CSR Professional
Insurance, sales, compliance, and representing the shop
$299.00
Level 2 builds on the foundation by equipping CSRs with professional skills that directly impact shop profitability and customer trust. This stage covers handling insurance claims, communicating deductibles, working with TPAs, and avoiding steering pitfalls. It also trains CSRs to confidently upsell additional services, cross-sell safety products, and represent their shop with integrity and professionalism. Graduates of this level are prepared to manage complex interactions while supporting both the customer and the business.
- Instructor:Gary Hart
- Duration:8–10 Hours Total
- Language:English
- Required Level:CSR Foundations
- Insurance & Claims Processing
- Insurance coverage basics, cash vs. insurance, TPAs, documenting claims, deductible communication, avoiding steering traps
- Sales & Upselling Techniques
- Converting calls into jobs, selling repairs over replacements, upselling wipers/calibration, customer loyalty strategies
- Compliance, Ethics & Shop Representation
- Ethics, data privacy, compliance with insurance regulations, professional shop image
- Insurance and claims handling
- Sales and upselling strategies
- Compliance with regulations and ethical standards
- Strengthened shop reputation through professional service
Outcome: CSR can process insurance claims, handle deductibles, upsell services, and follow compliance/ethical guidelines.