Engagex, based in Provo, UT, offers a comprehensive AgencyThrive program designed to help insurance agencies drive new revenue from existing customers through effective customer insurance reviews. Their services include appointment setting for customer insurance reviews, with guaranteed monthly appointments and personalized retention alert email notices.
With a focus on maximizing revenue from current clients, Engagex provides free training videos and resources to help agencies implement successful customer insurance review processes. Their approach aims to help insurance agents stay top of mind with existing customers and reduce client cancellations by offering tailored appointment scheduling solutions.
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