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.

The PT Services Group - Who We Help

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 settingbusiness intelligence, or data collection, and each of these programs is designed with certain needs and circumstances in mind.

Our appointment setting programs are ideal for the experienced financial services or insurance industry professional.

With an active appointment setting program, our premium service, you can dedicate your time to working with existing clients, talking with referrals, and engaging with new prospects that want to talk to you about the services that you provide. These appointments are vetted and prequalified by our team and provided to you. No cold calling. No wasted time. We even provide Sandler Sales Coaching to prepare you to succeed in this unique sales scenario.

Our business intelligence programs use a similar process but do not go as far as setting the appointment.

This approach is ideal for the professional that has the means, resources, and ability to connect with prospects that have been vetted as viable prospects for your pipeline by our team. We provide specialized coaching and a business intelligence report—loaded with all of the information that you need to know about a business to successfully engage them—to help you set the appointment and initiate the sales process.

Our data collection programs can be custom-tailored to fit the needs of an individual professional or of an entire company. 

Whether they are using our appointment setting or business intelligence programs, we help the following people grow their business:

  • Benefit Advisors
  • Financial Advisors
  • Insurance Professionals
  • Channel Partners

Ready to grow your business? Connect with us to set up a program today, or contact John Pojeta, our VP of Business Development, to find out how business intelligence can improve your business.