• Brookelle Hunter

The Engagex Agent Portal - Take Control Over Your Appointment Setting

Updated: Mar 29



When trusting an outside vendor with your business, it’s totally natural to have a desire for control.


At Engagex, our main focus is to give you and your customers the best experience possible.


Our Agent Portal gives you all the tools necessary for you to have control over your customers’ experience.


Here are the key features of Engagex’s agent portal that makes our services the smoothest in the industry.


Online Calendar & Adjustable Appointment Times

When using an appointment setting service, you will need to be on the same page with the vendor about when these appointments will take place.


With Engagex’s agent portal, setting up your calendar is as simple as checking a box - literally.


At any time if you wish to add or remove extra appointments, simply check or uncheck the appointment time.


If you will be out of town and can’t take any appointments on a specific day, you can implement a black out day.

Computer screen of an insurance agent's calendar on the Engagex agent portal.

Sometimes your customers will request a meeting on a day and time that is not pre-approved on your calendar.


In this situation, our callers will send a schedule conflict, which you can approve, decline, or suggest an alternate appointment time with a single click.


This information will then immediately return to the caller, giving them the opportunity to reach back out to your client as soon as possible.


You can also choose whether or not to make phone/virtual appointments available.


Lastly, the Agent Portal provides the ability to create custom calendars for each staff member in your office who has been trained to conduct policy review appointments.


View Appointment Setting Progress in Real Time

The Agent Portal, provides you with real time data regarding your clients.


On your dashboard, you can see how many contacts from your list have yet to be contacted.


You can also see the number of calls made and the number of appointments set for the month.


Custom Reports

Insurance agency staff use the Engagex portal to set appointments and run reports.

Along with providing you real-time data, the portal also has a way for you to easily run and export a report of every call that was placed for each contact, the time that it was made, and most importantly, what was said and done.


This detailed information allows for transparency so you know that calls are being made.


It also provides an opportunity to see wrong numbers and DNC requests.


The more you know, the more you can do to grow your agency.

Custom Landmarks & Notes

One simple yet powerful factor of the portal is the ability for you to insert custom landmarks near your office.


This feature arms Engagex callers with information to make their calls more personal and effective.


Callers can confirm with your appointments that they know where your office is located and help reduce the no-show rate.


It may seem like a small feature, but it’s one that has proved very helpful to many agents.

Call center agent scheduling appointments for insurance agents.

The portal also has a notes section specific to your agency.


You can let us know that clients will be meeting with the agent or a licensed staff member or even if you’ve recently taken over a book of business.


With this information, our callers can clearly communicate these important details with your clients.


Securely Upload & Update Customer Lists

With the Agent Portal, we have made the list upload process simple and easy to use by implementing a drag-and-drop capability.


You can add new customer lists by simply dropping your spreadsheet file into the platform.


Our system will automatically compile the information and distribute to our trained callers who will immediately begin reaching out to your contacts to set appointments.


You may rest assured that the portal is secure and your customer’s information will be protected.


The Engagex App

Hand holding a smart phone that has the Engagex App on it.

Our Engagex App makes it even more convenient for you to manage your calendar, check progress, respond to schedule or location conflicts, and more on the go!


The only thing you can't do through the app is uploading your client lists.


It's available on the App Store and Google Play Store.


With these tools and an easy to use interface at your disposal, appointment scheduling with your clients can become a consistent and smooth process.


The Agent Portal gives you the freedom to focus on your clients, and gives Engagex the responsibility of making sure you have appointments set and ready to go.


Contact us to receive a demo of the agent portal and see how it can make your appointment setting process more consistent and stress-free.



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