Successful Starts for CSRs | The Institutes

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Successful Starts for CSRs

ACSR adSuccessful Starts for CSRs

ONB 201

Meet your agency's onboarding needs by helping new customer service representatives (CSRs):

  • Build a foundation of basic insurance principles
  • Increase their confidence in their new role
  • Gain key communication and professional skills for starting a successful career


  • Demystifying the insurance marketplace
  • Increasing your insurance IQ
  • Understanding the importance of risk management to your customers
  • Explaining why insurance is a good financial decision
  • Marketing and delivering the insurance product
  • Following the journey from prospect to customer
  • Providing quality customer service

Course Level


Suggested Self-Study Time

2-3 hours

Study Options

Self-study online

Self Study Online

Recommended For

  • New CSRs at agencies, brokerages and managing general agencies (MGAs) that have no prior insurance background
  • New producers with no prior insurance background



Is this course for you or a team member? Successful Starts for CSRs


Purchase the course and create an Institutes account to access it.

Looking to purchase this course for your team? Contact Us

(800) 644-2101 (Ask for Sales)

Interested in corporate multi-user information, volume discounts or learning management system (LMS) compatibility? Email The Institutes' Sales Department or call (800) 644-2101 and ask for Sales.