Engagex for Insurance

At Engagex, we have one goal – to provide insurance agents with a consistent stream of upsell and cross-sell opportunities. The most effective way to write new policies is to meet with your customers on a regular basis for customer insurance review meetings. In fact, agents who meet with their customers annually write 72% more policies than agents who don’t. That’s why we provide the support we do.

Our appointment setting services take the hassle of appointment setting off your plate so you can focus on making your customer meetings as effective as possible. Our world-class contact center, quality workforce, and cutting edge technology make Engagex the vendor of choice for some of the nation’s most successful insurance agents.

Our consistently updated resources library provides educational videos, articles, and other assets to teach you the skills you need to implement a successful customer insurance review program. By taking these tips and tricks to heart, you will find that your agency is more easily able to obtain referrals, upsell customers, and improve client retention.