[Webinar] Total CSR + RiskAdvisor

In this webinar, RiskAdvisor and Total CSR discuss why quote and data intake often fails in insurance agencies due to a lack of structure, reliance on “tribal knowledge,” and inconsistent training. They explain how hidden dependencies on a few rockstar employees create risk when those people are unavailable, especially in commercial lines where underwriting requirements are complex. The speakers argue agencies don’t need better people as much as better, repeatable processes, including trainable, conversational intake that standardizes questions, captures structured data, and supports renewals and remarketing. Total CSR’s role in assessing coverage knowledge gaps and assigning targeted training is highlighted, along with RiskAdvisor’s intake workflow, eligibility guidance, and integrations to reduce rekeying and double entry. A Q&A covers CRM integration, renewals, and reducing sales-versus-service friction.

00:00 Welcome and Goals
02:02 Meet the Hosts
04:57 Tribal Knowledge Risk
07:59 Why Intake Breaks
09:12 Remote Training Challenges
10:59 Hire for Personality
14:42 Assessments and Consistency
19:02 Trainable Intake Framework
23:42 Results and Faster Ramp
25:15 Wrap Up and Resources
26:34 Audience Q&A Demo Prep
30:14 Final Thanks and Close