Property & Casualty Insurance

To engage in a thoughtful discussion with a potential prospect, you need to know their business.

Business Intelligence Property & Casualty InsuranceA lead generation service will provide you with names and phone numbers, but this information lacks context. You need to know who you are talking to, and you need to know key details about their current coverage. You need business intelligence.

A business intelligence report is like a dossier on a potential prospect. It clearly defines all of the information that you need to know about a prospect to successfully initiate the sales process. Gathering this information on your own can be inefficient, because it takes time and can distract you from the rest of your business. If you let The PT Services Group generate your business intelligence, you can skip directly to building a relationship. For example, a business intelligence report on a property & casualty insurance prospect prepares you to initiate the sales process by telling you:

  • Business Intelligence Report - Property & CasualtyDecision maker name and title, company name, address
  • Current insurance carriers, length of time with each carrier
  • Current coverage
  • Number of employees
  • Renewal dates
  • Website, if applicable

This intelligence, combined with specialized sales coaching, optimizes your opportunity to create a pipeline for lead generation and sales.

Connect with us or contact John Pojeta (412-291-6685), our VP of Business Development, to find out how business intelligence can improve your business.