Blog | Engagex

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...

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.

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?

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.

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.

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 -

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.

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.

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?