eSuccess

eSuccess comprises of all the features required to help you manage and grow your insurance agency. It analyzes the client database and provide insights to the targeted prospects and the adviser's activities so as to increase efficiency of selling and better customer service.

The eSuccess mobile app allow registered users to manage appointments, view clients information, create prospects and sync prospects to phone's contact list as well as importing prospects from the contact list. With the new improved smart Task List, important tasks are always at the finger tips of the users.