About PT Marketing / What We Do

Since 1992, PT Marketing has specialized in business-to-business appointment setting for the financial services and insurance industries. Our process is designed to build new sales pipelines for already successful producers and financial planners. We provide our clients with a premium level of expertise and a proven 5-Step Methodology:

  1. PT hires professional marketing associates and then provides extensive training.
  2. High quality appointments are set with Business Owners and Decision Makers.
  3. Appointments are pre-qualified through a set of proven qualifying criteria.
  4. Appointments are reviewed by the Quality Control Department.
  5. Appointments are confirmed the day before the scheduled appointment.

Quality Time is money.

PT Marketing secures quality appointments that produce revenue. Our clients rate more than 80% of our appointments to be qualified or highly qualified business opportunities, meaning they’re a legitimate business opportunity.

Exclusive

PT Marketing will not call the same prospects for multiple clients within a product line; your program is exclusive.

Learn more about our Executive Programs