Commercial Property & Casualty InsuranceAppointment setting – New prospects, new growth.

Property & Casualty Insurance: B2B Marketing by The PT Services Group

In the B2B space, the demand for property & casualty insurance is still strong, with business owners needing meaningful and insightful conversations on matching the right protection with the right price—a powerful competitive advantage. The ever changing landscape is opening the door to new property & casualty prospects as business owners become increasingly aware that their old plan may not match their new needs.

An appointment setting program can accelerate your ability to find and engage these kinds of prospects. With our ability to identify ideal prospects, we leverage your unique story to connect you with the business owners are unsure about their current policy’s effectiveness and are open to meeting with you.

Webinars & Videos

The Top 7 Considerations

In this PT exclusive webinar, John talks about the best way to approach an appointment setting program, from your process for determining if it’s a fit for your business all the way through the best practices for integrating an appointment setting program into your sales pipeline.

Client Interview with Erika Bylund

In this preview for a full interview, John sits down with Erika Bylund, co-founder of Point Sur Wealth Management to talk about her past experiences with lead generation and appointment setting services and how those experiences compare with the results she has seen with the PT Services Group.

For the full interview and for other insights into sales and marketing, visit

By Appointment Only with Joe DeMarco

To truly connect with a client or prospect, we often need to dig beneath the surface to find what really matters and what really resonates.

Beyond Referrals: The Keys to Building a Well-Rounded Sales Pipeline

Learn the secrets to creating explosive growth in your business with a specialized appointment setting program.

Sign up to download your copy now!

B2B Sales Coaching

We provide complementary sales coaching to all PT clients, giving you the tools and support necessary to close these unique opportunities.

Business Intelligence Report

To prepare for your appointment, read the business intelligence report to better understand the prospect and their business.