Triggered Actions

Click-to-call and click-to-send actions during moments
that matter. P&C Agent Actions for lead follow-up and claims.
Wealth Advisor Actions for RMDs and market movements.

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A new era for advisors

Hindered by manual processes and regulations, financial services field teams struggle with declining productivity and unmet customer digital expectations. Yet customers don’t want apps to replace their advisors – they want both high-tech and high-touch.

By layering turnkey industry workflows on top of compliant communication channels, Hearsay solves for the “last mile” of advisor-client interaction and engagement.

Turn your advisors’ smartphones into smart work systems

Advisor Actions takes advisor productivity to the next level with smart triggers and 1-click insurance and wealth workflows which allow your field to thrive in an increasingly competitive landscape. With Hearsay, every agent and advisor can be data-driven and save hours each day in manual data lookup and entry.

Lead Follow-Up

Rapid responsiveness is the expectation of today’s customers and the greatest predictor of conversion rates. With Hearsay Lead Follow-Up Actions, agents and advisors can quickly respond to an inbound lead, simply by tapping a “click-to-call” notification. Hearsay Relate connects the call and guides follow-up based on whether the call was answered. Sales managers and home office teams receive reports on response times and can provide real-time coaching.

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Consent and Disclosures

For advisors and agents, getting disclosures and forms out to customers and obtaining timely signatures can be manually intensive. Hearsay can augment any e-signature or disclosure process to quickly deliver the right documents, efficiently address any client questions, and provide an audit trail of successfully delivery.

Life Events & Market Events

Prompt agents and advisors to reach out during critical life and market moments. Not only are these relationship-defining and deepening moments, often they result in new product and service expansion. All advisors have to do is “click-to-call” or “click-to-send” to perform the desired next best action, triggered from any corporate or advisor system or data set.

Unprecedented insights and collaboration with your Field

In the age of data, digital, and cybersecurity, Corporate teams and field advisors must work more closely together than ever before. Hearsay Advisor Actions allows Corporate to provide data triggers for advisor outreach, removes the manual tasks from advisors performing the follow-up, and automatically lets Corporate know whether, when, and how the action was performed. Field distribution will never be the same.

Schedule a conversation with Hearsay’s digital team