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CSR Summit

Registration is open! CLICK HERE to reserve your spot (only 24 available)!

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We're thrilled to announce the return of a powerful revenue and retention opportunity with nationally known author and insurance agency coach, J. Sheldon Snodgrass.


Limited to the first twenty-four registrants, The CSR Sales and Service Summit is an educational and inspirational day of skill building and action planning designed to boost key outcomes across the BIG-5 sales skills. Participants earn four CEs (KY only) and leave with insight and motivation to be catalysts for agency growth. 


Adopted by other BIG I states nationwide, The CSR Sales and Service Summit draws from The Insurance CSR Sales Master Class which teaches 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 than ever before. 


Participants are met where they are, fired up to apply new skills, and supported with live, group-coaching and accountability support via three monthly webinars.


Participation is capped at twenty-four. First come first served. Learn more and reserve your spot today! REGISTER


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Mary Pat Hartmann

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