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.
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Brookelle Hunter
- Mar 11
- 5 min
Retention Focused Acquisition in Insurance - Work Smarter, Not Harder
With enormous acquisition costs in the insurance industry, the only viable way to grow your agency is to acquire with retention in mind.
107 views0 comments
Brookelle Hunter
- Mar 4
- 3 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. Learn how to create educational content!
475 views0 comments
Olivia Howard
- Mar 2
- 2 min
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.
39 views0 comments
Brookelle Hunter
- Feb 23
- 3 min
The Biggest Reason Your Insurance Clients Cancel
Learn more about the biggest reason your insurance clients cancel (hint: it's totally within your control!)
319 views0 comments
Brookelle Hunter
- Feb 23
- 2 min
3 Reasons a Needs Assessment Form is One of Your Best Sales Tools
As an insurance agent, if you're not using the needs assessment form, you're missing out on sales opportunities! Learn more here!
531 views0 comments
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?
88 views0 comments
Brookelle Hunter
- Feb 10
- 4 min
12 Steps for Running an Effective Customer Insurance Review Meeting
We simplified the process of a successful customer insurance review appointment for you - follow these 12 steps to increase client retention
645 views0 comments
Brookelle Hunter
- Feb 3
- 4 min
What do Millennials and Gen Z really want from their insurance agents?
Insurance agencies who adapt their growth strategy to focus on millennials and gen z will be far better off than those who don't.
267 views0 comments
Brookelle Hunter
- Jan 26
- 6 min
Not All Customer Insurance Review Programs are Created Equal
Despite all the benefits that come from annual insurance reviews, many agencies struggle to do them effectively due to these common pitfalls
104 views0 comments
Brookelle Hunter
- Jan 18
- 4 min
No Show? Not the end of the world.
Appointments are not the be-all end-all of your customer outreach - discover the other benefits of your consistent client outreach!
114 views0 comments
Brookelle Hunter
- Jan 11
- 3 min
5 Signs It's Time for Your Insurance Agency to Outsource Appointment Setting
Is it time for your insurance agency to outsource appointment setting? Here are 5 indicators that you might need to!
103 views0 comments
Brookelle Hunter
- Jan 6
- 5 min
The 6 Key Components of a Fruitful Annual Insurance Review Program
A lucrative customer insurance review program comes down to 6 critical components. Discover what they are and implement them today!
93 views0 comments
Brookelle Hunter
- Dec 30, 2021
- 3 min
Why Lasting Insurance Agency Growth is More About Your Current Customers than Your Cold Calling
Learn how you can grow your insurance agency by focusing on opportunities within your current book of business!
133 views0 comments
Brookelle Hunter
- Dec 23, 2021
- 4 min
Not Your Typical Blog Post About 2022 Goal Setting (for Insurance Agents)
We've scoured the internet for unique and effective goal setting tips! Read them here and make 2022 a successful year for your agency.
103 views0 comments
Brookelle Hunter
- Dec 8, 2021
- 4 min
Best of The Engagex Blog 2021
Find our top 10 blog posts from 2021 here!
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Brookelle Hunter
- Nov 30, 2021
- 6 min
9 Reasons You’re Not Closing Sales from Your Annual Insurance Review Appointments
Not landing enough sales from customer insurance review appointments? Read more to find out why and get some tips to turn things around!
225 views0 comments
Brookelle Hunter
- Nov 17, 2021
- 4 min
3 Different Ways Annual Customer Insurance Reviews Help You C.Y.A.
Annual customer insurance reviews don't only help increase retention, cross-selling, and referrals. They can also protect your agency! How?
113 views0 comments
Brookelle Hunter
- Nov 11, 2021
- 5 min
9 Ways to Add Value to the Customer Experience & Keep Your Insurance Clients from Price Shopping
Adding value is important but vague. We compiled a list of 9 actionable things you can do to add value to the insurance customer experience
235 views0 comments
Brookelle Hunter
- Nov 4, 2021
- 4 min
Why It's About Time That You Prioritize Your Customer Insurance Review Program
You know that regular policy reviews with your clients help increase retention, cross-selling, and referrals, but what else do they do?
167 views0 comments