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    12 Steps to Navigate Through a Customer Insurance Review
    Brookelle Hunter
    • Jan 18
    • 4 min

    12 Steps to Navigate Through a Customer Insurance Review

    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
    30 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.
    204 views0 comments
    The "DOs" and "DON'Ts" of Customer Insurance Reviews
    Brookelle Hunter
    • Jan 15
    • 3 min

    The "DOs" and "DON'Ts" of Customer Insurance Reviews

    Adhering to these tips will help these appointments be productive for both you AND your clients.
    15 views0 comments
    Are You Getting Enough Policy Review Appointments to Be Successful?
    Brookelle Hunter
    • Jan 15
    • 2 min

    Are You Getting Enough Policy Review Appointments to Be Successful?

    How do you get enough policy review appointments? Systematically work through your customer list and set up an appointment with each client.
    23 views0 comments
    7 Ways to Optimize Outbound Appointment Setting
    Brookelle Hunter
    • Jan 15
    • 3 min

    7 Ways to Optimize Outbound Appointment Setting

    With over 15 years of experience, we’ve learned what works and what doesn’t when it comes to appointment setting! Here's our advice.
    9 views0 comments
    How to Create Multiple Calendars for Your Office
    Brookelle Hunter
    • Jan 5
    • 1 min

    How to Create Multiple Calendars for Your Office

    Many agencies only need one calendar on their agent portal for scheduling appointments, but some prefer to have multiple calendars assign...
    7 views0 comments
    Using Engagex Appointment Setting to Meet Your Life Production Goals
    Brookelle Hunter
    • Jan 5
    • 1 min

    Using Engagex Appointment Setting to Meet Your Life Production Goals

    In order to meet your life goals, it’s vital to get the right customers in front of you for an appointment.
    6 views0 comments
    How does Engagex work as an "extension" of my office?
    Brookelle Hunter
    • Oct 27, 2020
    • 2 min

    How does Engagex work as an "extension" of my office?

    You might have heard the phrase: “we work as an extension of your office”. So, what exactly does that mean and why is it important?
    36 views0 comments
    Customer Insurance Reviews & The Holidays
    Brookelle Hunter
    • Oct 21, 2020
    • 4 min

    Customer Insurance Reviews & The Holidays

    With the holidays coming right up, you might be wondering if and how you should continue to hold these reviews.
    46 views0 comments
    How do I respond to a schedule/location conflict?
    Brookelle Hunter
    • Oct 6, 2020
    • 2 min

    How do I respond to a schedule/location conflict?

    Sometimes, your preferred appointment times or location doesn't work for a client - in this case, our caller will submit a request.
    17 views0 comments
    What does the "Appointment Guarantee" really mean?
    Brookelle Hunter
    • Sep 28, 2020
    • 1 min

    What does the "Appointment Guarantee" really mean?

    Unique to Engagex, we have Guaranteed Appointment Packages. Here's what you need to know to get the most out of your guaranteed package -
    48 views0 comments
    Should I Have a Strategy Behind the Lists I Use?
    Brookelle Hunter
    • Sep 21, 2020
    • 2 min

    Should I Have a Strategy Behind the Lists I Use?

    While important, your list strategy doesn’t have to be overly complicated. Here are some simple and effective strategies our customers use.
    43 views0 comments
    How can I access my Engagex account while on the go?
    Carter Buck
    • Aug 13, 2020
    • 1 min

    How can I access my Engagex account while on the go?

    The Engagex App is a recent addition to our Agent Portal, because we want you to be able to quickly and seamlessly access your account.
    6 views0 comments
    3 Reasons a Needs Assessment Form is One of Your Best Sales Tools
    Carter Buck
    • Aug 13, 2020
    • 2 min

    3 Reasons a Needs Assessment Form is One of Your Best Sales Tools

    Up-selling or cross-selling existing customers can be the most significant source of growth and revenue for an insurance agent. Cross-sol...
    42 views0 comments
    Common Policy Review Mistakes and How to Avoid Them
    Carter Buck
    • Aug 13, 2020
    • 2 min

    Common Policy Review Mistakes and How to Avoid Them

    Here are a few common mistakes that must be avoided to make your insurance review program effective.
    169 views0 comments
    6 Things to Expect in Your First Year of Customer Insurance Reviews
    Carter Buck
    • Aug 13, 2020
    • 3 min

    6 Things to Expect in Your First Year of Customer Insurance Reviews

    If you haven’t been conducting customer insurance reviews in the past, you may experience some growing pains when getting started.
    2 views0 comments
    Should I Buy Insurance Leads From the Internet?
    Carter Buck
    • Aug 13, 2020
    • 4 min

    Should I Buy Insurance Leads From the Internet?

    Policy review meetings might not be providing you with the volume of leads you're looking for, so should you buy internet leads?
    8 views0 comments
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