Agent Testimonials

See What Other Agents Have to Say About Engagex!

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It’s the Guarantee that Makes Us Different!
If you don’t receive the number of contracted appointments, Engagex will either make up the difference in the following month or provide you with a $15 per appointment credit.

“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

“I found Engagex after my frustration trying other companies. I’ve used Engagex over the past year and have been extremely satisfied. Since starting with Engagex, my production has significantly increased and my frustration (with setting appointments) has disappeared. The cost is a great value and the team at Engagex is readily available and always willing to help. I would recommend Engagex to anyone.”

Bill Gomez – Moorpark, CA

“I’ve been a State Farm Agent for 39 years…25 times Ambassador Life Traveler…2 time President Club Life. Our agency is located in Great Falls, Va. with 3 three team members. Our Agency is using Engagex for scheduling Review Meetings with our clients. Engagex is calling our existing clients that have both automobile and homeowners insurance with us. They are calling the day before to confirm the appointment. We are having tremendous success with clients making their scheduled appointment, requesting that both spouses attend. We are using these meeting to get reacquainted with our customers, reviewing their existing State Farm Insurance coverage and introducing new insurance product options…Life, Long Term Care and Annuities…as part of the retirement and estate planning conversation. Would strongly recommend Engagex with the making of your scheduled client meetings and as a regular part of your Agency’s Growth Strategy.”

G. Stephen Dulaney – Great Falls, VA

“You guys have set all my policy review appointments for five of six years, and I sell half of my policies on them. 50% of my revenue comes from you guys setting appointments for me! That’s a huge statement to put out there, but it’s 100% true.”

Jack Jameson – Casper, WY

“I’ve been using Engagex for over 3 years. They’ve exceeded my expectations and I’m very pleased with the results. The appointments they set for me have helped my office write over 130 life apps, $80,000+ in paid premium and Club Level 3 travel. They are very professional and persistent. Give them a try. You have nothing to lose and everything to gain!”

Manny Viadero – Panorama City, CA

To find out more about the Engagex Appointment Setting Service, visit our info page or call (800) 515-8734 to talk with an enrollment specialist.