Blog | Engagex

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?