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Write more policies and retain more business by meeting with your customers.
 

OUR SIMPLE APPOINTMENT SETTING PROCESS

With over a decade of experience, our process and technology are the best in the industry.  We have packages and pricing to meet any agency's budget - and our ongoing support can't be beat.

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Select an Engagex Package

Set available times in the calendar of our agent portal

Upload your client list

Get appointments and meet with your customers

 

FEATURES

Caller ID Matching

After Hours Calling

Appointment Reminder Calls

English and Spanish Callers

No Long-Term Contracts

Call until we set a guaranteed # of Appointments

Call # of Customer Names Provided

Caller ID Matching

After Hours Calling

Appointment Reminder Calls

Retention Alert Email Notices

Generous No-Show Policy

English & Spanish Calling

No Long-Term Contracts

Dynamic Agent Portal

Human Support

50 CUSTOMER
NAMES/MONTH

10 APPOINTMENTS/
MONTH

15 APPOINTMENTS/
MONTH

25 APPOINTMENTS/
MONTH

$295 / MONTH

$355 / MONTH

$495 / MONTH

$745 / MONTH

PRICING

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Discounted and Subsidized Pricing

We've got agreements with many of the largest P&C carriers in the nation.  Talk to an Engagex rep to see if you qualify for discounted or subsidized pricing.

Meet our Appointment Setters

Jaycee W.

Jaycee is one of our awesome team leads.  In her spare time, she loves to do watercolor and she loves to bake.  Her dream job is an interior designer, and an item on her bucket list is swimming with sharks!  We’re so glad to have her on our team.
“I love the work environment here at Engagex!  Everyone is so friendly and fun.”
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Listen to an example call from one of our appointment setters!

AGENT PORTAL FEATURES

The Engagex Portal is a dynamic tool that allows agents to manage every element of the appointment setting service. From quickly adjusting available meeting times to pulling comprehensive reports, everything about our portal is designed to make working with Engagex as easy and transparent as possible.

Agent Dashboard

Keep track of how many appointments we've set and how many names are left to call.

Agency Management Tools

Manage everything from calendar availability to deciding which staff member will be meeting with your customer.

Comprehensive Reporting

From a quick glance to a deep dive, our reporting tool allows for you to see every interaction we make with your clients.

Easy & Secure List Upload

Uploading a file has never been easier.  Simply drag and drop your list of customers into the portal and we'll handle the rest.

Get the Engagex App!

No time to log into your agent portal?  No problem.  Download the Engagex App from the App Store or Google Play to have complete access to your Engagex account from your mobile device.
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Ready for the next step?