FAQ: What are my list scrubbing options at Engagex?
Learn about the Engagex Agent Portal scrubbing options to decide what will work best for your agency's customer outreach.
Search
Olivia Howard
- Feb 10
- 2 min
FAQ: Why do I need to upload a list every month?
Have you ever wondered why you have to upload a list every month, even when you send us enough names to call for several months in a row?
92 views0 comments
Brookelle Hunter
- Jan 5, 2021
- 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...
12 views0 comments
Brookelle Hunter
- Jan 5, 2021
- 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.
167 views0 comments
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?
46 views0 comments
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.
234 views0 comments
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.
22 views0 comments
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 -
52 views0 comments
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.
79 views0 comments
-
- 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.
8 views0 comments