Engagex is a Farmers approved vendor for FFR appointment setting. We help agents meet with their existing customers for FFR meetings so they can cross-sell policies and improve customer retention. Get the benefits of FFR meetings without spending time on the phones.

1. FFR Appointment Setting

2. Who is Engagex? What do We do?
• We are a Farmers approved vendor
• We contact your existing clients to set up
FFR appointments on your behalf
• We handle all the appointment setting phone
calls and fill your calendar with
appointments without you or your staff
spending time on the phones

3. How it Works
1. Select a package that fits your needs
2. Set up available appointment time slots in our agent portal calendar
3. Upload a list of customers for Engagex to contact by the 10th of
each month (Example: Life Propensity List)
4. Engagex calls your customers and sets appointments during your
available time slots
5. Engagex emails you the appointment info that includes an Outlook
attachment for your office calendar
6. Engagex makes a reminder call the day before the appointment

4. Engagex Appointment Setting Overview
• Cost Share Eligible
• English and Spanish Callers
• Caller ID Matching (Or partial matching)
• User-Friendly Agent Portal
• After Hours Calling
• No-Show Replacement Policy
• Guaranteed per Appointment Packages
• Variety of Package Options to Fit Your
Agency’s Needs

5. Why FFR Meetings?
In a survey of agents who use our services,
• 94.7% reported that they conduct review
meetings because they result in improved
retention rates.
• 94.7% reported that review meetings uncover
new cross-sell opportunities (an average of 1.7
new sales opportunities per meeting).
• 57.9% reported that review meetings result in
more referrals.

6. Why Utilize Engagex’s Services?
1. Cost Effectiveness
2. Staff Management
3. Convenience & Consistency

7. 1. Engagex is Extremely Cost Effective
• When considering hiring, training, management,
benefits, and wages, it costs about $34.00 per
appointment for a staff member to set
appointments.
• Engagex charges an average of around $12.50
per appointment, after cost share and depending
on your package.

8. 2. Engagex Eases Management Efforts
• Training & Management – Outsourcing appointment setting
means you don’t have to manage another employee making
calls or try to rearrange your staff members’ workloads to make
time for calls. We’ll handle the hiring, training, and calling. Plus,
you don’t have to hire and fire employees when you want to
start or stop service. We can start and stop quickly for you.
• Hours of Operation – In-house staff members call during office
hours (9:00-5:00). Your clients are usually more available in the
evening hours. Our standard calling hours continue well after
business hours so we are able to contact more clients,
producing a higher success rate.

9. 3. Engagex Provides FFR Consistency
You already understand the value of FFRs and know how to
successfully conduct them. It is a lot easier to conduct meetings
consistently when appointments are being set for you. We put
appointments on your calendar with minimal effort of your part.
• Time Off – We utilize a team calling approach to ensure your
appointment setting never gets put on hold due to sick leave,
vacation, or employee turnover.
• Workload – When your office has a busy week, outbound
calling will be one of the first activities put on the back burner,
thus stopping the steady flow of appointments. We consistently
set appointments so you can continue to uncover new sales
and improve client retention week after week, month after
month, all year long.

10. Agency Staffing vs Engagex
Agent’s Office Engagex
• Hours of operation:
9 a.m. to 5 p.m.
• Requires recruiting, hiring,
training & managing
• Turnover, sick leave,
vacation
• Outbound calls can be the
first thing to get pushed
aside
• On average $1,040/ mo
(20 hour part time
employee)
• After hours calling
• No training to start
• No vacation or sick time
• Manage reschedules/ no-
shows
• Currently at the 20 Appt
package - $249.50/
Month
• Savings of $790/ month

11. Recent Study Results
A recent study shows:
• Agents using Engagex produced 60-
72% more than their peers.
• Increased their own production by
up to 142% compared to the same
time period before using Engagex.

12. 2018 Pricing
Guaranteed per Appointment Packages
Per Name Packages

13. Call for Enrollment
(800) 515-8734
engagex.com
info@engagex.com