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The advice that I would give is that you have to do it...If you're doing the retention piece right, and setting up your appointments, being prepared for them and everything else, in the end, it yields growth and sales.
Fabio Soto
Insurance Agent

Dennis A.
Insurance Agent

I have had a very good experience with Engagex in setting up insurance review appointments...Matter of fact, I've had better responses from my clients from their calls than I've had in the past when I've used my own office staff. The Engagex team makes our clients feel that they're hearing from us, yet their presentation is persuasive in a non-invasive way. They are also persistent in following-up the day before the appointment to remind and confirm. Their website calendar feature is an excellent and interactive way to plan when appointments are desired, to know what's been scheduled, and to make changes or to overlay your own in-house appointments into time slots that were previously blocked-out for Engagex. I definitely recommend Engagex to agents who want to be proactive in taking care of client needs, expanding their clients' book of business, and encouraging referrals.

Linda B.
Insurance Agent

My calendar stays full all month with appointments for myself and my team. We are able to help more policyholders and their response is always: "It was really rewarding meeting with my agent, I feel cared about and I'm not just a number". The positive feedback from my policyholders means a lot to me. My team and I have been able to build better relationships and sell more protection than ever before. Thank you Engagex!

Lisa B.
Insurance Agent

I have been using Engagex successfully for several months. For the past 20 years, I've used a team member to do this for me. What I’ve found is using Engagex is a MUCH more efficient use of time and money. We have a consistent touch base on all of our renewals and even if they don’t want to come in, it’s a much needed touch for retention.

Wallace B.
Insurance Agent

I've been using Engagex for going on 3 years now. They do a great job of not only setting the appointment, but also confirming the appointment. I have no complaints and would recommend them to any business owner interested in growing their business.

Valerie C.
Insurance Agent

Engagex has been very instrumental in assisting my office with appointment setting for insurance and financial reviews. They have also helped me to retain business by leaving me an email message of those clients who may be shopping around. It has been a pleasure to work with them.

Mark C.
Insurance Agent

I've only worked with Engagex for 3 weeks but must say they come thru on their promises. Especially during this critical time period, it is so important to reach out to our clients to let them know we do really care about their well being. I have doubled the amount of appointments I'd like and they have not missed a beat. I highly recommend their program and wished I had started with them years ago.

Caroline D.
Insurance Agent

I would highly recommend Engagex for appointment setting. They are a great virtual extension of my physical office. My customers really appreciated us offering appointment times to review their accounts in person. Engagex has been a major help with retention!

Tom B.
Insurance Agent

Engagex is always consistent and is excellent at booking client appointments. I have been using their services for about 2 years and am a happy client!

Cecil B.
Insurance Agent

I have been using Engagex for about two years now. I am thrilled with how they keep my calendar full of appointments. I also appreciate how they follow up to confirm the appointment and keep me informed.

Lee C.
Insurance Agent

Engagex continues to provide our team with a great appointment setting service and excellent customer service when navigating obstacles!

Todd D.
Insurance Agent

Engagex provides a great opportunity for companies to stay in contact with their clients without bogging down your entire staff to do so. Use their resources, as an outbound retention center, for more appointments and building deeper, more profitable relationships with your customers.

Ric B.
Insurance Agent

Engagex is great to work with. Outstanding service and they get results.

Hunter B.
Insurance Agent

Engagex has gone above and beyond for us at State Farm and I appreciate everything you do!

Cary C.
Insurance Agent

Engagex does a great job setting IFRs for us! They are also great communicators.

Zach C.
Insurance Agent

Engagex helps fill my calendar when I don't have time to. I've always been told to outsource as much as I can and Engagex helps fill that void. I highly recommend this service to stack your calendar for success!

Diane B.
Insurance Agent

Just completed my first month with Engagex and it is great! I love the ease of their website and the follow-up they have with reminders.

Jamie B.
Insurance Agent

This has been a very efficient process to make sure I am offering a review to all of my insureds.

Riz M.
Insurance Agent

Superior and excellent customer service. They made my appointments and followed up with my clients. Very satisfied at this point!

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Contact Us

(800) 515-8734
511 East 1860 South
Provo, UT 84606

Testimonials