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
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…
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…
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…
