FREQUENTLY ASKED QUESTIONS

You’ve Got Questions, We’ve Got Answers.

How many times will you call my customer?

For policy review appointments, we will make up to three attempts to contact each name you provide, leaving a message on the third contact attempt, if necessary.

What Appears on my customer’s caller ID?

It will display your office’s area code and the name of your agency (or carrier). For example, a call on behalf of Jane Brown Insurance, in Denver, would display as BROWN INSURANCE (303) 555-1234. If Jane Brown Insurance was a Farmers agency, it would appear as FARMERS INS, (303) 555-1234.

Will my customer know the call is not actually coming from my office?

It’s rare, but when asked, we acknowledge that the call is originating from your scheduling office.

Do you make appointment confirmation calls?

We confirm policy review appointments one business day ahead of time.

What happens if an appointment “no shows”?

We replace up to 3 no-shows each month at no additional charge. We do ask that you inform a member of the Customer Success team within two business days if a no-show occurred.

Do you guarantee the appointments that you set for me?

If you have provided us with the number of names we ask for, we guarantee we will schedule at least as many appointments that you have requested.

What if I need to reschedule an appointment that Engagex has set for me?

Just let a member of our Customer Success team know and we will reschedule for you at no additional charge.

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