Leslie Ellis's Page

What company (companies) do you represent?

Personnel Touch

Website:

http://www.ptinsurance.biz

Where is your personal office? (City, State/Province, Country)

San Francisco and Lafayette

Where do you personally sell?

Individual and group health, life, disability and long term care insurance

Describe your company's offerings

We are a full service employee benefits company doing something very different. We are integrating wellness/health insurance with health management to lower the increase in insurance premiums. We provide this program at no charge to companies with 10 employees that make us their broker and for a nominal charge to smaller companies or companies that don't want to change brokers. We also offer dental, vision, life, disability, long term care, cancer and accident coverage. We do work with sole proprietors.

Which industry do you represent? (How would a client or partner label your service offering?)

Corporate Benefits

Which titles make purchase decisions for your offerings?

CEO/Owner, Finance, Human Resources, Other

Do you target specific types or sizes of companies? If so, please explain.

We like start ups and companies with 5-100 employees although we work with companies up to 1,000 employees.

Who are your power partners? (Who refers business to you? What business are they in?)

P/C brokers, payroll companies, HR consultants

What are some symptoms that a prospect might need your offering?

If a company's broker shows up once a year with the renewal (increase) and doesn't offer any options, they need to find a new broker. If a company keeps getting huge annual increases, they need our wellness and health management plan.

What differentiates you as a possible business partner?

Our wellness/health management program noted above. Also, we provide a benefits audit at no charge and no obligation.