PT Marketing Programs / Property & Casualty Insurance

Do you handle comprehensive business insurance packages?

Would you like to build more relationships with Decision Makers of companies in your area?

We capture Decision Makers' interest by discussing:

  • The specific expertise you have in the business insurance field
  • Services you offer to provide a competitive and comprehensive business insurance package
  • The ease and convenience of consolidating coverage
  • Coverage that can reduce exposure and minimize loss

Prospects typically ask how you can help them with their commercial
insurance needs. We position you as the expert by saying the following
to your prospects as part of our presentation:

(Client's Name) meets with you for 30 minutes to discuss your specific
situation and ways to accomplish your goals. You need to compare your
current plan to what (Client's Name) can offer to determine if you have
the best possible coverage for your business.

What will I know about the Company to prepare
for the meeting?

  • Decision Maker name and title/Company name/Address
  • Current insurance carriers/Length of time with each carrier
  • Current Coverage
  • Number of employees
  • Renewal dates
  • Website if applicable

80% of met appointments are rated highly qualified or qualified by our clients. Many of our clients are seeing an ROI that is two to three times their investment.

RESULTS MATTER

Our successful clients are able to differentiate themselves from other brokers in the marketplace by explaining ways they can control the escalating costs of business insurance and offer additional services that make the company more profitable and efficient. Successful clients also use our appointments as a door opener that leads to
numerous opportunities based on the Decision Maker's business situation and personal needs: employee benefits, business continuation, estate planning, executive compensation, workers' compensation, self-funding, basic insurance needs, etc.