UBA Fall 2022 Conference

We loved seeing you in Colorado at UBA’s Fall Conference!

How We Work

The PT Services Group opens the door to new prospects and new business with industry‑leading appointment setting and data collection programs.

Learn About Our Process

The PT Services Group - Appointment Setting - Benefits Advisors

We Open the Door to New Prospects

The PT Services Group opens the door to new prospects and new business with industry‑leading appointment setting and data collection programs.  Unlock a new stream of prospects and referrals. Contact us today to learn more.

Resources and Insights from PT Services

We regularly create content to help our clients succeed. Here are a few resources handpicked for you.

PT Asks Dan – Every weekday, we share a 2-3 minute videos with quick, actionable sales tips, discuss trends in the industry, and help to solve some of your biggest sales-related pain points. Visit our new YouTube page to browse a myriad of topics – and don’t forget to subscribe to keep up to date!

The PT Buzz Podcast – Check out a few handpicked episodes, some even feature your fellow UBA members:

Two Dogs Social PodcastHow Two Dogs Social Make an Impact for Advisors

Bruce and Jordan Johnston, the father/daughter team behind Two Dogs Social, talk to John Pojeta. They share how their company works with advisors to elevate their profiles and maximize business growth on social media platforms. Experts in the sector, they share working through compliance issues, among other challenges unique to the field. Listen to the podcast.



Conversation about Healthcare Collaboratives PodcastA Conversation About Healthcare Collaboratives with Bill Kite

Join us for a great conversation in the health care and benefits arena featuring Bill Kite, president of D & S Agency and recent board president of United Benefits Advisors. Bill offers candid thoughts about the challenges of the field and what may lay on the road ahead. Listen to the podcast.




John Pojeta from PT welcomes father/daughter team Ron and Ally Bland of AEIS Advisors in San Mateo, California. Ron and Ally share how their business has seen success in growth through acquisitions of other companies or books of business. Tune in to gain some insight that can help you in the new year. Listen to the podcast.


PT Insights – We regularly create content to help our clients succeed. Here’s a few pieces we think you may find useful.

8 Questions that Lead to Sales – one of our most popular White Papers to date! Filled with valuable information that you can put into use on your next sales call! Read the white paper.

5 Ways to Be a Better Leader – another white paper that challenges all leaders, whether CEO or Sales Manager to show up for their team. Read the white paper.

How Cold Appointments are Like a First Date – in this piece originally appearing in Insurance News Net, we examine how cold appointments are uncomfortable, but they’re important for building a bigger relationship. With the right strategy in place, we can take these meetings and turn prospects into longtime clients who help our business grow. Read the blog post.

Connect with us today to learn how we can open new doors for your business, or contact Jason Levy, our VP of Client Success, to discuss how The PT Services Group can benefit your business.

Jason Levy


Jason oversees the entirety of each client’s appointment setting program, from implementation to ongoing management. Before joining The PT Services Group in 2006, Jason spent 10 years in client services in Phoenix, AZ. with Cramer Krasselt Advertising and PR, the Phoenix Coyotes of the NHL, and the Boys & Girls Clubs.