Client Testimonials

I completed an analysis of PT Marketing's appointments over three years. Here are the results: - 36 sales - $1,322,520 in life premium - average premium per sale of $36,736 PT Marketing is now my primary source of new business, accounting for more than 60% of new client acquisition. Because of your consistent performance, I have been able to simplify my business, work less hours, and increase my income.

Stephen L. Bruneau, CLU, CFP
Boston, MA
PT client since 1994

With the value of a nine-year perspective, hiring PT Marketing has been one of the best decisions I have made since I entered our business in April, 1971. I offer these facts for your consideration: - My fourth PT appointment resulted in a $75,000 commission. As you might imagine, this got my attention. - My best and largest clients have come from PT appointments. - On average, I generate between $75,000 and $100,000 of first-year commissions each year from PT appointments, in addition to repeat sales from existing clients that were generated by PT. Engaging PT Marketing Group is an excellent long-term business decision.

Wayne D. Minich, CLU, ChFC
Richfield, OH
PT client since 1995

Since my first year, 1994, there has not been one year that your firm hasn't introduced me to prospects that generated at least $100,000 of life premium for me. In the Strategic Coach Program, one of the first things you learn is to outsource as much as possible in order to free up your time. By utilizing your services, I've freed up my time to focus on money-making activities where I can utilize my unique talent. I treat your fees as one of the best investments I've made in my business.

Robert A. Wright
Lafayette, IN
PT client since 1994

Your associates are knowledgeable, diligent, and professional. They fill a void in my organization, which allows me to focus on those things that I do best for my clients and prospects. Through my relationship with PT, I was able to double my employee benefits business over the a four year period. I consider PT to be my marketing arm, an essential element of my present and future business success.

Jim Borah
Providence, RI
PT client for 7 years

Since 1995, your marketing reps have provided us with quality appointments and have represented our company with consistent professionalism. These appointments not only put us in front of the key players and decision makers, but you also provide timely and worthwhile data that allows us to customize our presentation to a prospect's specific needs and concerns. Our relationship with your company has been very profitable, and it has significantly contributed to our new client growth. I look forward to our future together.

Scott Lohman
Moline, IL
PT client since 1995

PT Marketing has been a consistently reliable, professional, responsive, and results-driven partner in my marketing efforts...Because of your marketing associates' efforts, I have sold several sizeable cases that I would not have seen without the help of PT Marketing. PT has played an important role in the development of my client base, and my ROI from your services certainly warrant my continued association with your organization.

Rick Foster
Cleveland, OH
PT client since 1998

"When I started with PT Marketing in 1994, you made a commitment to me that you would provide appointments with qualified business owners, and you have never failed in that promise. As I look over my results over the years, I received in excess of a tenfold return on my investment. (The actual numbers are even higher, but no one would believe it!) Anyone who is serious about growing his or her business in the business marketplace, certainly should take advantage of the experience and professionalism of PT Marketing."

Robert A. Pierce
Portland, OR
PT client since 1994

I just returned from a PT appointment - another good appointment I should add. I decided to take a look at what PT has meant to my practice, not only over the past year, but over the entire 10 years our firms have worked together. Here's what I found: - PT Marketing is directly responsible for over 40% of my agency's $5 million book of business. - Of the 88 appointments that I have met with since May 2005, I rated 77 (86%) as either highly qualified or qualified. As you can see, PT has indeed had a very significant impact on my firm, and for that I sincerely thank you. Those are numbers that I can certainly live with, and numbers in which your organization can take pride! Throughout the years, I have appreciated that your Workers' Compensation Appointment Program was an important part of my business; it's the only prospecting that I do. Your professional and knowledgeable marketing associates have provided me with solid meetings with business owners and decision makers, who know why I'm there and are interested in hearing what I have to say. That's all I can really ask - the rest is up to me. Keep up the good work. I look forward to the next 10 years.

Tom Soehngen, President
Greenwood Village, Colorado
PT client since 1996

I have been extremely happy and satisfied with your program and its results. Your marketing associates have represented my firm and me with professionalism and competency and have provided me with quality leads that have helped not only to grow my client base, but also to build a good pipeline of prospects with renewal dates. Even more impressive is the consistency of that quality throughout all of the leads. As I reviewed the 200 appointments that you have scheduled for me, I can honestly say that only 8 of them were less than worthwhile. That's only 4%! That's a ratio that certainly puts me into a position to succeed.

Glenn Miller
Somerset, PA
PT Client since 2000

Very few people have the time to generate a new pipeline of prospects, which is why the professionals at PT Marketing are an integral part of my team. In the first 12-months of working together, their production resulted in 10 new clients for my portfolio. Their focus on generating qualified business appointments enables me to focus on leveraging my referral network for additional new business. I would not be as productive and successful without them.

Marc Casciani
Pittsburgh, PA
PT Client since 2007

You have consistently gotten me in front of the right prospects.  For the last year your associates have provided high quality appointments with business owners and you've delivered every time!  You're services have allowed us to expand our sales operation.  I look forward to the future.

Kenneth Estrada
Atlanta, GA
PT Client since 2007

PT Marketing gives me exactly what I'm loooking for: preset, confirmed appointments with qualified decision makers on a regular basis.  I have used numerous telemarketing services in the past and PT Marketing is definitely the most professional service I've used.  I would wholeheartedly recommend them to anyone who is serious about increasing their revenue while spending your time selling, not prospecting.

John Mason
Fairfax, VA
PT Client since 2007

I started with PT Marketing in January 2005 without any experience in the business market. Eleven months later I acquired my first client which resulted in multiple sales. PT presents numerous qualified and highly qualified business prospects on a yearly basis and I have seen 2-5 times my return on investment each year. PT is the best part-time employee I have ever hired (no sick days, benefits, or paid vacation).

P.S. All of the meetings are set with the owner and they confirm.

Andre Marshall
Minneapolis, MN
PT Client since 2005

Hiring a company like PT Marketing to represent your company is always a risk. Since we began with PT, they have exceeded our expectations. PT has become our primary source of new business appointments and we rarely need to schedule our own appointments. We have sold approximately $90,000 in commissions in our first year which is more than triple our investment with PT. On top of that our sales pipeline is filled with numerous quality prospects for future sales. We enjoy having PT as a part of our team and look forward to continued success.

Bill McKenna
Cincinnati, OH
PT Client since 2007