Practice Management Resources
These sales and marketing resources will help your firm increase productivity by keeping the pipeline full, becoming more effective at the point of sale, creating accountability, and increasing cross-selling activity. You will find articles describing best practices for integrating marketing resources, processes, and technology with your people. Tools are also provided to help you estimate revenue opportunities, calculate required marketing activity, and project marketing budgets.
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
Hiring and Staffing
Profile XT – Job Fit Assessment
Measure human potential and predict job performance with these online assessment tools. You can use these resources to assess the 'DNA' of candidates or existing staff and benchmark their potential for a specific job, such as insurance sales, account management, or receptionist. The information you receive from these reports will help you make better human capital decisions.
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.