(800) 515-8734

If you lack capacity in your office, we’ll make phone calls for you.

Team Members

The demands placed on an insurance agency often leaves outbound calls at the bottom of the to-do list. As a result, proactive customer outreach rarely gets made. That’s where we can help. Our team of professional phone representatives will call on your unique campaigns and engage with your customers over the phone so you can save time, money, and resources. Using the Engagex Dial Platform as the engine, simply assign your campaigns to an Engagex Team Member for calls to be made.

Getting Started with an Engagex Team Member is Easy

1

Create a call campaign in the Engagex Dial Platform

2

Upload your client list

3

Assign your campaign to an Engagex Team Member to complete the calls

4

Track metrics, listen to call recordings and review the campaign status until its complete

Features

Caller ID Matching

After Hours Calling

Appointment Reminder Calls

English and Spanish Callers

No long-term contracts

Pricing

Because the Engagex Team Member service is powered by the Engagex Dial Platform, you must enroll with both services for our team to make calls for you.

1

Engagex Dial Platform Pricing

STANDARD FEATURES

Monthly Plan

$119 /mo

Billed Monthly

Annual Plan

20% Savings

Billed Annually

Web-based Interface

Call as Your Own Phone Number

Unlimited Campaigns

Customized Calling Queues

Script Housing

Access from Anywhere

Additional Users on Account - $49/month

STANDARD FEATURES

Monthly Plan

$119 /mo

Billed Monthly

Web-based Interface

Call as Your Own Phone Number

Unlimited Campaigns

Customized Calling Queues

Script Housing

Access from Anywhere

Additional Users on Account - $49/month

STANDARD FEATURES

Annual Plan

20% Savings

Billed Annually

Web-based Interface

Call as Your Own Phone Number

Unlimited Campaigns

Customized Calling Queues

Script Housing

Access from Anywhere

Additional Users on Account - $49/month

2

Engagex Team Member Pricing

STANDARD FEATURES

$1.25 per call

Billed Monthly

Custom Script

Call as Your Own Phone Number

On-demand as Needed

Current Customer Campaigns

Prospecting Campaigns (not offered at this time)

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 Team Members

The Engagex Dial Platform

The Engagex Dial Platform is a web-based software that helps insurance teams to create, organize, and conduct outbound calling campaigns. The platform allows you to make calls from anywhere, directly from the web without any special hardware or installations. Assign multiple callers to a single campaign, unify notes, and track caller progress, off from the easy-to-use interface.

Web-based dialer

No software download or hardware integration required.

4X more efficient than a desk phone

Call more efficiently than ever before by organizing your data and having the platform serve up your next call.

Work on the same campaigns

Assign one or multiple users to a single campaign or to multiple campaigns, the platform keeps them all organized and integrates your notes.

Make calls when it’s best for your team

With an efficient dialer and superb data organization, starting and stopping on a campaign is easy. Your team will always pick up where they left off.

Agent portal features

Ready for the next step?