Blog | Engagex

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Engagex Q&A

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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