Our Agent Portal Keeps You in Control

computer screen displaying engagex agent portal

Cutting Edge Technology that Defines the Agent Experience

At Engagex, we have developed the best tools in the industry to give you control, flexibility, and visibility into the services we provide. Our dynamic agent portal includes features to allow you to:

 View Appointment Setting Progress in Real-Time
 Manage Available Appointments in Your Calendar with a Single Click
 Drag and Drop to Upload New Customer Leads
 Create Custom Reports of Any and All Actions
 View Training Videos and Resources
 Access Customer Insurance Review Documents and Worksheets

Agent Dashboard

Find all of your critical stats in just one place.  At a glance, the Engagex Agent Portal Dashboard will tell you everything you need to know about the success of your program.  From seeing how many appointments have been set up for you in the month to resolving schedule conflicts, it’s all right here.

screen shot of engagex agent portal dashboard tab

Office Calendar

Its’s the easiest and most intuitive calendaring tool on the market. Quickly manage which days and times you will be available for appointments by creating a default calendar. Then, adjust the default calendar as needed by simply dragging the appointment time. Customizing your calendar by adding, deleting, and blacking out days has never been easier.

Have multiple offices with multiple agents? No problem. Our calendaring tool makes it simple and easy to create default calendars for each user under a single login. Quickly toggle between calendars to see all the appointments set for your group.

screen shot of engagex agent portal calendar tab

Customer Manager

Efficiently managing your customer leads is the most important element to being successful with an appointment setting program – and the Engagex Agent Portal makes it simple. Through easy-to-use features like drag-and-drop list upload, searchable customer records and lead recycle you’ll have control over your leads like never before.

The Engagex Agent Portal also makes it easy to remove any leads from your lists, on-the-fly, to give you the power to keep your list clean and compliant. Want to track wrong numbers or completed leads? Easy! All list performance metrics are displayed in real-time for quick access and complete visibility.

screen shot of engagex agent portal leads manager tab
screen shot of engagex agent portal files upload tab

Custom Reports

Engagex is committed to providing complete transparency for our customers as they use our appointment setting service. The reporting feature in the Engagex Agent Portal is designed to give you up-to-the-minute results for your current month of service as well as instant access to all prior months. With our easy-to-use reporting tools you’ll always know what we are doing on your behalf.

screen shot of engagex agent portal reports tab

Resource Center

If you’ve signed up for The Agency Thrive Program, you have access to training videos and resource documents. The resource center makes these videos and worksheets easily accessible to you and your office staff.

“Are you looking to fill your calendar with appointments? Hire Engagex as your next caller/appointment setter! Forego all the headaches of hiring and managing someone – let Engagex manage ALL of that for you – while filling your calendar with client appointments. I have personally used the service for about 18 months now. Hiring Engagex was by far the best decision I made in implementing a process for regular follow-up and Annual Reviews. You decide who you want called – send them a list of those folks – and just watch your calendar fill!”

Tanya Patzner – Omaha, NE