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Engagex is a 2023 Top Workplace!

Grow Your Insurance Agency!

Drive new revenue from existing customers by doing

Customer Insurance Reviews

LEARN TO DO CUSTOMER INSURANCE REVIEWS

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Most insurance agencies aren't great at implementing an effective customer insurance review process.

 

The AgencyThrive program is a series of five free videos to help train agencies on how to drive more revenue from their best source of new business - their current customers.

HOW MUCH MORE MONEY COULD YOU MAKE?

Click on the button below, provide some info about your agency, and receive a free Customer Insurance Review Plan that will show you how much more money you could make by meeting with your current clients.*

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* based on industry averages

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APPOINTMENT SETTING FOR CUSTOMER INSURANCE REVIEWS

We contact your customers and schedule appointments for you to conduct Customer Insurance Reviews - whether virtually or in-person.

Guaranteed monthly appointments

No long-term contracts

Caller ID matching

Retention alert email notices

We act as an extension of your office

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AGENTS THAT LOVE ENGAGEX APPOINTMENT SETTING

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