Client Success Stories
The BEST way to get to know me.

James R. Phaneuf

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!”