Commercial Property & Casualty Insurance

In the B2B space, the demand for property & casualty insurance is still strong, with business owners needing meaningful and insightful conversations on matching the right protection with the right price—a powerful competitive advantage. Recently, however, we are seeing personal insurance agents transition to commercial property & casualty in light of low-cost consumer options squeezing them into a corner. These agents are using appointment setting to jumpstart this new stage of their business.

Property & Casualty Insurance: B2B Marketing by The PT Services Group

Whether you are a veteran of commercial property & casualty insurance or are taking your first steps into the space, we leverage your unique story to connect you with the business owners are unsure about their current policy’s effectiveness.

How much would your business grow if you replaced the time you spend chasing down leads and cold calls with meetings with people who want to talk with you about your services? Substantially. Our appointment setting program provides you with a steady stream of new business opportunities—Our clients report that 85 percent of their met appointments are highly qualified or qualified. To capture the interest of potential prospects, we talk to them about:

  • Claims history
  • Review/analysis of existing plans
  • Safety programs
  • OSHA complianceProperty-Casualty-Appointment-Business-Intelligence
  • Risk management

To prepare you to succeed in these meetings, The PT Services Group provides a business intelligence report so that you can enter appointments informed. Click the image to see the scope of information that we provide on these reports.

With set appointments backed by storyboarding, exclusivity and Sandler Sales Coaching, the door to new business is opened for you, and you have the tools to capitalize on the opportunity that awaits on the other side.

Connect with us or contact John Pojeta (412-291-6685), our VP of Business Development, to discuss how appointment setting can benefit your business.