At Engagex, we have over a decade of experience working with insurance agents and have been able to identify what makes an agency successful. We’ve developed a program to share our knowledge with you called The Agency Thrive Program. The Agency Thrive Program is a bundle of products and services intended to help you improve the value of your insurance agency.

What is the
Agency Thrive Program?

• Services that build the value of your insurance agency
• Most effective method for uncovering new sales opportunities
• Proven program to improve client retention rates
• Continual source of new policy sales and revenue

What’s Included in the Program


Policy Review
Appointment Setting

We have spent years developing processes and systems that make us super effective at setting appointments. We call your existing clients and schedule appointments for customer insurance review meetings so you can sell more policies. Frankly, we are just more efficient and affordable than any other method for scheduling appointments.


Resource Documents
& Worksheets

As you work to implement a customer insurance review program, you will find that using these documents make your office more organized and your customer meetings more effective. Get access to documents like a customer needs assessment form, a customer insurance review checklist, and more.


Customer Insurance
Review Training

Get exclusive access to training videos to walk you step-by-step through the basics of conducting customer insurance reviews properly, so you can gather the necessary information to sell new policies. Learn the process used by the nation’s most successful agents, train your new staff members, or just refresh your knowledge.

get the latest agency tips & tricks…right in your inbox.

Appointment Setting for Insurance Agents

Customer insurance review meetings provide the perfect opportunity for you to gather valuable information by reviewing customer needs and coverage. This information fuels future sales opportunities. Agents who regularly meet with their current customers write up to 72% more policies than agents who don’t. We make meeting with a large volume of your customers easy by setting the appointments for you.

Setting appointments is as easy as 1, 2, 3!

1. Select an appointment package that fits your needs.
2. Enter your times of availability in the agent portal calendar.
3. Upload your client list to the agent portal.

Featured Benefits:

When we call, the caller ID displays your agency name along with your local area code

Our callers use a script approved by major corporate offices

We offer replacements for appointments that no-show

We provide standard services in English and Spanish

We make reminder calls the day before each appointment

Our one-of-a-kind agent portal puts you in control of managing your schedule conflicts, appointment times, customer names, and program success

Many corporate offices offer a subsidy or cost sharing for our services to make them even more affordable

Customer Insurance
Review Training

Over the years, we have worked with thousands of insurance agents and have used their feedback and advice to develop a training program for insurance agents. We are endorsed by some of the largest insurance companies in the world because we share an understanding of what makes agents successful.

Featured Benefits:

Receive instant access to in-depth training videos on the agent portal anytime, anywhere.

We’ve worked with thousands of insurance agents and have found that our training program is the most effective way to sell new policies.
The techniques included in our training naturally improve your relationship with your clients and prove your value to them, thus improving their retention.
Our training explains the elements of an effective referral program and how to implement it.
Use our training videos to train your office staff. The principles in the videos are applicable to any professional who handles customer policies in any way, regardless of their experience level.
When implemented properly, The Agency Thrive Program is sure to improve the overall value of your agency by increasing total revenue and retention rates.

Insurance Tools
& Worksheets

To be as effective as possible when conducting customer insurance review meetings, you should have a set process in place. To help you in that goal, we have created several documents and worksheets to make your communications with clients run more smoothly.

Featured Tools & Worksheets:

Send to your clients before your meetings to assess their needs and get them in the buyer mindset.
Review the principles found in your training videos anytime with a summary document.
Get a few basic ideas for your referral program.
Find all the resources you need to implement the program successfully in one convenient online portal.
Keep track of the steps you need to take to successfully run The Agency Thrive Program with a timeline/roadmap.
Gather all the information you will need to successfully service your customers’ policies and identify new sales opportunities.
Check off tasks that have been completed for your clients so you can always get the most out of your meetings.
Get tips and tricks on how to improve your agency’s value on our blog specifically designed for insurance agents.

Are you ready to transform your agency?

Agency Thrive Program Packages

  • Starter Package
    $249 month
    • Policy Review Training
    • Tools and Worksheets
    • 50 Names Appt. Setting
  • Mid Book Package
    $449 month
    • Policy Review Training
    • Tools and Worksheets
    • 100 Names Appt. Setting

Please note that for some carriers, we provide other package options. Some carriers provide subsidies or discounted pricing for their agents to buy appointment setting services, so your actual price may be lower than shown above. To get detailed information, please contact us.

Contact Us

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