Insurance CSR Sales Master Class

Program Summary

This course delivers a 2x ROI in twelve weeks or it’s free.

Ignite your sales confidence, comfort, and success with the Insurance CSR Sales Master Class hosted by master sales coach J. Sheldon Snodgrass. This is a self-paced, on-demand, digital course that uses interactive video tutorials delivered with humor, compassion, and fire.

Throughout the course, participants will learn to cross-sell and up-sell, account round, handle objections, generate more referrals, and close new business with greater comfort, confidence, and consistency.

Click the Program Detail tab above to learn about your PIA member-only money-back guarantee.

This course is eligible for (4) CE hours in Ohio. Other states pending.

Program Detail

The Insurance CSR Sales Master Class helps service staff serve better and sell more. The Master Class contains six modules that turn staff into catalysts that boost the lifetime customer value to the agency.

The Master Class Six Modules (watch free previews):

This course promises a 2x ROI in twelve weeks.

Your money will be refunded if this course doesn't produce results for you within twelve weeks. But this guarantee is conditional upon three agreements.

I promise that...

I completed every module as prescribed, including the worksheets which I integrated with my customer conversations.

I promise that...

I repeatedly practiced the lessons from each module, especially modules 1-4, during my daily customer interactions.

I promise that...

I completed this course with an accountability partner (co-worker or leader) who helped me practice, kept me on target, and provided feedback along the way.


PIA members receive a 25% discount on the Insurance CSR Sales Master Class.

The Master Class is regularly $400, but as a PIA member, you get your license for a $100 discount for each CSR to gain skills that will yield ten times that with just one application of one skill that can be immediately applied. And you will have access to the course forever.


Book-only purchase: PIA members can also receive 20% off the purchase of the Insurance CSR Sales Master Class Handbook. Please view the Program Access tab for the discount codeBook purchase is not necessary to take the course.

About Sheldon:

Sheldon Snodgrass has coached hundreds of agencies and national brokerages, and thousands of CSRs 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 recipe to help service teams sell more while they serve better.

Program Access

In order to access the Insurance CSR Sales Master Class, or receive a discount on the book, you must be a PIA member.

PIA members: Log in above to view how to access the free CSR coaching hours and/or the Insurance CSR Sales Master Class.

Not a PIA member? To access the Insurance CSR Sales Master Class, you will need to become a PIA member. Learn more about PIA membership and join today!

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