The Insurance CSR Sales Master Class Handbook Get skills and energy to serve better and sell more

This Master Class Handbook teaches Insurance CSRs the skills to boost sales results and feel great about selling more while they serve better.

CSRs learn how to cross-sell and up-sell, account round, handle objections, generate more referrals and close new business with greater comfort, confidence, and consistency.

Revenue from organic growth, retention, and policies in force rises alongside a service and sales culture that turns staff into catalysts for improved outcomes in their professional lives.

This Master Class Handbook comprises six, field tested and validated growth lessons that are fun and focused, and includes self-directed worksheets and exercises for practice. The lessons in this handbook are: The Big Five CSR Sales Skills, the Four Habits of Mind, and the Three Hooks that Bind Action to Intention.

Active participants will…
- Gain a new level of confidence, comfort and success in how they sell while they serve their customers.
- Recognize and erode any limiting beliefs they have about their sales ability, their customer's willingness to buy, and their own capacity to achieve personal and professional goals.
- Experience more joy because as revenue grows through their implementation of the lessons, so too will their personal successes outside the office.

"Sheldon has spent thousands of hours coaching soldiers, skiers, white water rafters, and athletes of all ages. He's also coached hundreds of insurance agencies and thousands of CSR's 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 perfect recipe to help service teams sell more while they serve better.