Policy Review Appointment Setting
For Insurance Agents
As an agent, you’ll write more policies and retain more business by conducting Policy Review Meetings with your customers.
At Engagex, we set up those meetings for you.
It’s a niche…and we love it!
No doubt about it, setting appointments for policy review meetings is an industry niche. But the hardest part about implementing a policy review system in your agency is getting your customers in front of you. We set hundreds of thousands of appointments each year for agents and our results speak for themselves.
Our Appointment Setting Service
With over a decade of doing what we do, 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. Simply put, we make it easy, seamless, and cost effective for you to grow your agency by giving you selling opportunities with your customers.
Our Simple Appointment Setting Process:
- 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
- Caller ID Matching
- After Hours Calling
- Appointment Reminder Calls
- English and Spanish
- No Long-term Contracts
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
Andrew is an awesome and hardworking person and employee. He enjoys playing the trombone, wrestling and programming. He wants to travel to China someday. His favorite quote is, “Everybody is a genius. But if you judge a fish by its ability to climb a tree, it will live its whole life believing it’s stupid.” (Albert Einstein)
When she’s not at work or school, Larissa enjoys reading, violin, volleyball and spending time with friends and family. She’s cheerful, motivated, and fun-loving. She would love to master a foreign language someday.
"Working at Engagex has provided me with so many opportunities to learn communication skills, learn how to be a hard worker and a successful employee, and develop friendships. The atmosphere here is so friendly and relaxed. Our supervisors are always helpful and willing to work with us. Engagex provides amazing pay, flexible hours, and great learning and growth opportunities."
As a Spanish speaker, I love to speak with customers in their native language. I can tell that it helps them to feel valued and I'm confident that it deepens the relationship with their agent.
Fun, diligent and creative are just a few words that describe Dan. He’s a great asset to our team. Some of his hobbies include video creating, basketball, hiking, travelling, and eating.
"I really like the work environment at Engagex. Management members know me by name and they help me feel comfortable being here. They are always so positive and encouraging and they help motivate me to perform at the highest level and reach my goals."
Alex is personable, passionate, and determined. He enjoys sports, fitness, and hiking. Something on his bucket list is to attend a super bowl game. Alex is one of our most reliable employees.
"I like being able to set my own schedule while having flexible hours. I also love working with the people around me."
Sydney is kind, social, and fun. Some of her hobbies are shopping, watching movies, playing card games, and trying different ice cream shops. One day, she would love to travel to Bora Bora. She says that her dream job is an event planner. We are grateful to have Sydney working with us.
"I love the flexibility I get working here so I can attend college. I also love the employees I work with."
Agent Portal Features
The Engagex Agent Portal is a dynamic tool that allows agents to manage every element of their appointment setting service. From quickly adjusting available meeting times to pulling comprehensive reports, everything about our portal was designed to make working with Engagex as easy and transparent as possible.
Don’t have a process for Policy Reviews in your agency? No Problem!
Sign up for our FREE Agency Thrive training program to watch videos and download worksheets that will help take your agency to the next level.
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