INSURANCE KEYNOTES

What is it?

For a one-hour workshop, a one day retreat, or a multi-week seminar series, count on a lively and educational experience to fit any venue and a discerning audience.

With an engaging and entertaining style I teach greenhorns and grizzled veterans with equal effectiveness and joy. Through keynotes and breakouts, I’ve taught customer service representatives how to sell, sales reps how to serve, and their leaders how keep both sides of that coin polished.

What you get:

Of course, I customize every presentation to best suit the audience’s learning objectives, and your vision. My presentations are interactive, often include worksheets, and draw from my study of best practices in sales and marketing since 1990. Sample programs include:

  • How to Craft and Deliver Your Unique Sales Proposition
  • How to launch, lead and manage a CSR centered sales Campaign
  • Prospecting, Cold Calls and Sales Oh MY!
  • How To Turn a CSR’s Service Mindset Into a Sales Generator
  • How to help CSRs Act More Like Producers without freaking them out.
  • Guerrilla Marketing Fundamentals
  • How to cross sell from your commercial line book to personal lines in a 90-day sprint
  • How To Write a Marketing Plan in 7 Sentences
  • How to Profit From Fusion Marketing Partnerships

Hiring me as a speaker or trainer is easy. We simply schedule a free, 1-hour discovery meeting to discuss the opportunity. If there is a fit between us, BAM, we make a deal. My standard day rate is $5,000 on a sliding scale for those organizations that require it, plus expenses.

I never want money to get between me and the people I can help.

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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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