Total CSR

Lake Forest, United States Founded: 2018 • Age: 8 yrs
Provides hiring, training, and assessment tools for insurance agencies worldwide.

About Total CSR

Total CSR is an Education company based in Lake Forest (United States) founded in 2018 by Jordan Goodman and Trenton Berry. It provides hiring, training, and assessment tools for insurance agencies worldwide. It operates on a B2B and SaaS model in Education and Financial Services sectors. Its website totalcsr.com draws about 681 thousand monthly visits. Total CSR offers products and services including Training Solution, Hiring Solution, Skills Assessment Solution, and Ask Ellie AI. Its focus areas include Professional Services, Education Tech, Staff Development and Onboarding Programs. Its legal entity is Total CSR, Inc. Its competitors include Investview, Nearpeer, WealthyLife, FundSeeder and Proformative and 5 more; 4 of its 10 listed competitors have raised funding.

Company details

Total CSR is a platform designed to assist insurance agencies with structured onboarding, hiring assessments, and ongoing training programs. It uses tools like AI chatbots and interactive exercises to reduce training time and improve efficiency. Based in Ladera Ranch, California, it serves over 2,000 agencies by modernizing processes and supporting staff development through subscription-based solutions.

  • Headquarters Lake Forest, United States
  • Founders Jordan Goodman, Trenton Berry
  • Sectors
    Education
    Financial Services
  • Website category Finance · Insurance
  • Website totalcsr.com
  • Social LinkedIn X Facebook Instagram YouTube
  • Legal Name Total Csr, Inc.

Products & Services of Total CSR

Total CSR offers a comprehensive portfolio of products and services, including Training Solution, Hiring Solution, Skills Assessment Solution, and Ask Ellie AI.

Training Solution
Education Platform

Platform for structured training of insurance agency staff

Hiring Solution
Recruitment Tool

Tools for smarter hiring and assessment in agencies

Skills Assessment Solution
Evaluation Software

System to assess employee skills and knowledge

Ask Ellie AI
Chatbot Service

AI chatbot for insurance-related queries and support

Apps and channels of Total CSR

its YouTube channel Total CSR has 1.36K subscribers and 30 videos.

Total CSR
YouTube 1.36K subscribers 30 videos Education
Open channel

Videos from Total CSR

The most watched videos on Total CSR's YouTube channel, Total CSR (1.36K subscribers). Click a video to play it here.

Total CSR Case Study - From Food Service to Insurance in Less Than 30 Days!
101.4K views
Why Your Agency Needs Total CSR!
12.2K views
Kaylee Chappelow - Jumping Into Her Insurance Career With Both Feet
305 views
Sharon Fox: Believing the Sky is Always the Limit
236 views

More on Total CSR.

People of Total CSR

2 people are tracked at Total CSR (2 in leadership).

NameRoleGroup
Jordan Goodman
Co-FounderLeadership
Trenton Berry
Co-FounderLeadership
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Complete people profiles for Total CSR

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
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Competitors of Total CSR

Total CSR has 10 listed competitors in our database, 4 of them funded. They include Investview, Nearpeer, WealthyLife, FundSeeder and Proformative, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
investview.com2005Red Bank, United States$1.65M33
Online financial management training and resources are provided.
nearpeer.com2015Portland, United States$2.54M–
Student engagement solutions are delivered via an online platform.
getwealthylife.com2012–$224,999–
Financial literacy is delivered via Edtech games and adaptive testing.
fundseeder.com2014Boca Raton, United States––
Educational content and research platform for traders are provided.
proformative.com2009San Jose, United States$1.53M10
Online platform for professional development of finance professionals.
efficientlearning.com2001Sedona, United States––
Certification preparation courses for Accounting, Finance and Business Leadership
stcusa.com1969New York, United States–115
Mobile application for securities certification preparation is offered.
dalton-education.com2005Suwanee, United States–24
Online financial services education is provided through various training formats.
surgentcpe.com1985Philadelphia, United States–126
Online courses for certified public accountants
legacyeducationalliance.com1996Cape Coral, United States–17
Training platform for providing financial education.
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Detailed competitors of Total CSR

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

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Web traffic of Total CSR

The website of Total CSR (totalcsr.com) receives about 680.7K visits a month and ranks #1,292,940 among all websites worldwide, #4,997 in Insurance.

  • Monthly visits
    680.7K

    ▼ 6.7% vs previous month

  • Unique visitors
    6.2K

    per month

  • Global rank
    #1,292,940

    among all websites

  • Category rank
    #4,997

    Finance · Insurance

Similar websites

Websites whose visitors overlap most with Total CSR. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
falconebiz.com
100%
959.8K#63,970View details
tofler.in
97%
556K#105,509View details
zaubacorp.com
96%
4.9M#12,689View details
tracxn.com
92%
2.9M#16,597View details
indiafilings.com
90%
2.1M#29,959View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 40 similar websites and full traffic analytics for Total CSR

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 40 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Top companies in Corporate & Professional Learning Platforms

10 companies that operate in the same segment as Total CSR (Corporate & Professional Learning Platforms), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Developer of a platform providing gamified language learning through interactive exercises
2011Pittsburgh, Pennsylvania, United StatesUSD 183.3 MUSD 748.02 M900
Professional certification training courses are provided via an online platform.
2015Mumbai, Maharashtra, IndiaUSD 371.77 MUSD 143.62 M6,673
Cloud-based LMS platform for IT industry
2004Farmington, Utah, United StatesUSD 235.41 MUSD 4.95 M1,774
Professional certification programs are delivered through a mobile platform.
2010San Francisco, California, United StatesUSD 80.82 MUSD 84.24 M1,661
An online platform for multi-course education is operated.
2012Mountain View, California, United StatesUSD 443.17 MUSD 757.5 M6,667
Online courses in creative fields are delivered by celebrity experts.
2012San Francisco, California, United StatesUSD 461.4 M–809
Executive education programs from global universities are offered to professionals.
2010Singapore, Singapore, SingaporeUSD 742.17 M–123
Vernacular-based hyperlocal platform for online programming mentoring is developed.
2014Chennai, Tamil Nadu, IndiaUSD 3.9 MUSD 4.13 M496
Mobile and cloud-based resources for medical exams are delivered.
2012Berlin, Berlin, GermanyUSD 291.94 M––
One-to-one online English tutoring is provided by 51Talk.
2011Beijing, ChinaUSD 89 MUSD 95.85 M539
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Frequently Asked Questions about Total CSR

Total CSR was founded in 2018.

Total CSR is headquartered in Lake Forest, United States. It is registered at Lake Forest, California, United States.

Total CSR is a platform designed to assist insurance agencies with structured onboarding, hiring assessments, and ongoing training programs. It uses tools like AI chatbots and interactive exercises to reduce training time and improve efficiency. Based in Ladera Ranch, California, it serves over 2,000 agencies by modernizing processes and supporting staff development through subscription-based solutions.

Total CSR's top competitors include Investview, Surgent CPE and FundSeeder.

Total CSR offers Training Solution, Hiring Solution, Skills Assessment Solution, and Ask Ellie AI.

Total CSR operates through Total Csr, Inc..

The website of Total CSR receives about 681 thousand visits a month and ranks #1,292,940 among all websites worldwide.

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