Client Profile

"We're fairly pleased", says Bill Harris, Principal of a venerable agency in the Midwest. "We'd be ecstatic if we'd written a couple of accounts from your leads - but that will come later. We don't expect to recoup our investment in the first two months", Bill says confidently.

"They've been quality appointments - your people know what they're doing. I especially like the documentation you provide. We've used two or three telemarketing firms in the past and PMA is head and shoulders above the others - no question."

Bill's agency contracted with PMA when their in-house telemarketer was promoted to full-time producer. In first two months, PMA Account Executive callers have been leveraging the P&C appointments they make to cultivate additional opportunities on the Employee Benefit side - and vice-versa.
The agency sees the teleprospecting objective as twofold: get the producers in the door, and ascertain the level of interest and any specific insurance concerns at the target businesses.

"PMA is putting our producers in the right places", says Bill.
"We're talking to people who have an interest. In some way they are unhappy with their broker -- unhappy with the services they get for the premiums being charged. That pain isn't always so apparent, but our producers know how to find ways we can distinguish ourselves and make a difference. If we don't have a business referral, getting in the door, in the first place is often the hardest part. That's why we like what PMA is doing."