Leading CSR eLearning Platform Now Includes Appulate Module
Westlake Village, CA – June 19, 2018 Appulate, “Where Agents, MGAs & Carriers Do Business Digitally™ is excited to announce that its agent training module is now part of the Total CSR eLearning platform.
Total CSR is the leading eLearning platform specifically designed to help train new CSR / Account Managers being hired within the property & casualty sector of the insurance industry. The platform includes a variety of best practice modules that train a new CSR to perform all of the tasks required to be successful in their specific role.
Total CSR now includes a module for Appulate designed to help train new CSR / Account Managers on how to use Appulate to manage the submission and quoting process for new and renewal business.
“We have carefully selected the industry best practices to include in Total CSR”,” said Justin Goodman, President at Total CSR “Using Appulate has become a best practice by the leading retail agencies in the U.S. and we are excited to be able to offer training for this valuable solution as part of our platform,” comments Goodman.
The Appulate training module is focused on teaching a CSR how to bridge ACORD and other data from their retail agency management so that risks can be digitally submitted to insurance carriers. The result will help to save agencies valuable data entry time and costs.
“Training a new CSR is non-trivial,” suggests Jeffrey Harris, President at Appulate, Inc. “Total CSR is a game changer for agencies looking to cultivate their own talent and we are thrilled that Appulate is part of this,” explained Harris
Appulate training is included at no additional charge in Total CSR.
About Appulate, Inc.
The digital age is rapidly changing the way agents quote business with their carriers. Long gone is the fax machine – replaced by mobility and algorithms. Today, agents (and the insureds they represent) demand instant gratification. If business can’t be conducted quickly, customers go elsewhere.
Appulate powers the digital transformation of insurance by bringing together the insured, agent, wholesale broker, MGA and carrier on a single “point of sale” platform designed to expedite the rate, quote and even bind process for property and casualty risks.
Carriers and MGAs use Appulate to not only digitize their products and programs, but further expose them to the more than 30,000 agencies using Appulate today.
Appulate is where Agents, MGAs & Carriers do business digitally!
Visit Appulate at www.Appulate.com.
About Total CSR, Inc.
Based in Irvine, California, Total CSR, Inc. was founded by multi-generational insurance agency owners in search of a streamlined onboarding solution.
Visit Total CSR at http://www.totalcsr.com
2801 Townsgate Road, Suite 210
Westlake Village, CA 91361