--- title: Total CSR Reviews meta_title: 'Total CSR Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Total CSR works for a business like yours. date_modified: '2026-07-13' parent_category: name: Pre-Employment Screening url: https://www.g2.com/categories/pre-employment-screening --- # Total CSR Reviews **Vendor:** Total CSR **Category:** [Talent Assessment Software](https://www.g2.com/categories/talent-assessment-software) ## About Total CSR Total CSR is the insurance industry's first and only agency development platform, built in 2019 by agency owners who could not find training that worked in a real agency environment. It now serves more than 3,000 independent agencies and brokerages, with over 50,000 CSRs, account managers, and producers trained on the platform. It replaces the usual patchwork (an ATS, a generic LMS, a spreadsheet for licenses, and a shoulder tap to your busiest account manager) with one system that runs the entire talent lifecycle. Retain: knowledge that survives the client conversation Retain fixes the forgetting problem with science-backed reinforcement. Adaptive AI builds a personalized learning path for each person, targeting their weak spots. Spaced repetition cements coverage knowledge in minutes a day. Real-world scenarios and confidence checks make sure learning transfers to actual client conversations. Points, leaderboards, and rewards keep teams engaged. Analytics show you not just what your team knows but how confident they are, so you can spot risk before it becomes an error. Retain works for every level: beginners ramp faster, mid-level staff fill coverage gaps, and veterans fight the knowledge drift that quietly erodes decades of expertise. Available on desktop and through the Retain mobile app for iOS and Android. Train: practical courses built by insurance experts Interactive courses spanning personal lines, commercial lines, and employee benefits, from ACORD form tutorials to advanced commercial coverage. Learners work through explainer videos, simulations, and sandbox environments where they can practice before they are deployed on live accounts. New Hire Programs cover the core competencies every CSR needs. Advanced Programs deepen expertise for experienced staff. Career Development courses build the soft skills that keep clients happy. You can also build custom courses on your agency's own workflows. Agencies turn new-to-industry hires into contributing team members 95% faster than traditional methods alone, saving $10,000 to $15,000 per new employee in training costs. Designations include QEBS, QCLS, and QPLS, with CE credit available in approved states. Hire: an ATS built for insurance Manage candidates from job boards, your website, and social media in one dashboard. Post directly to the top-rated employment marketplace in the insurance industry, where AI-powered matching connects you to qualified job seekers faster. The platform guides agency owners from job posting to offer letter, and makes it realistic to recruit strong talent from outside the industry. Assess: separate the pretenders from the performers Unlimited pre-hire and ongoing assessments score candidates and current staff on emotional intelligence, personality fit, cognitive aptitude, computer skills, and actual insurance expertise. Total CSR then generates custom interview questions based on each candidate's results, so hiring decisions rest on data instead of gut feel. Use the same assessments on your existing team to see who needs development and where. Ask Ellie: the AI support desk for insurance questions Ellie is an AI assistant purpose-built for insurance professionals, trained on Total CSR's insurance curriculum. Your team can ask Ellie to explain complex coverage concepts, draft marketing messaging, support their professional development, and improve customer service interactions. New hires stop interrupting your senior producers for every question, and experienced CSRs get accurate answers in seconds instead of digging through carrier PDFs. LicenseTRAQ: compliance without the spreadsheet Stop choosing between expensive compliance software and a fragile Excel file. LicenseTRAQ keeps every individual and entity license in one secure database with an at-a-glance dashboard. Renewal alerts fire at 30, 60, and 90 days. Automatic notifications flag expired licenses and regulatory infractions before they turn into fines. Less manual work, fewer errors, and the peace of mind that your licensing is always in order. Who it's for Independent insurance agencies, brokerages, MGAs, and carrier-affiliated agencies, from two-person shops to 500-plus employee enterprises. Pricing is based on team size, with full platform access on every plan (no feature tiers, no upsells). Total CSR is SOC 2 Type 2 certified and serves agencies across the United States and Canada. Hire smarter. Train faster. Make it stick. - [View Total CSR pricing details and edition comparison](https://www.g2.com/products/total-csr/reviews?page=1§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+20%3A33%3A27+-0500&secure%5Bsession_id%5D=a12b0a45-08ca-40bb-a940-df0cd4121c81&secure%5Btoken%5D=78c1a07f1adc31b342b21c5a51421816dcd0b0c2c95911a798ab09638fa26874&format=llm_user) ## Total CSR Features **Generative AI** - AI Text Generation - AI Text Summarization **Platform Content - Talent Assessment** - Candidate Screening - Content Library - Assessment - Portal - Emotional Intelligence - Logical Reasoning - Big Five - Psychometric - Skills Assessment - Question Library - Tests/Assessments - Background Screening - Pre-made Test Library **Platform Performance - Talent Assessment** - Uptime - Analytics - Monitoring - Visual Analytics **Platform Additional Functionality - Talent Assessment** - Mobility - Messaging - Payment - Integrations - Video Interview - Simulation - Third-Party Integrations - Two-Way Audio & Video **Platform** - Customization - Integration APIs - Internationalization - User, Role, and Access Management - Dashboards - Activity Dashboard - Mobile Access - Activity Dashboard - Training Management - Goal Management - Feedback Management - Action Management - Mobile Access - Activity Dashboard - Benefits Dashboard - Activity Dashboard - Feedback Management - Performance Management - Recruitment Management - Compliance Management - Training Management - Calendar Management - Employee Management - Orientation Workflow Management - Task Management - HR Management - Help Desk Management - Mobile Access - Payroll Management - Document Management - Job Description Management - Social Media Integration - Mobile Access - Activity Dashboard - Third-Party Integrations - Assessment Management - Social Media Integration - Activity Dashboard - Mobile Access - Third-Party Integration - Initiative Management - Workflow Management - Community Management - Employee Referral Management - Candidate Management - Workflow Management - Communication Management - Advertising Management - Application Management - Email Management - Job Management - Discount Management - Pipeline Management - File Management - Job Management - Data Storage Management - Compensation Management - Employee Management - Job Application Management - HR Management - Competency Management - Performance Management - Compliance Management - Job Description Management - Evaluation Management **Platform Basics - Talent Assessment** - Analytics - Interoperability - Automation **AI Capabilities - Talent Assessment** - AI Personalization - AI Predictive Insights - AI Scoring - Assessment Generation - AI Bias Detection - Generative AI **** - Customizable Reports - Drag & Drop - Single Sign On - Email Distribution - Live Results Sharing - Surveys & Feedback - Feedback Management - AI Copilot - Test/Quiz Creation - Progress Reports - Content Sharing - Multi-User Collaboration - 360 Degree Feedback - Performance Metrics - Certification & Licensing - Email Reminders - Payment Processing - Recruitment Management - Skill Testing - Activity Tracking - Text to Speech - Pre-Employment Testing - Skills Tracking - API - Proctoring - Customizable Branding - Customizable Templates - Secure Data Storage - Assessment Management - Progress Tracking - Version Control - Pulse Surveys - Summary Reports - Template Management - Data Import/Export - Customizable Tests - Training Management - Candidate Management - Real-Time Reporting - Interview Scheduling - Templates - Candidate Comparison - Applicant Tracking - Talent Acquisition - Job Application Management - Job Management - Video Support - Online Tests - Workflow Management - Automatic Grading - Multi-Language - Onboarding - Individual Development Plans - Career Development - Approval Process Control - Reminders - Employee Profiles - Employee Engagement - Learning & Development ## Top Total CSR Alternatives - [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) - 4.5/5.0 (2,537 reviews) - [TestGorilla](https://www.g2.com/products/testgorilla/reviews) - 4.5/5.0 (1,357 reviews) - [CodeSignal](https://www.g2.com/products/codesignal/reviews) - 4.5/5.0 (1,353 reviews)