Next Biz Thing: Unveiling Tomorrow's Business

Next Biz Thing #385 totalcsr.com

July 25, 2026·10 min
Episode Description from the Publisher

Total CSR https://totalcsr.com/This episode of The Next Biz Thing spotlights Total CSR, the insurance agency training platform built on the H.A.T.S. system of Hire, Assess, Train, and Support. Markus explores how Total CSR helps insurance agencies solve one of the industry's toughest challenges: attracting and developing younger talent while cutting onboarding time by up to ninety five percent and saving thousands per hire. The conversation covers the platform's compliance tool LicenseTRAQ, its AI assistant Ask Ellie, and why more than two thousand agencies, including major firms like Brown and Brown and HUB International, trust the platform with their teams. Tune in to hear why this company is reshaping how insurance agencies hire and train the next generation of professionals.Here is a number that should stop every insurance agency owner in their tracks: only about four percent of Millennials and Gen Z say they would ever consider a career in insurance. Four percent. And yet this is an industry that is staring down a massive wave of retirements, with experienced agents aging out faster than new ones are coming in. So what happens when an entire profession has a talent pipeline problem this severe? Someone has to build the bridge between the industry that needs people and the generation that has not yet been convinced to walk through the door. That is exactly what today's business has set out to do, and I am genuinely excited to tell you about it.Welcome back to The Next Biz Thing. I am Markus J. Diplama, and this show exists for one reason: to shine a light on the builders, the problem solvers, and the innovators who are quietly reshaping their industries, often without the recognition they deserve. Today we are heading into the world of insurance, specifically into the unglamorous but absolutely essential world of hiring and training, and we are spotlighting a company called Total CSR.Total CSR bills itself as the number one insurance agency training platform, and after digging into what they have built, it is easy to see why that claim holds up. This is a company built by agency owners, for agency owners, which matters enormously in an industry where so many training solutions come from people who have never actually run an agency day to day. Total CSR understands the real problem from the inside: insurance agencies are bleeding time and money trying to onboard new hires, and traditional training methods just were not built for how a modern, younger workforce actually learns.So let's get into what they actually offer, because this is where it gets interesting. Total CSR's core offering is a platform they call H.A.T.S., which stands for Hire, Assess, Train, and Support. Think of it as an entire employee lifecycle system built specifically for insurance agencies, rather than a single course or a one-off workshop. On the hiring side, it helps agencies streamline recruitment so they are not just posting a job listing on a generic board and hoping the right person happens to apply. Then there is assessment, which gives agencies real tools to understand where an employee's skills actually stand, rather than guessing based on a resume or a gut feeling in an interview. The training component is the heart of the platform: structured, curriculum-based education that walks new hires through every line of insurance business in a way that actually makes sense, combining real-world scenarios with the technical coverage knowledge the job demands. Instead of handing a new hire a binder and wishing them luck, agencies using Total CSR can put them through a guided, sequenced learning path that mirrors how people actually retain information. And finally, support, which is about retention, because hiring someone is only half the battle. Keeping them, developing them, and helping them grow into confident insurance professionals is the other half, and it is the half a lot of companies neglect once the initial onboarding is done.What makes this four-part structure so smart is that it treats hiring and training as one continuous system instead of four separate problems handled by four different tools or vendors. An agency owner does not have to stitch together a recruiting service, a separate training vendor, a compliance tracker, and some kind of informal mentorship program. It is one connected pipeline, which means less friction, fewer dropped handoffs, and a much clearer picture of how a new hire is actually progressing at any given moment.Beyond H.A.T.S., Total CSR has built out a broader ecosystem to support agencies. There is LicenseTRAQ, a compliance software solution that helps agencies manage the notoriously complicated world of insurance licensing, so nothing falls through the cracks when it comes to renewals, state requirements, or tracking who is licensed for what. Anyone who has worked in insurance knows how easily licensing co

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