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.
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Brookelle Hunter
- Jan 15, 2021
- 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.
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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...
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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?
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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.
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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.
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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 -
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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.
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- 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.
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- Aug 13, 2020
- 3 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?
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