Client Success Stories
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James R. Phaneuf

insurance testimonials v3 1 page13 image13 79x100 James R. PhaneufSheldon’s session reinforced and improved upon everything that we have been trying to do for years in the areas of cross-selling and up selling. Our personal lines new business has clearly increased each month since we started working with him, and cross-selling has definitely improved, especially in the personal umbrella area. Our team’s comments are the best testimonial that we can provide: “he taught me new and creative ways to ask for a sale.” “He raised our level of awareness of sales opportunities and helped us get more focused.” If you want a more productive agency with improved retention, and if you want to increase the number of policies that you have for each policyholder, you should definitely bring Sheldon into your agency!”