Blog | Engagex

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Engagex Q&A

Mar 22
3 min

The Engagex Agent Portal - Take Control Over Your Appointment Setting

Here are the key features of Engagex’s insurance agent portal that makes our appointment setting services the smoothest in the industry.

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Brookelle Hunter

Mar 22
4 min

The 3 Keys to Insurance Agency Success

The most successful agents in the nation suggest that your goals as an agent will be met when you systematically focus on 3 things.

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Insurance Agents, is Your Job Still Necessary?

Brookelle Hunter

Mar 15
3 min

Insurance Agents, is Your Job Still Necessary?

Spoiler Alert: WE know your job is still necessary...but do your clients and potential clients know that?

15 views0 comments

How Tracking Call Information Boosts Efficiency

Brookelle Hunter

Mar 15
2 min

How Tracking Call Information Boosts Efficiency

Your agency probably makes hundreds of phone calls each month and the amount of information you handle is incredible.

11 views0 comments

Insurance Leads: Where to Find Them & How to Retain Them

Brookelle Hunter

Mar 8
4 min

Insurance Leads: Where to Find Them & How to Retain Them

There are many sources of new insurance leads (especially cold leads), but these sources commonly create a retention problem.

77 views0 comments

6 Ways to Build a Happy & Loyal Customer Base for Your Insurance Agency

Brookelle Hunter

Mar 8
3 min

6 Ways to Build a Happy & Loyal Customer Base for Your Insurance Agency

With the rise of the the internet, customers are able to switch insurance agents in a matter of minutes. Keep your clients happy by...

3 views0 comments

6 Things Your Customer Insurance Review Process May Be Missing

Brookelle Hunter

Mar 5
2 min

6 Things Your Customer Insurance Review Process May Be Missing

Whether you've been regularly holding these meetings for years, or just started to think about holding them, here are 6 elements you need...

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In-House Appointment Scheduling: How Effective is it for Insurance Agencies?

Brookelle Hunter

Mar 2
3 min

In-House Appointment Scheduling: How Effective is it for Insurance Agencies?

Some agencies rely heavily on staff members to handle in-house scheduling, but this can be far more expensive and less effective.

53 views0 comments

Take the Awkwardness Out of Asking for Referrals: 4 Non-Invasive Referral Program Ideas

Brookelle Hunter

Mar 2
3 min

Take the Awkwardness Out of Asking for Referrals: 4 Non-Invasive Referral Program Ideas

Having a referral program allows you to invite your customers to participate, rather than putting them on the spot and making things awkward

109 views0 comments

Brookelle Hunter

Feb 22
3 min

Insurance Agents, Resist the Quick Fix!

It’s not that immediate lead sources should not be part of your marketing plan, they just shouldn’t be your fundamental source of growth.

54 views0 comments

How Customer Insurance Reviews Elevate Your Agency

Brookelle Hunter

Feb 22
4 min

How Customer Insurance Reviews Elevate Your Agency

A customer insurance review program creates slow, consistent, long-term growth over time.

56 views0 comments

A Step-By-Step Guide to Multi-Lining Your Mono-Lined Customers

Brookelle Hunter

Feb 15
3 min

A Step-By-Step Guide to Multi-Lining Your Mono-Lined Customers

Despite the advantages of multi-lined customers, the average agency produces only 1.4 policies per household. Let's change that!

100 views0 comments

5 Steps: Preparing for a Profitable Customer Insurance Review Meeting

Brookelle Hunter

Feb 15
4 min

5 Steps: Preparing for a Profitable Customer Insurance Review Meeting

Preparation is key when it comes to conducting a customer insurance review meeting.

91 views0 comments

The 8 Step Cycle for Implementing a Lucrative Customer Insurance Review Program

Brookelle Hunter

Feb 10
1 min

The 8 Step Cycle for Implementing a Lucrative Customer Insurance Review Program

To make your program successful, we have identified a 8-step process for you to follow with each customer that you will repeat each year.

132 views0 comments

A Simple Conversation: How Customer Insurance Reviews Lead to New Sales Opportunities

Brookelle Hunter

Feb 10
3 min

A Simple Conversation: How Customer Insurance Reviews Lead to New Sales Opportunities

Customer Insurance Review meetings are the best source of new sales opportunities. Read some examples of how these meetings lead to sales.

70 views0 comments

Closing the Sale: How to Follow-Up After a Customer Insurance Review

Brookelle Hunter

Jan 29
2 min

Closing the Sale: How to Follow-Up After a Customer Insurance Review

Conducting customer insurance reviews will help build the value of your agency over time, but the meeting is only half the process.

131 views0 comments

How to Create Educational Content that Sells Policies

Brookelle Hunter

Jan 29
2 min

How to Create Educational Content that Sells Policies

One of simplest ways to warm up your clients and prepare them for a cross-sell is to educate them.

132 views0 comments

10 Customer Insurance Review Best Practices from the Country's Most Successful Agents

Brookelle Hunter

Jan 29
4 min

10 Customer Insurance Review Best Practices from the Country's Most Successful Agents

We’ve conducted extensive interviews with some of the nation’s most successful agents to gather the top 10 best practices for review appts.

160 views0 comments

12 Steps for Running an Effective Customer Insurance Review Meeting

Brookelle Hunter

Jan 18
4 min

12 Steps for Running an Effective Customer Insurance Review Meeting

To break the process down and make it a little more clear, there are 4 main actionable goals that you will want to meet when holding reviews

163 views0 comments

Why You Shouldn't Sell During a Customer Insurance Review Meeting (and what to do instead)

Brookelle Hunter

Jan 18
3 min

Why You Shouldn't Sell During a Customer Insurance Review Meeting (and what to do instead)

If you can't hard-sell during the meeting, how are you supposed to up-sell your customers? Investigate & Educate.

275 views0 comments

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