Insurance CSR Sales Master Class (Member Exclusive)
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Learn more
Introduction: How to get the most out of this course
CSR Master Class Intro.mp4
Module 1: Increase Your Service Task to Sales Ask Effectiveness
Module 1.1 Seven words to bridge from...
My Guesstimator Worksheet
My Three Metric Tracking Sheet
Module 1.2 The power of these seven w...
My Script Generator Worksheet
Module 1.3 Our innate negativity bias
Module 1.4 Surmount three ever presen...
My Sales Emotion Pulse Checker Worksheet
My Self Coaching Affirmation Worksheet
Full video Module 1 Service Task to S...
Module 2: Improve Your Outbound Call Effectiveness
Module 2.1 Avoid follow-up purgatory
Module 2.2 Four-part voice message
My Negativity Bias Indicator Worksheet
Module 2.3 Four-part voice message an...
My Voicemail and Email Template Gener...
Module 2.4 Three things needed to kee...
My Customer Segmentation Worksheet
Module 2.5 Professional persistence pays
My Call Goal and Process Declaration ...
FULL Module 2 v3.mp4
Module 3: Boost Your Inbound, New Business Closing Rate
Module 3.1 Three core beliefs
My Current Intake Question Inventory
Module 3.2 Five powerful, non-underwr...
My Value beyond Price Worksheet
My Business Differentiator Worksheet
Module 3.3 Four levers to closing the...
My Silent Role-Play Worksheet
FULL Module 3 v3.mp4
Module 4: Handle Objections with Ease and Trial Close Without Sounding Pushy
Module 4.1 The E.R.A.R.A. (Desire for...
The Reason I Ask worksheet
Module 4.2 Tap your inner power by re...
My Noble Profession Connection Worksheet
My Intention and Desire Worksheet
Full video Module 4 Handling Objectio...
Module 5: Generate More High Quality Referrals
Module 5.1. The "Oh, by the way" Method
My Referral Request Template Generato...
Module 5.2 The Explicit Ask Method
My Explicit Introduction Request Temp...
Module 5.3. Cultivate Centers of Infl...
My Who Do I Know List Worksheet
My Center of Influence Discovery Ques...
My Service Mantra Creator Worksheet
Full video Module 5 Generate More Ref...
Module 6: Integration: Achieve Long Lasting Success in Area of Your Life
Module 6.1 v2.mp4
My Personal Improvement Goal Statemen...
Module 6.2. The Four Habits of Mind
My Personal BTFAR Formula
My Keystone Habit Experimentation Wor...
My Negative Self Talk Identifier Work...
Module 6.3. The Three Hooks That Bind...
My Personal Desire for Change Gauge
Module 6.4 Conclusion - Just get started
Module 6 v3 Full Video
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Module 6.4 Conclusion - Just get started
Module 6.4 Conclusion - Just get started
Insurance CSR Sales Master Class (Member Exclusive)
Buy now
Learn more
Introduction: How to get the most out of this course
CSR Master Class Intro.mp4
Module 1: Increase Your Service Task to Sales Ask Effectiveness
Module 1.1 Seven words to bridge from...
My Guesstimator Worksheet
My Three Metric Tracking Sheet
Module 1.2 The power of these seven w...
My Script Generator Worksheet
Module 1.3 Our innate negativity bias
Module 1.4 Surmount three ever presen...
My Sales Emotion Pulse Checker Worksheet
My Self Coaching Affirmation Worksheet
Full video Module 1 Service Task to S...
Module 2: Improve Your Outbound Call Effectiveness
Module 2.1 Avoid follow-up purgatory
Module 2.2 Four-part voice message
My Negativity Bias Indicator Worksheet
Module 2.3 Four-part voice message an...
My Voicemail and Email Template Gener...
Module 2.4 Three things needed to kee...
My Customer Segmentation Worksheet
Module 2.5 Professional persistence pays
My Call Goal and Process Declaration ...
FULL Module 2 v3.mp4
Module 3: Boost Your Inbound, New Business Closing Rate
Module 3.1 Three core beliefs
My Current Intake Question Inventory
Module 3.2 Five powerful, non-underwr...
My Value beyond Price Worksheet
My Business Differentiator Worksheet
Module 3.3 Four levers to closing the...
My Silent Role-Play Worksheet
FULL Module 3 v3.mp4
Module 4: Handle Objections with Ease and Trial Close Without Sounding Pushy
Module 4.1 The E.R.A.R.A. (Desire for...
The Reason I Ask worksheet
Module 4.2 Tap your inner power by re...
My Noble Profession Connection Worksheet
My Intention and Desire Worksheet
Full video Module 4 Handling Objectio...
Module 5: Generate More High Quality Referrals
Module 5.1. The "Oh, by the way" Method
My Referral Request Template Generato...
Module 5.2 The Explicit Ask Method
My Explicit Introduction Request Temp...
Module 5.3. Cultivate Centers of Infl...
My Who Do I Know List Worksheet
My Center of Influence Discovery Ques...
My Service Mantra Creator Worksheet
Full video Module 5 Generate More Ref...
Module 6: Integration: Achieve Long Lasting Success in Area of Your Life
Module 6.1 v2.mp4
My Personal Improvement Goal Statemen...
Module 6.2. The Four Habits of Mind
My Personal BTFAR Formula
My Keystone Habit Experimentation Wor...
My Negative Self Talk Identifier Work...
Module 6.3. The Three Hooks That Bind...
My Personal Desire for Change Gauge
Module 6.4 Conclusion - Just get started
Module 6 v3 Full Video