The PT Services Group
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  • Who We Are

    Who We Are

    The PT Services Group is committed to helping you open the doors to new prospects and new business.

    While the methodology and expertise behind our appointment setting, business intelligence, and data collection programs are powerful tools, the secret to their effectiveness is the people using them.

    We are owned, operated, and staffed by professionals with expert knowledge of the financial services and insurance industries.

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  • What We Do

    What We Do

    We open the door to new prospects and new business for the financial services and insurance industries.

    Since 1992, The PT Services Group has specialized in appointment setting, business intelligence, and data collection for these very unique industries.

    With locally hired sales associates, experienced in interacting with C-level executives and high-level decision makers, The PT Services Group uses proprietary techniques to voice-verify business intelligence.

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  • Who We Help

    Who We Help

    New prospects, to us, means connecting you to opportunities that you would not uncover with your current network of colleagues and clients.

    PT provides you with another source of new business that continues to generate new contacts without unnecessarily taxing your time. These new business opportunities can come in the form of appointment setting, business intelligence, or data collection, and each of these programs are designed with benefit advisors, insurance professionals, and channel partners in mind.

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Appointment Setting

Appointment Setting Is finding new prospects to generate new business the best use of your time? Is it your best skill? For an experienced professional with an established presence in your industry, frankly, your time is best spent engaging business owners and ... Read More

Business Intelligence

Business Intelligence The traditional lead generation model is antiquated and ineffective. Telemarketing has become ubiquitous, and businesses are quick to ignore cold calls, and unsolicited proposals that are not presented professionally alienate potential prospects. ... Read More

Data Collection

Data Collection Data collection can be the key to tapping a rich new business resource. In the past, major corporations have used our data collection programs to update, en masse, their database of customers and prospects, to verify data, and ... Read More
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© 2013 The PT Services Group. New Prospects. New Business. Since 1992. Developed by Ideahaus.