Engagex Appointments

Policy Review Appointment Setting For Insurance Agents. 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. 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. • Conducting 20 Policy Review Meetings each month can produce $145k in added commission. • Agents who conduct Policy Review Meetings write 72% more policies than those who don't. • On average, each Policy Review Meeting produces 1.7 writable opportunities for an agent!