Insurance CSR Sales Master Class

This course delivers a 2x ROI in twelve weeks or it’s free.

Ignite your sales confidence, comfort, and success with the Insurance CSR Sales Master Class hosted by master sales coach J. Sheldon Snodgrass. This is a self-paced, on-demand, digital course that uses interactive video tutorials delivered with humor, compassion, and fire.

Throughout the course, participants will learn to cross-sell and up-sell, account round, handle objections, generate more referrals, and close new business with greater comfort, confidence, and consistency.

Program Detail

The Insurance CSR Sales Master Class helps service staff serve better and sell more. The Master Class contains six modules that turn staff into catalysts that boost the lifetime customer value to the agency.

The Master Class Six Modules (watch free previews):

Module 1: Increase Your Service Task to Sales Ask Effectiveness

Module 2: Improve Your Outbound Call Effectiveness

Module 3: Boost Your Inbound, New Business Closing Rate

Module 4: Handle Objections with Ease and Trial Close without Sounding Pushy

Module 5: Generate More High-Quality Referrals

Module 6: Achieve Long Lasting Success in Areas of Your Life

This course is pending for CE in Texas.

PIA members receive a 25% discount on the Insurance CSR Sales Master Class through the Member Discounts page.
The Master Class is regularly $400, but as a PIA member, you get your license for a $100 discount for each CSR to gain skills that will yield ten times that with just one application of one skill that can be immediately applied. And you will have access to the course forever.

Purchase the Insurance CSR Sales Master Class (Non-members)

Book-only purchase
PIA members can also receive 20% off the purchase of the Insurance CSR Sales Master Class Handbook. Please view the Member Discounts page for the discount code. Book purchase is not necessary to take the course.

Purchase the Insurance CSR Sales Master Class Handbook

Continue below to learn about your PIA member-only money-back guarantee.

This course promises a 2x ROI in twelve weeks.

Your money will be refunded if this course doesn't produce results for you within twelve weeks. But this guarantee is conditional upon three agreements.

I promise that...	I promise that...	I promise that...
I completed every module as prescribed, including the worksheets which I integrated with my customer conversations.	I repeatedly practiced the lessons from each module, especially modules 1-4, during my daily customer interactions.	I completed this course with an accountability partner (co-worker or leader) who helped me practice, kept me on target, and provided feedback along the way.

About Sheldon
Sheldon Snodgrass has coached hundreds of agencies and national brokerages, and thousands of CSRs in collaboration with dozens of national and regional carriers, state associations, and industry partners. His masterful blend of behavioral science book-smarts with industry-specific street–smarts provides the recipe to help service teams sell more while they serve better.