I was impressed with Sheldon’s approach but most notably his familiarity with the insurance business and the CSR role in particular. He connected well with my staff and effectively addressed everyday challenges and opportunities through a participatory process. He inspired a renewed sense of purpose in creating win-win-win situations: My staff is energized, my customers are better protected, and my agency has stronger customer relationships and increased revenues. In fact, I have on CSR that has written 7 umbrellas in the two months just after Sheldon’s training. In the same period, our closing ratio is up 11% across all lines. I highly recommend Sheldon’s program to any agency serious about organic growth and retention.
