Another Happy Client


About two months ago, wholesaler Lindsey partnered with ESA. Calling on independents, wire houses and banks, Lindsey has been selling 401k plans for ten years. She’d had a few false starts with other scheduling companies and was a little on edge about beginning the process again. ESA’s onboarding department handled Lindsey with extra care, making sure that she was informed of every step along the way. Lindsey was won over when she saw the mapping that had been done for her territory, zoning her cities into tight, geographical boundaries that keep her time in her car a minimum. 

Once calendar access and an email address were set up Lindsey’s scheduler, Shelly, began making calls. About a month later, a check-in call was made to Lindsey to see how things were going. Lindsey responded by saying, "I am thrilled with Shelly, she has far exceeded my expectation and I could not be happier. She is proficient and efficient with my calendar. She is a rock star!"

Your expectations. Our results. That’s the ESA advantage.

Tell us about your favorite “I’m totally killing it!” moment in your job.

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Alyssa Castro commented on 10-Jun-2019 12:26 PM
Last month I scheduled 100 individual appointments for my client, Ed, within only 20 hours! I felt like I was killing it for him. Plenty of client meetings mixed in there. I am thankful he trusts me with his calendar, it makes our relationship work well and I can keep him busy so that he can spend more time selling and less time scheduling.