2023 CSR Sales Masterclass a TQA program

Starts:  Sep 19, 2023 09:00 AM (ET)
Ends:  Nov 28, 2023 10:00 AM (ET)

The CSR Sales Master Class a TQA program

Ignite your sales confidence, comfort, and success as you become a catalyst for agency growth and client retention.

This on-demand course, supplemented with live coaching and accountability support calls (with your agency principal), teaches Insurance CSRs …

  • How to...
    Cross-sell and up-sell, account round, handle objections, generate more referrals and close new business with greater comfort, confidence, and consistency.
  • So that...
    A service and sales culture rises along with revenue from organic growth, retention and policies in force.
  • And thereby...
    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.

Program includes:

  • Full, lifetime access to the Insurance CSR Sales Master Class created by nationally-known sales coach, J. Sheldon Snodgrass (Value $400).
  • Printed version of the companion book directly from the publisher here at 20% off. Use code: “20sheldonspecial” (Value $39).
  • Monthly "Coach the Coach" calls with course creator and Master Sales Coach, J. Sheldon Snodgrass designed for agency leaders to assure lesson stickiness (Value $600).
  • Additional monthly “open-office hours” for drop-in support (Value $600).

Members Receive 85% Off!
Public pricing for this package is $2,800. But as a Big I Michigan member, you get 85% off for every member on your team. That's only $400 each for each CSR to gain skills that will yield 2x that amount with just one application of one skill that can be immediately applied. And you will have access to the course forever.

2023 Schedule

  • September 19: Zoom Kick off for CSRs and agency principals (counts as 1st coach the coach call)
  • October 3:  Zoom#2 recap module 1, start module 2
  • October 10:  Coach the coach # 2
  • October 17:  Zoom#3 recap module 2, start module 3
  • October 31:  Zoom#4 recap module 3, start module 4
  • November 14:  Zoom#5 recap module 4, start module5(Also November 14:  immediately after participant call is Coach the Coach #3)
  • November 28:  Zoom#6 recap module 5, start module 6 Graduation and celebration


1141 Centennial Way
Lansing, MI 48917-9280