Engagex

What Engagex does

Engagex is a privately held, Provo, Utah-based B2B services company that performs outbound appointment setting for U.S. property-and-casualty insurance agencies. Founded around 2004-2006, Engagex contacts an agency's existing customers on its behalf and schedules Customer Insurance Review appointments (virtual or in-person), enabling agents to focus on selling and servicing rather than cold-call outreach. The company's named customer base consists of thousands of SMB insurance agents and agencies that engage the service via direct website enrollment and phone-based sales consultation. The service is complemented by three touch points on the marketing side: a free Custom CIR Plan lead-magnet, the five-module AgencyThrive video training program, and an extensive insurance-industry blog that drives organic acquisition.

The company's technology stack is centered on its proprietary Dynamic Agent Portal, a web-based platform where agencies manage calendar availability, upload customer lists, view call-disposition reports, and access retention alerts. Calling-side features include automatic list scrubbing with a configurable 0-36 month lookback, click-to-call dialing (operationally benchmarked at 40-50 dials per hour per caller), caller ID matching, after-hours calling, and automated/human appointment reminder calls to reduce no-shows. There is no mobile app, no public API, and no documented third-party integrations outside of the Dynamic Agent Portal; AI capabilities are not part of the core product. The October 2025 partnership with e& Enterprise and Salesforce represents an early move toward embedding Engagex inside a broader, Salesforce-hosted CX stack for the UAE market, distinct from the U.S. P&C core.

Engagex generates revenue primarily through four tiered monthly subscription packages priced at approximately $330, $545, and $810 per month (plus a fourth mid-tier), with guaranteed minimum appointments per month and no long-term contracts. The effective realized price is often lower because many of the largest U.S. P&C carriers subsidize the service for affiliated agencies, functioning as a third-party channel/ecosystem that lowers acquisition friction. An AgencyThrive training program is offered free of charge, operating as a freemium lead-generation channel rather than a revenue stream. The business is privately financed (no venture or institutional funding rounds disclosed), operates from a single U.S. headquarters, and is incorporated in Nevada. Customer concentration is intentionally diffuse across thousands of SMB agencies, and Engagex itself markets the platform primarily through content marketing, organic search, and direct sales rather than a partner reseller channel.

Name

Engagex

Legal name

Engagex

Website

https://engagex.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Engagex is a U.S.-based B2B appointment-setting service that contacts existing customers of property-and-casualty insurance agencies and schedules Customer Insurance Review meetings, enabling agents to drive retention and cross-sell through a proprietary web portal on tiered monthly subscriptions.

Ownership category

akta.pro rank

Product category

Insurance Appointment Setting Services

NAICS

Other Insurance Related Activities (52429), Agencies, Brokerages, and Other Insurance Related Activities (5242), Telemarketing Bureaus and Other Contact Centers (561422)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance Leads, Introducers & Referral Networks (FSAEAMAB)

akta.pro secondary industry

Customer Experience (CX) & Journey Strategy (MPAAAFAI)

Keywords

• Insurance appointment setting
• Customer insurance reviews
• Outbound calling services
• Insurance lead generation
• Agency retention services

Headquarters

HQ city

Provo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Appointment Setting Subscription Services: Engagex generates revenue through monthly subscription packages for insurance agencies. Agencies pay a flat monthly fee for a guaranteed number of customer appointments set each month. The company offers four pricing tiers with varying appointment volumes and customer name allowances. Additional revenue comes from carrier-subsidized pricing arrangements where insurance carriers offset part of the cost for agencies using Engagex services.
2. AgencyThrive Training Program: The AgencyThrive program is offered as a free educational resource, functioning as a lead generation and brand authority tool to attract new agency customers to Engagex's paid appointment-setting services.

Pricing tiers

Go-to-market motion3 records

Distribution channels1 record

Marketing channels7 records

Core offering

Engagex provides outbound appointment-setting services for insurance agencies. The company contacts an agency's existing customers by phone to schedule Customer Insurance Review (CIR) appointments, which agents then conduct either virtually or in-person to drive retention, cross-selling, and policy coverage reviews. Deliverables include guaranteed monthly appointment volumes delivered through a specialized calling team supported by Engagex's proprietary Dynamic Agent Portal.

Product overview

Engagex offers a suite of appointment-setting services and training programs for insurance agencies. The core product is Insurance Appointment Setting, where Engagex contacts an agency's existing customers to schedule Customer Insurance Review appointments. Supporting the core service are the Agent Portal for managing appointments and reports, the AgencyThrive Program (free video-based training), and a Custom Insurance Review Plan tool. The company has been in operation for nearly 20 years and focuses on helping insurance agencies retain customers and increase policy coverage through systematic outreach.

Differentiator

Problem solved

Functional benefit

Products and services

• Insurance Appointment Setting Outbound calling service for insurance agencies in which Engagex contacts an agency's existing customers and schedules Customer Insurance Review (CIR) appointments, either virtual or in-person. Includes guaranteed monthly appointments, no long-term contracts, Caller ID matching, after-hours calling, retention alert email notices, English and Spanish calling, and no-show replacement appointments.

Quantifiable outcome

• 85% close rate on cross-sold policies from existing customers vs. 5% for internet leads
• +9 more outcomes

Named customers10 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Two partnerships are on record, tiered minor and core.

• e& EnterpriseminorGTM or Marketing Partner · 9 October 2025e& Enterprise (a division of e&, formerly Etisalat Group) has partnered with engageX to integrate Salesforce's CRM suite with engageX's customer experience capabilities. The partnership aims to enhance service quality across the UAE's public and private sectors by combining Salesforce's CRM with engageX's CX platform, creating a locally hosted comprehensive CX platform for faster, personalized customer interactions.
• P&C Insurance Carriers (Subsidized Pricing Partners)coreGTM or Marketing PartnerEngagex has agreements with many of the largest P&C (property and casualty) insurance carriers in the United States to provide discounted or subsidized pricing on its appointment-setting services to agencies that represent those carriers. These carrier-subsidy arrangements reduce the cost barrier for agencies to use Engagex services and expand the company's addressable market.

Scale indicators11 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Televero: Televero provides outbound appointment setting and live transfer services primarily to insurance carriers and agencies. It is the closest direct competitor to Engagex in P&C/life insurance appointment setting.
• EverQuote: EverQuote operates an online insurance marketplace that connects consumers with carriers and agents via inbound leads. It addresses the same insurance agency customer base as Engagex, but on the consumer-acquisition side rather than the existing-customer review side.
• MediaAlpha: MediaAlpha is a customer acquisition platform for insurance and other verticals, providing lead-generation technology to carriers and agents. Comparable to Engagex in serving insurance distribution economics, though focused on lead aggregation rather than human-powered appointment setting.
• Smith.ai: Smith.ai provides 24/7 human-powered call answering, lead intake, and outbound outreach as a service to SMBs including professional services firms. Its outbound calling and lead-qualification model overlaps materially with Engagex's human-powered appointment setting.

Broad incumbents

• QuinStreet: QuinStreet is a large public performance-marketing and lead-generation company with significant insurance vertical exposure. It competes with Engagex indirectly by providing insurance agents and carriers with online leads and marketing technology.
• HubSpot: HubSpot provides a CRM and marketing/operations platform with scheduling, list management, and workflow automation used by insurance agencies. It is an indirect substitute for parts of Engagex's Dynamic Agent Portal as agencies increasingly adopt CRM-native scheduling.

Emerging players

• Invoca: Invoca provides AI-driven call tracking, conversation analytics, and inbound/outbound call optimization for enterprise marketers. It overlaps with Engagex in the call-center technology layer (caller ID matching, disposition tracking) rather than the services layer.
• Assurance: Assurance is a digital insurance brokerage platform that uses technology to match consumers with agents and policies. It shares Engagex's customer base (insurance agencies/agents) but operates as a consumer-facing distribution platform rather than a B2B services vendor.
• OutboundEngine: OutboundEngine provides automated marketing and outreach for SMBs including financial services and insurance agents. It overlaps with Engagex's customer engagement and customer-review workflows at a more automated, lower-touch price point.

Regional players

• e& Enterprise: e& Enterprise is the enterprise arm of e& (formerly Etisalat) and Engagex's announced GTM partner for the UAE market. It is a regional CX/IT services provider comparable to Engagex's positioning in the UAE public/private sector opportunity.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/engagexcorp
• LinkedInlinkedin.com/company/engagex-corp-
• Xx.com/engagexcorp

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Engagex