The CSR Sales Master Class

2024 CSR Sales 
Master Class

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

With Sales Coach Sheldon Snodgrass

Founder of The Steady Sales Group, Author, Speaker

Steady Sales Group logo

What's in it for me?

This on-demand course, supplemented with live coaching and accountability support calls, 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:

  1. Full, lifetime access to the Insurance CSR Sales Master Class created by nationally-known sales coach, J. Sheldon Snodgrass (Value $400).
  2. Printed version of the companion book directly from the publisher here at 20% off. Use code: “20sheldonspecial” (Value $39).
  3. 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).
  4. 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.

    Schedule/Time Commitment

    Each module takes only 25 minutes to watch! Your time is valuable, so we pack as much into these lessons as possible.

    This is an on-demand course that participants can consume anytime they wish, the real value of this special Big I Michigan program is in working with course creator, J. Sheldon Snodgrass, at approximately the same pace.

    We will officially kick off the course on September 19, 2023 from 9:00-10:00 a.m., and meet every two weeks for "coach the coach" sessions with Sheldon. Session filed for Michigan CE credit. (Unable to make every sessions? Not a problem! They will all be recorded and sent out to you.)

    Money Back Guarantee!

    This Master Class will deliver you a 2x ROI in just twelve weeks, or it's FREE.

    Enjoy interactive, video tutorials delivered by a master coach with humor, compassion, and fire! 

    A self-paced, on-demand, digital master class with job-specific sales coaching.

    About Sheldon Snodgrass

    Important Dates

    Zoom sessions run Tuesdays in the morning from 9:00 - 10:00 AM.

    September 11, 2024
    Zoom Kick off for CSRs and agency leadership (coaches) - counts as Coach the Coach meeting #1

    September 26, 2024
    Zoom Module 1 recap session & Module 2 start

    October 10, 2024
    Zoom Module 2 recap session & Module 3 start
    Zoom Coach the Coach meeting #2 (agency leadership only)  10:00 AM right after CSR session.

    October 24, 2024
    Zoom Module 3 recap session & Module 4 start

    November 7, 2024
    Zoom Module 4 recap session & Module 5 start
    Coach the Coach #3 meeting immediately follows this week's participant session

    November 21, 2024
    Zoom Module 5 recap session & Module 6 start Graduation and Celebration


    I can't say enough good things about Sheldon's master class. In a short time I have already seen my staff's number increase. It is exciting to see people who have never made their goals now be excited to ask for opportunities, meet their goals, and see their numbers go up. This class gave us the drive and energy we needed. to kickstart 2023 and the tools to help us be successful. Sheldon's approach is engaging and motivating. I would highly recommend!

    — Sara D., Agency Principal

    Been coaching with Sheldon for sometime through the business I am a part of. Sheldon's perspective, attitude, and ability to provide a different (eye-opening perspective) is unmatched. He helps me hone in on what actions would help achieve my long term goals (whether that be a new system or a past initiative). Grateful for the continued partnership and coaching perspective he gives. You will not be sorry for speaking with him!

    — Gabriel DeSouza