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CSR Master Class

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CSR Master Class

Wednesday, April 5, 2023 (2:00 PM - 3:00 PM) (EDT)


Are You Ready to Ignite Your Sales Confidence? 

Most account managers/CSR's will tell you "I don't sell", but they ALWAYS want to protect their clients. This innovative, virtual, and FUN series will teach CSR's how to cross-sell and up-sell, round accounts, handle objections, generate more referrals and close new business with greater comfort, confidence and consistency. As an additional benefit, it will help protect your agency from E&O claims arising out of insufficient limits and coverage gaps. 

The CSR Master Class was created and is taught by nationally-known sales coach, J. Sheldon Snodgrass. The live coaching sessions and interactive video lessons create a unique learning experience for each participant. The CSR Master Class also comes with a guarantee: The CSR Master Class will deliver your agency 2 times the ROI in just 12 weeks - or we will refund your fee. 


(Once you register two people from your office, email Martha Reid at for a Promo code to register your third person for FREE!)

There are six modules and six live, virtual coaching sessions. If you miss one of the live webinars, don't worry, they are all recorded and you can watch them later.

Ignite your confidence, comfort and success as you become a catalyst for agency growth and client retention. Contribute to a service and sales culture that rises along with revenue from organic growth, retention and policies in force. Turn staff into catalysts that boost both the lifetime customer value to the agency, and their own ability to improve outcomes in their personal lives.

Live, virtual Coaching Sessions: (Time for each is 2pm - 3pm)

April 5
April 19
May 3
May 31
June 14
June 28


$400 members
$475 non-members

*Register two, get a third for FREE.

Event Contact
Martha Reid
(803) 760-1219
Send Email
Wednesday, April 5, 2023 (2:00 PM - 3:00 PM) (EDT)
Professional Development
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