Our Service

We have spent years developing processes and systems that make us super effective at setting appointments. We call your existing clients and schedule appointments for policy review meetings so you can sell more business. Frankly, we are just more efficient and affordable than any other method for scheduling appointments.

As the industry leader, our service is packed with features and benefits not available with any other provider.

Features of our Service

Guaranteed Appointment Packages

Caller ID Matching

After Hours Calling

Appointment Reminder Calls

Generous No-Show Policy

English and Spanish

No Long-Term Contracts

Dynamic Agent Portal

Retention Alert Emails

Important notice
Engagex Appointment Setting Service is designed specifically for calling your current customers. We do not offer non-customer appointment setting or lead prospecting services.

We Use a Team Approach

Some vendors assign a single caller to servicing your account. At Engagex, we take the team approach. Why?

It’s Less Expensive for Customers

Our proprietary software enables us to efficiently spread our volume of calls over hundreds of callers without compromising quality. The result: better value for your agency

Your Account Never Has Any Downtime

With the team approach, we ensure that our company is always working on your behalf. Besides, assigning a single caller leaves you subject to all the problems of handling your calls in house. What if your caller is sick or takes a leave of absence? How about if they are simply a bad caller and struggle to make the dials? In our experience, the team approach is the only way to go.

Want to know more about our team of appointment setters?

Learn More
Engagex vs. In-House Calling
Features Engagex In-House Calling
After Hours Calling
Team Approach
No Employee
Caller ID Matching
10+ Years Experience
Automatic Reports
Corporate Subsidy
Want to find out how much it will cost you to set your appointments in-house?

Try Our In-House Cost Calculator