How To Help CSRs Act More Like Producers

Apr 25

How To Help CSRs Act More Like Producers

Apr 25 2018 - Apr 25 2019

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How to Help CSRs Act More Like Producers Without Freaking Them Out

Thursday, April 25, 2019  2:00 pm Eastern

Presented by the Agent & Broker and Personal Lines Interest Groups

What it’s about:
Many CSRs have a hard time embracing the sales side of their role, when sales and services are often two sides of the same coin. Designed for leaders, this webinar delivers simple and impactful techniques that can be immediately implemented. Explore how to better manage high impact behaviors that, with slight changes, can improve sales outcomes. Attend this webinar to develop an action plan that that will help turn CSR routines into sales levers by concentrating on their service edge in order to cross-sell more and close more new business.

At the end of this webinar, active attendees will understand:

  • How CSRs can comfortably and consistently connect a service task to a sales ask
  • How CSRs can comfortably and consistently deal with customer objections with being pushy

Who should attend:
CSRs and mangers responsible for their growth and development would benefit from attending this webinar.


Individual Pricing:
CPCU Society members: FREE
Nonmembers: $79

Group Pricing (Unlimited Participants at One Location):
CPCU Society members: FREE
Nonmembers: $189

Non-CPCU Society Members: To purchase this recorded webinar, please contact

Continuing Education for CPCUs

CPCUs who attend will be awarded one credit hour towards the CE for CPCUs program. Learn more about Continuing Education for CPCUs here.


Sponsor a Webinar

Attach your brand to cutting edge educational webinars presented by the leading experts in the industry and promoted to over 20,000 CPCU Society members each month. For more information or to sponsor this webinar, please contact: Pete Howard, or (484) 831-9025


Sheldon Snodgrass

After serving as an Airbourne-trained officer in cold war Berlin, Sheldon Snodgrass cut his teeth as a commission-only sales representative where his success led to a promotion as Northeast sales trainer for the world's third largest travel franchisor, Uniglobe Travel International. In 2002, he launched to help service professionals, and since 2008, has focused exclusively on coaching in the insurance industry.

Webinar Additional Information

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One hour, on average.

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Yes. If you have registered for the live webinar, you will receive the recording by email once the webinar has concluded. You can also watch past recorded webinars in the CPCU Society Knowledge Center.

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How do I report my CE for CPCUs credit?

Webinars count for 1 hour of CE for CPCUs credit. Your credit will be automatically reported with your registration for a live webinar. You can also earn CE for CPCUs credit by viewing recorded webinars though the Knowledge Center. All webinars watched in the Knowledge Center will be automatically reported for 1 credit.

Are CPCU Society webinars approved for state licensure CE?

At this time none of the webinars are approved for CE in any state.


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