The PT Difference

Our programs are driven by highly trained, in-house sales associates and a deep understanding of your business and goals. Backed by our award-winning culture, our entire company is built to help you grow and succeed.

Our Services

B2B Appointment Setting

Build a sales pipeline of high‑value prospects and referrals, off-loading the labor‑intensive areas of prospecting so that you can focus on closing new business.

Data Collection

Research a new market, expand the depth of your database, survey your clients. With our industry experience, we uncover insights and engage subjects in meaningful conversations.

PT University

Break Free from Pandemic Barriers

Blog Post – How To Break Free From Pandemic Barriers And Get Sales Leads

Published on Insurance NewsNet By Ayo Mseka  With the pandemic still making it difficult for many advisors to meet frequently with prospects face-to-face, many of them are looking for methods…

PT Services Group Asks Dan H

Podcast – PT Asks Dan

Last month, PT launched a new, daily video series – PT Asks Dan, with our resident sales guru, Dan Hudock. In these 2-3 minute videos PT’s John Pojeta asks Dan…

PT Services B2B Cold Appointment First Date

Blog Post – How Cold Appointments Are Like A First Date

Cold appointments are challenging, even for seasoned advisors. The challenge is especially acute for advisors who have spent years building their business on referrals. Although they’ve amassed a wealth of…


Sales and Growth Insights: Review and drive the latest best practices.

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White Papers

Exclusive breakdowns of our observations from the frontlines of prospecting.

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Client Center

Client-only training on sales, growth techniques, and B2B webinars.

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