PT Marketing Offers New Property & Casualty

By | April 22, 2008

PITTSBURGH, PA. (April 22, 2008) – PT Marketing has announced a new appointment-setting program for Commercial Insurance Agents. Over the last year, PT Marketing has piloted this program in specific markets to gauge its success. The exclusive program is designed to set and confirm face-to-face meetings with businesses interested in reviewing their lines of Commercial Insurances.

“For the last year, we “piloted” this service as we worked out the kinks on how to handle the call and make it successful for our clients,” said Harvey Pollack, PT CEO. “Eighty percent of met appointments were rated highly qualified or qualified. We are now ready to roll out this service nationwide.”

PT Marketing’s programs are designed to build a new sales pipeline of qualified prospects for their clients. Meetings are set solely with decision makers or those that are involved in the decision-making process, creating a more efficient sales process for PT’s clients.

Marc Casciani, PT client since January 2007 who was a part of the Property & Casualty Pilot, said, “In the first 12 months of working together, their production resulted in 10 new clients for my portfolio. Their focus on generating qualified business appointments enables me to focus on leveraging my referral network for additional new business.”

In addition to the Property & Casualty program, PT schedules appointments with business owners regarding business succession, executive compensation and employee benefits.

PT Marketing provides advanced prospecting solutions exclusively for the financial services and insurance industry. Since 1992, PT has served nearly 1,000 insurance/financial services clients. For more information contact PT Marketing at 800-999-8995 or learn more about the program at

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About the Author/Host

Harvey Pollack

Harvey Pollack - Co-Founder, President and CEO

Previously, Harvey was a partner for 24 years at Alpern, Rosenthal & Company, a large Pittsburgh-based CPA and consulting firm, and he was the founder and CEO of RedSiren, Inc, an early stage MSP provider of IT security management solutions. Harvey was awarded the Small Company Top Executive of the Year Award in 2012.

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