Best Practices (Benefits Partners)

Table of Content

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    1. Appointment Setting Services
    2. Hiring and Staffing
    3. Operations
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Appointment Setting Services

PT Marketing specializes in setting appointments for insurance and investment professionals to speak with the decision makers of small and mid-size businesses about specific employee benefits, retirement planning, business succession, and property and casualty needs.


Contact Information:

Bob Zupanek

Vice President, Operations


Direct: 412.291.6688

Mobile: 330.519.8492

bob@theptservicesgroup.com

www.theptservicesgroup.com

Operations

Operating an efficient business model is necessary for managing profitable growth. Efficiencies can be created by optimizing processes and integrating technology. These resources will guide you in creating the necessary business processes to maximize capacity, streamline workflow, and build a scalable organization. A well-run operation can do more with less, allowing a firm to control overhead growth and manage healthy profit margins.

Broker of Record (BOR)

This document contains very generic language designed transfer business from one broker to another

Broker of Record (BOR)

This document contains very ge ...

Business Associate Agreement

A Sample Business Associate Agreement, revised to comply with the new regulations

Business Associate Agreement

A Sample Business Associate Ag ...

Confidentiality Agreement / NDA

This document contains very generic language designed to protect intellectual capital

Confidentiality Agreement / NDA

This document contains very ge ...

Consulting Agreement

This document is a template for an engagement between a benefits consulting firm and a client. It is particularly helpfu ...

Consulting Agreement

This document is a template fo ...

Firm-to-Firm Alliance Agreement

This document serves as a template for a revenue sharing arrangement between two firms providing professional services. ...

Firm-to-Firm Alliance Agreement

This document serves as a temp ...