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

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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.

Our Simple Appointment Setting Process

1

Select an Engagex Package

2

Set available times in the calendar of our agent portal

3

Upload your client list

4

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

Pricing

50 Customers Names / Month
10 Appointments / Month
15 Appointments / Month
25 Appointments / Month
$295 / Month
$355 / Month
$495 / Month
$745 / Month

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 Customers Names / Month
$295 / Month

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

10 Appointments / Month
$355 / Month

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

15 Appointments / Month
$495 / Month

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

25 Appointments / Month
$745 / Month

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

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

Listen to a real 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 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 List Upload

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

Agent portal features

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.

Get Engagex App

Ready for the next step?