SALES TOOLS

More Tools to Help You Execute Anything!

sales training programs for insurance agencies

Check out my classes & sales tools

Ignite your sales confidence, comfort and success through six, entertaining, self-paced lessons to help you cross sell and upsell, handle objections, generate referrals and close new business inquiries with greater consistency and joy.

More Tools to Help You Execute Anything!

sales training programs and tools for insurance agencies

The SteadySales Chart

This elegant tool is designed to help you connect your destiny to what you must do today. This bi-fold, 11×17 inch worksheet helps you prioritize monthly, quarterly, and yearly goals that directly support your mission, vision and destiny.

Sheldon’s knowledge and passion for sales is infectious.  He shared many great idea’s, not the least of which was a fun sales contest that allowed me to reward the staff while interacting with our clients. His lesson on transitioning from service task to sales ask was also a major winner with my team and we all embraced it. Rewrites have slowed, which was a major goal of mine, and all of us are now asking questions regarding how and why we do certain things in the agency. I thank him for that.

Sean D. Cornelius, President
Weed Ross Agency

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

I’m happy I participated in your program with my staff.  We all grew more comfortable with the discomfort of selling which increased our confidence in both new business sales and cross selling.  As a result, we implemented improvements in how we communicate with our clients using multiple forms of direct communication. We launched a cross selling campaign that ties what we learned from the program to our goals as an agency.   Your program was well worth the financial and time investment.

Philip Weise, President
Cal Branch Insurance