SUCCESS STORIES

REAL People | REAL Results

sales training programs for insurance agencies

These are REAL SUCCESSES that my customers have seen. Scroll down to read more of the results my clients have experienced after working with me on their sales and marketing efforts.

“He definitely got us out of our comfort zone…and it’s great on the other side! Our multi-line results are proof of his sales effectiveness. Our multi-lines increased 50% over previous years.

Diane T. Keil-Hipp, COO, Knight Insurance

“Our team was struggling with up sells & cross sells.  Using Sheldon’s strategies our ask rate doubled.  Results and attitudes following closely behind!”

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

 “His witty and engaging approach to breaking down the barriers that hold our service team back from reaching their full potential, and his simple but effective toolkit showed measurable results.

Jeff Saunders, Area President – Private Client and Personal Lines, Arthur J Gallagher

“He delivers high-energy and very engaging live presentation. In my 18 years at the agency, I have never had a program more well-received than this one. The reviews and results from our staff have been fantastic.”

Mark E. Donaldson, Chief Operating Officer, Dimond Brothers. Insurance

Real Agencies. Real Carriers. Real Results

We engaged Sheldon to help our service team upsell to existing clients. His initial on-site presentation got to the heart of the matter--why service people don’t like to sell--and then he quickly gave solutions that took away those barriers. In the months that followed, he continued to challenge our team, taught us how to build new habits, and provided simple, yet extremely effective word tracks for overcoming the typical pitfalls in client conversations. He definitely got us out of our comfort zone…and it’s great on the other side! Our multi-line results are proof of his sales effectiveness. Our multi-lines increased 50% over previous years.  I would recommend Sheldon to any agency that wants to step up its game.

Diane T. Keil-Hipp, COO, Knight 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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One of our carriers highly recommended Sheldon’s services. Our agency was struggling with acquiring and developing personal lines clients, so we thought, “Why not give this a try?!” After reaching out to Sheldon initially, we ended up having a few conversations with him so that he could get a feel for the “sales culture” within our offices. He took his time in assessing our situation so that he could customize his presentation to meet our specific needs. His program consisted of a high-energy and very engaging live presentation at our office. We required all of our personal lines people to attend. In my 18 years at the agency, I have never had a program more well-received than this one. Sheldon then set out on a follow-up program to re-emphasize the points he’d made in the large presentation, as well as introduce new ideas to our staff. The reviews from our staff have been fantastic. The comments I hear regularly are: “Sheldon’s energy and enthusiasm are contagious.” “Sheldon understands our position within the agency and coaches to our strengths, while at the same time minimizing our weaknesses.” "Sheldon brings fresh ideas to the follow-up calls. It really helps me think about things differently."

Mark E. Donaldson, Chief Operating Officer, Dimond Brothers. Insurance

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Sheldon Snodgrass worked alongside our senior management team and myself for several months to help us affect a cultural and results-driven transformation of our personal lines agency.  One challenge was to help our client service organization fully embrace the “sales” aspect of their jobs, specifically to help retain and grow our existing client base through cross-selling, up-selling, and referrals.   Sheldon’s witty and engaging approach to breaking down the barriers that hold our service team back from reaching their full potential, and the simple but effective toolkit he has trained them to utilize showed measurable results.  Our transformation will be a long journey, but it is making great progress thanks in part to Sheldon’s on-going support.

Jeff Saunders, Area President - Private Client and Personal Lines. Arthur J Gallagher

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Our attendees loved Sheldon’s presentations.  His energy and knowledge kept them entertained while they were getting a volume of practical sales education.  Thanks much Sheldon for a job well done.

Ronald Von Haden, CIC, Executive Vice President, PIAW

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Sheldon’s teaching and methods gave our team real world tools that make a real difference. Since we began working with Sheldon we have seen a positive change in both revenue growth and remarketing saves. We highly recommend Sheldon!

Josh Flegel, Operations Director, Reagan Companies

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The Steady Sales program challenged our CSRs and agency principals to rethink old habits and develop new ones. Sheldon’s coaching can be a game changer. The combination of his lively kick off meeting with monthly follow up on-line was perfect for our far flung operation

Managing Partner at Iroquois Group

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Sheldon’s sales coaching gave my staff much more confidence  and the guidance they needed to sell and help grow our agency. Each session had great information that they could apply to everyday situations. The CSR’s are now doing much more cross-selling and upselling. This is a great program and I highly recommend it.

Anne Yessman, President, Senka Agency

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Our agency is up 7.5% already this year (Q-1). It's hard to see where those numbers come from internally by CSR but I can definitely say that my team is far more comfortable with asking than they ever have been.   They will openly admit that.  Obviously this was the goal of the program and I appreciate everything that you did.  Thanks again.

Aaron Benton, Arnold & Benton Agency (part of Genesee Valley Agency.com)

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Steady Sales is an excellent program and will help people to recognize the great opportunities that are sitting right in front of them, but get overlooked due to busy schedules and the everyday work load that eats up their time.

Bill Soprano, Personal Insurance Manager, The Partners Insurance & Financial Services Agency

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We had the pleasure of having Sheldon speak at our bi-annual meeting for Chicagoland SIA.  I was impressed with Sheldon's approach but most notably his familiarity with the insurance business and the CSR role in particular.  His presentation to the Chicagoland SIA members provided and insightful and goal oriented approach on how to make their agencies more productive and drive sales. His focus on simple yet effective techniques to comfortably transition from service to sales conversations, made it easy for even the most reluctant service professional to sell.Take a look at this brief video from the Spring 2017 meeting: https://vimeo.com/238660096 I encourage you and your team introduce yourselves to Sheldon.

Craig Concklin, President, Chicagoland SIA, LLC www.chicagolandsia.com

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The Steady Sales Group has a wealth of knowledge, and the presentation to make it all stick.  I worked with my staff for years on various different training methods to get us over the hump and reach the next level.  None of which made the impact I was expecting.  Sheldon was able to deliver and build on the lessons month after month, and made us all better individually and as a team.  We looked inwards and reflected on what made us good, and took note of what we needed to do in order to be great.  Sheldon’s approach mirrored my vision as agency principal and executed the training in a manner that resonated with my staff.  The Steady Sales Group is well worth the investment and we will continue to tap Sheldon for his expertise in the future.

Matthew C. Kurland, CRPS, President, Kurland Insurance Agency, Inc.

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