปีที่แล้ว
totalcsr.com/demo/ Total CSR followed Lei, a new account manager at Goodman Insurance, as she went through licensing, training, and assessments with Total CSR. Watch how going through our training enabled Lei to outperform industry pros with years of experience!
Susan Hatten: Choosing Authenticity Over Perfection
มุมมอง 1483 ปีที่แล้ว
This week Olivia welcomes Susan Hatten to the show! Double majoring in apparel merchandising and business marketing, Susan knew her interest was in the branding and creative side of business. Immediately after graduating, Susan found herself at an advertising agency. While doing to some searching on her next career opportunity, she connected with Holmes Murphy where she now gets to share her lo...
YDKS - Greatest Hits
มุมมอง 1203 ปีที่แล้ว
This week I am excited to bring you another collection of past interviews. This episode is full of amazing wisdom and advice from the incredible women I have had the privilege of interviewing over the last few months. As I listened back through these interviews, I realized how relevant and timeless their insight is. While it meant a lot in the moment, the impact it had on me as I put this proje...
Cheri Trites-Versluis : Never Say Never
มุมมอง 1983 ปีที่แล้ว
This week Olivia welcomes Cheri Trites-Versluis to the show! Discovering a love of research and writing while in law school, her skills were a natural match for insurance litigation and dissecting coverage forms. After building a solid career as an attorney on the carrier side, she made the leap over to RiskGenius in early 2020. She is now the Director, Policy Analysis & Product at Risk Genius....
Alyssa Hrubes - On Never Settling for Less in Life
มุมมอง 2183 ปีที่แล้ว
This week I welcome Alyssa Hrubes to the show!! Alyssa is a friend, mom, wife and all about safety! After trying to sort out what she wanted to major in for most of her college career, she fell in love with Safety. After wrapping up her internship she was offered a job in an agency and 17 years later, she has never looked back. She now provides a wealth of experience and knowledge in her role a...
Sharon Fox: Believing the Sky is Always the Limit
มุมมอง 2243 ปีที่แล้ว
This week Olivia welcomes Sharon Fox to the show! Sharon is a self-proclaimed insurance geek and the Director, Business Development at TrustLayer. She originally set out to build her career in HR. As she started researching other options outside the HR sector, she discovered insurance and quickly recognized the variety of opportunities the industry had to offer. Passionate about people, insuran...
Season 1 Finale
มุมมอง 803 ปีที่แล้ว
Beverage - Whiskey Smash Part 1: What do you do when you suspect a client is being dishonest? Part 2: How can an agency find stability with a carrier despite frequent underwriter turnover? In this episode, Justin and Jordan discuss the importance of not jumping to conclusions but rather being an advisor to clients if you suspect they are towing a line that may jeopardize their coverage . They a...
Kaylee Chappelow - Jumping Into Her Insurance Career With Both Feet
มุมมอง 2663 ปีที่แล้ว
This week Olivia welcomes Kaylee Chappelow to the show! Kaylee is the Manager of Business Development at Risk Genius. Kaylee is passionate about the insurance industry, personal and professional growth, leadership, workplace diversity and women in business. And while she may be at the beginning of her career, she brings with her wisdom and insight well beyond her years. Growing up, she was very...
Can You Teach an Old Agency New Tricks?
มุมมอง 2033 ปีที่แล้ว
Beverage - Gin & Tonic Part 1: How do you bring an agency into 2020? Part 2: What do employees need to develop leadership skills? In this episode, Justin and Jordan share steps needed for an agency to consistently modernize operations and avoid backsliding back into their comfort zone. They also discuss the tools and trainings agencies need to provide to develop the next generation of leaders i...
A Few of My Favorite Things
มุมมอง 1353 ปีที่แล้ว
This week’s episode has a little bit different flavor. Instead of fresh new interview, what you will find is a walk down memory lane. This week, I have collected some of my favorite bits and pieces of interviews from the early part of the season. There has been so much wisdom shared by amazing women , that I was only able to include outtakes from the first half of the season. In this episode, y...
Which Niche is Which?
มุมมอง 1033 ปีที่แล้ว
Beverage - The Gimlet Part 1: What does an agent need to know when choosing a niche? Part 2: What qualities are most important in leader? In this episode, Justin and Jordan share their thoughts on the most important factors to developing a niche focus. They also provide insight on the characteristics an owner should look for when the need arises to bring another person in to help with managemen...
Sophie Louise Beynon: On Finding Health & Happiness
มุมมอง 303 ปีที่แล้ว
This week Olivia sits down with Sophie Louise Beynon. Sophie is wife, mother of four, and a Nutrition Coach, International Health Coach, Weight Loss Specialist, Personal Trainer & CEO at Sophie Louise Health After struggling with her own health and wellness at a young age, she invested her energy into finding better balance in her emotional and physical needs and learned to love her body again....
What Options Are There for An Employee Who Regrets Taking a Promotion?
มุมมอง 1343 ปีที่แล้ว
Beverage - The Aperol Spritz Part 1: How does a new employee make the most of an abundance of downtime? Part 2: What should a new manager do when they find themselves struggling with new responsibilities ? In this episode, Justin and Jordan give some helpful advice to a new-to-the-industry on making the best use of idle time. They also provide thoughts on steps a new manager can take to overcom...
Tena Gerst: On Family, Community & Leadership
มุมมอง 1253 ปีที่แล้ว
This week Olivia welcomes her sister Tena to the show! And while we were raised in the same house, we could not be more different… Tena is a wife, mom and engineer. Always very driven, analytical and curious about math and science, she found engineering to be a natural fit. After graduating in 2001 she landed an opportunity that would allow her to build her engineering career and see the world....
Is There a Fair Way to Distribute the Accounts of a Retiring Producer?
มุมมอง 303 ปีที่แล้ว
Is There a Fair Way to Distribute the Accounts of a Retiring Producer?
Katlyn Eggar - Her Mission to Help Others Build Successful Insurance Careers
มุมมอง 2003 ปีที่แล้ว
Katlyn Eggar - Her Mission to Help Others Build Successful Insurance Careers
How Do I Transition Accounts Out of My Book That I No Longer Have Time to Work With?
มุมมอง 553 ปีที่แล้ว
How Do I Transition Accounts Out of My Book That I No Longer Have Time to Work With?
Kelly Augspurger - Building a Career with Passion and Purpose
มุมมอง 1014 ปีที่แล้ว
Kelly Augspurger - Building a Career with Passion and Purpose
How Do Agencies Build Valuable Experience for Interns?
มุมมอง 514 ปีที่แล้ว
How Do Agencies Build Valuable Experience for Interns?
Olivia Schmitt- Learning A Little More Schmitt
มุมมอง 1274 ปีที่แล้ว
Olivia Schmitt- Learning A Little More Schmitt
What Are The Potential Consequences of Consolidating Locations?
มุมมอง 244 ปีที่แล้ว
What Are The Potential Consequences of Consolidating Locations?
Emily Mertz - Making the Most of Every Moment
มุมมอง 444 ปีที่แล้ว
Emily Mertz - Making the Most of Every Moment
Kari Colman - Trusting Every Curve in the Road
มุมมอง 494 ปีที่แล้ว
Kari Colman - Trusting Every Curve in the Road
What Should Agencies Do When a VIP Employee Retires and Client Relationships Are at Risk?
มุมมอง 494 ปีที่แล้ว
What Should Agencies Do When a VIP Employee Retires and Client Relationships Are at Risk?
Kiki Johnson: Embracing Life as an Adventure
มุมมอง 754 ปีที่แล้ว
Kiki Johnson: Embracing Life as an Adventure
How Should Internal Employee Moves be Managed?
มุมมอง 774 ปีที่แล้ว
How Should Internal Employee Moves be Managed?
Tracy Staniland - Using Our Journeys Inspire Others
มุมมอง 524 ปีที่แล้ว
Tracy Staniland - Using Our Journeys Inspire Others
How Do Managers Reenergize a Team That Has Started to Check Out?
มุมมอง 684 ปีที่แล้ว
How Do Managers Reenergize a Team That Has Started to Check Out?