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Are you a successful insurance professional or financial advisor looking for business-to-business appointment setting?

Since 1992, PT Marketing has been in the B2B arena, setting appointments exclusively for the financial services and insurance industries. We successfully connect you with business owners and decision makers who actively want to discuss:

We are a results-driven partner in our clients’ marketing efforts. We play an important role in developing our clients’ pipelines and client bases. When it comes to setting appointments for business insurance and financial services professionals, we confidently deliver results to our clients. Our clients rate our meetings as highly qualified or qualified 83% of the time.

PT Marketing is the leader in B2B appointment setting. Our knowledgeable, on-site team only books face-to-face appointments with business or key decision makers, further adding value for our clients.
The number one reason to invest in a business insurance appointment-setting service is to increase your sales and generate more revenue.

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Testimonials