United Benefit Advisors

image001Our appointment setting programs are ideal for top producers.


As a United Benefit Advisors (UBA) member, you face the same unusual challenge as our other appointment setting clients: your success has filled your client list, leaving you with little to no time to prospect beyond your referral list. Sacrificing the time you spend with current clients is not an option because it will detract from the high quality service that has made you a top producer in the first place. At the same time, you need to meet with new clients to continue growing your business.

Our clients share with us that they prefer to spend to their time providing and talking about their expert services. With appointment setting, you too can maintain that focus while continuing to generate new business.

We connect you with prospects that are interested in talking with you about the services that you offer. These are potential customers that meet your target criteria and have agreed to meet with you. Also, the appointments that we set are exclusive to you.

We provide a customized on-boarding process, during which time we discuss, in great depth, your unique needs and concerns. This discussion forms the foundation for our storyboard building process, ensuring that our appointment setting program targets the types of customers that you want and that the narrative that we use to engage potential prospects accurately reflects your business goals and values.

Our appointment setting programs have made the difference for other top producers, and we can do the same for youRead our client stories to see how our clients have used appointment setting to open the door to new business, or contact  John Pojeta our VP of Business Development (412-291-6685) to begin discussing how we can help you find new prospects.

We look forward to helping UBA members continue their success.