In February of 2013, PTL Insurance was named Rough Notes’ Marketing Agency of The Month. Here’s an excerpt from that article:
Sounds easy enough; just treat everyone the way you’d like to be treated. But, in practice, there are exigencies that come rushing to the fore and can overwhelm good intentions. Bottom-line blues can dampen the ebullience of the most optimistic of folks. Nor is it easy to maintain one’s composure when an irate client is taking out his frustration on you. However, as Rick Pedevill maintains: “It’s not always easy, but it’s always right.”
Rick was convinced that it was possible to live and work by this vision when he established PTL Insurance Brokers, Inc., Covina, California, in 1976. And he and his staff have followed that vision and seen the agency prosper as they did so. Today, there are 18 people in the agency who are adherents to Rick’s vision. “Everyone feels part of the PTL family,” he says proudly.
He continues by noting that his three sons have all chosen to join him at the agency. “It was their choice,” he says. “I placed no pressure on them. They saw what we were doing here and decided they wanted to be part of it. I couldn’t be prouder. Brandon joined the agency about 15 years ago; Bryon came on board 12 years ago; and Anthony has been with us 10 years.”
Sales through service
Bryon, CIC, whose area of responsibility includes administration of the agency as well as niche expertise in medical professional insurance, says the agency “embraces the sales culture. We’re not afraid to sell insurance; but it’s a focus on sales through service. In
order to truly serve the client, we need to provide them with all the coverages they need to protect their business, and their family. “That’s where our role as advisors really is important. Oftentimes, we will identify areas where insurance is needed and the client or prospect never understood the potential for loss. We take that advisory role very seriously.
“We get to know our clients and their business and family needs intimately. We feel a personal responsibility to make certain they have the coverages they need to protect what is most important to them.” Rick admits that, early on, when the focus was on commercial lines, “we often forgot to ask about their personal insurance needs.”
