CSR Sales Habit Builder | CSR Sales Skills Intensive

sales training programs for insurance agencies

For Customer Service Representatives, Account Managers and their leaders my intensive, research-based sales coaching will:

  • Improve sales performance.
  • Build stronger, longer-lasting client relationships that increase revenue.
  • Habituate sales behavior.
  • Arm your team with the processes, tools, and skills they need to maximize sales performance.

Plus you get a 100% happiness guarantee. If after the initial session of either program, you don’t believe the program will deliver on its promised results, you get a full refund – but can keep all program materials.


Tackle the single biggest obstacle to improving CSR sales outcomes: habituating strong sales behaviors.

  • Tackle the single biggest obstacle to improving CSR sales outcomes: habituating strong sales behaviors.
  • The Sales Skills Habit Builder is delivered over the course of 1-hour, monthly group coaching sessions (via live, web-video) so you get greater sticking power than more typical one-day programs.
  • Each session ends with an action plan to help team members keep other accountable.
  • Afterwards, you get ongoing coach-the-coach implementation support.

Find out more about the CSR  HABIT BUILDER!

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This workshop will help you protect your existing book of business, while tapping the vast resources of profit that lay hidden just beneath your current marketing efforts and existing customers.

  • Discover the most crucial element in sales effectiveness.
  • Replace fears with a deep understanding of the unique opportunities for independent agencies.
  • Your service and management team become active participants in a focused and enjoyable training experience.
  • This program is built upon the three critical ingredients for long-lasting behavior change.

Find out more about the CSR SALES INTENSIVE!

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I’m happy I participated in your program with my staff.  We all grew more comfortable with the discomfort of selling which increased our confidence in both new business sales and cross selling.  As a result, we implemented improvements in how we communicate with our clients using multiple forms of direct communication. We launched a cross selling campaign that ties what we learned from the program to our goals as an agency.   Your program was well worth the financial and time investment.

Philip Weise, President, Cal Branch Insurance

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We highly recommend Sheldon and his Steady Sales Program. Our team was struggling with making the ask for up sells & cross sells. After only a few short months we found our team using Sheldon’s strategies and by 6 months our ask rate doubled. Results and attitudes following closely behind!!! Sheldon came with a wealth of knowledge, an interest in understanding our needs, and worked with our team to make this program a success. Thank you Sheldon.

Shelley MacRae, CIP, Personal Lines Manager, Cooke Insurance Group

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Sheldon’s knowledge and passion for sales is infectious.  He shared many great idea’s, not the least of which was a fun sales contest that allowed me to reward the staff while interacting with our clients. His lesson on transitioning from service task to sales ask was also a major winner with my team and we all embraced it. Rewrites have slowed, which was a major goal of mine, and all of us are now asking questions regarding how and why we do certain things in the agency. I thank him for that.

Sean D. Cornelius, President, Weed Ross Agency

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