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We've Got Answers: Introducing Our New Hearsay Help Center

Hearsay’s customer success team is laser-focused on delivering a great experience for our users. So, we’re thrilled to announce our newly redesigned Hearsay Help Center, which will make it easier than ever for customers with questions about our products to get the answers they want – fast.
In addition to a new look and feel, the Help Center now also houses the new Training Center, packed with tipsheets, videos, webcasts, learning paths and more, so you can get the most out of the Hearsay platform and become a digital rockstar in no time.
Key features of the new Help Center include:
New and improved search functionality. There are now multiple ways to quickly find exactly what you’re looking for. You can start by typing your question or keywords in the main search bar on the Help Center’s home page, or you can search by product (if you have more than one Hearsay product) or role (end user, i.e. an advisor or agent, or admin, i.e. program manager at the home office).

Clearly organized topics sections. Each topics section is organized to map to key areas of each product. Ready to start texting clients and prospects using Hearsay Messages but afraid you’ll be on your phone all day? Learn how you can add your support team to the product’s team Texting Console in the Hearsay Messages topics section. Want to learn more about Facebook advertising on social media? There’s a whole Hearsay Social topics section on ads and how to use our Facebook advertising feature.

New, regularly updated Training Center. Stay on top of the latest digital communications developments and best practices by regularly checking into the new Training Center. New to social media? We have a ton of “how to get started” content. Been on social media for awhile? Learn how to establish success metrics. You can either search by keyword or type (e.g., videos, webinars, tipsheets, guides, etc.).

So, go ahead, check out the new Help Center and poke around. We’re sure you’ll find tons of helpful resources to help you be, grow, hear and say on digital!

Social Spring Cleaning: 3 Ways to Update Your Social Business Efforts

Every month, our Customer Education team holds free social media training for advisors and agents. Here are key learnings from our latest session!
The annual ritual of spring cleaning our houses gives us a chance to reassess all our old belongings, throw out the old and welcome the new. Though social media is not where you physically live, your social business profiles are definitely the online homes for your company and brand.
This month, the Hearsay Education team is helping financial advisors, insurance agents and mortgage officers do a little “social spring cleaning.” Here, we highlight some old (and not healthy) social habits that advisors and agents should try to break away from:

1. Don’t Send Mixed Messages

What’s Old: Having inconsistent photos, user names and voice across your social networks. This can hurt your brand and credibility.
The New: Take a great new headshot and use the same one on all your social business profiles, so you have visual consistency no matter what site your customer or prospect lands on. Also, be sure to have updated contact information on all your pages, including your name, company name, business address, phone number and website URL. And try to keep the same style of communication and tone – if you’re fun and engaging on Facebook but totally dry and buttoned-up on Twitter, people will question your authenticity.

2. Content Mix Fail

What’s Old: Posting only about business or industry news is an easy way to lose the interest of those who follow or are connected to you. People connect with you on social so they can learn more about YOU, not just your products and services.
The New: Try thinking 80/20. Eighty percent of your posts should be about events, people or content that’s brand- and product-agnostic (i.e., is truly helpful and relevant). The remaining 20 percent can be explicitly about your products or company.

3. Forgotten Accounts

What’s Old: Having an unmanaged or out-of-date profile is worse than having no profile at all. Imagine a company with an open sign on the front door but has been dark for months; would you go out of your way to do business with them? You’d probably move on to your next option – and so are your prospects.
The New: If you create a profile on a social network, be active on it! There’s little doubt these days that social can be a powerful business driver, but you have to put some effort into it so that you can stay relevant and trusted.
And finally: For this special “in with the new” social spring cleaning session, we showed off some of the new and incredibly user-friendly navigation experience within the Hearsay Social app. This included showing how easy it is to locate connected profiles, new ways to manage settings, and getting access to training.
We wish you a great spring season and hope these tips and tricks will motivate you to do some quick and easy social spring cleaning. See you on social!
Interested in attending one of Hearsay’s free education training sessions for advisors and agents? Contact your Hearsay program manager for more details!

8 Tips to Find the Pot of (Business) Gold With Social

Every month, our Customer Education team holds free social media training for advisors and agents. Here are key learnings from our latest session!
pot of social goldIn the spirit of St. Patrick’s Day in March, our last session was titled, “Finding the Pot of Gold With Social,” and focused on helping advisors and agents realize that the way business is done has changed over the years. Gone are the days where life insurance is sold door to door; instead, we have entered an era where your presence on social networks like LinkedIn, Facebook and Twitter are what can help bring in more business.
Yet, just simply being present on these sites may not be enough. To truly “find the pot of gold,” business users of these networks need to leverage these resources to their full capability. In this session, we detailed ways in which they can maximize the amazing digital Rolodexes they have. Check out some of the tips and tricks we walked through:

If Using LinkedIn:

  • Leverage the knowledge of your connections’ connections. With LinkedIn, you can see who your connections are connected to, and then ask for referrals to specific people. This takes the pressure off of your connections to find people that may be good referrals for you and, instead, lets you do the homework.
  • Use Advanced Search to truly ensure you are taking your networking and research skills to the next level.

If Using Facebook:

  • Make sure you are turning the right Facebook friends into followers. Don’t just invite all your personal friends to like your business page; invite those who truly are interested in your content so they’re more likely to engage with it.
  • Cross-promote your business page on another social network at least one or two times each quarter.
  • Got a post that’s getting decent engagement? Try boosting it!

If Using Twitter:

  • Follow your COIs (Centers of Influence) on Twitter and let them know when you tweet content they might be interested in.
  • Listen for phrases like “any thoughts” or “got advice for … ” and be sure to show off your industry knowledge when the timing is right.
  • Follow colleagues that are doing really well with Twitter to better learn how you, too, can find success.

Whether you are working on how to BE findable, GROW your network, HEAR what your connections are up to, or simply ensuring you SAY the right things that build your brand and show you as a thought leader, it is critical to leverage these powerful networks in ways that help you find that “pot of gold” … I mean, success!
See you on social!
Interested in attending one of Hearsay’s free education training sessions for advisors and agents? Contact your Hearsay program manager for more details!

6 Quick and Easy Ways to Grow Your Social Business Networks

Every month, our Customer Education team holds free social media training for advisors and agents. Here are key learnings from our latest session!
social businessSix degrees of separation is the idea that all living things – and everything else in the world – are six or fewer steps away from each other. In this month’s Hearsay training, we brought that concept to social networking.
We understand that one of the most challenging parts about being active on social for business is expanding the number of followers and connections. What do you do after you’ve asked all your family members and friends?
Our “Six Degrees of Social” training focused on helping Hearsay users understand key ways they could grow robust and healthy networks on Facebook and LinkedIn. During the session, we shared several best practices to expand your network quickly and easily. Here are our six best tips!

Grow on Facebook

  • Leverage the power of Facebook Events; post photos during and after any events you host to boost engagement.
  • Cross-promote your business page with other local businesses.
  • Invite personal friends to like your social business page. (Did you already do this when you first set up your page? Do it again as a reminder for those who didn’t act the first time!) Only those who like your business page will see your page updates.

Grow on LinkedIn

  • Check your weekly agenda! Send a LinkedIn connection request to any prospects or clients (and even fellow colleagues) with whom your meeting each week.
  • Follow the LinkedIn company page where your top clients and friends work! Companies often share great information that you can leverage as a reason to connect or reach out.
  • Join industry related groups as well as groups for industries that your prospects and clients are in. The groups can help you instantly grow your network as well as build your credibility.

According to research from Putnam Investments, a network in the range of 350 connections will link you to nearly 6 million professionals on LinkedIn. So what does this mean for you? That digital rolodex you are working on is critical. Keep it nurtured and the potential selling opportunities could be endless.
See you on social!
Interested in attending one of Hearsay’s free education training sessions for advisors and agents? Contact your Hearsay program manager for more details!

New Year, New You: 3 Ways to Get Into Social Shape

social media shapeAt Hearsay, we are committed to ensuring that our customers are successful. For example, our Customer Education team holds free monthly trainings for financial advisors and insurance agents, informing them of the latest social media best practices as well as tips and tricks to use not just Hearsay, but social media in general to grow their book of business.
To start the new year off, we held a session this month, “Getting into Social Shape, that focused on helping Hearsay users set some attainable social media goals for the upcoming months. During the training, we walked through a framework for advisors to create goals that are specific, measurable, assignable, realistic and time-related.
Here are three social goals we covered and that you can work toward in 2017.

Goal No. 1: Add 10+ New LinkedIn Connections Each Month

Growing your network is one of the most important things to work towards to achieve social media success. To help meet this goal, try a few of these “exercises”:

  • Include a LinkedIn plugin on your agent/advisor website
  • Update all marketing materials with your vanity URLs
  • Use LinkedIn search to find potential referrals you want to be introduced to

Goal No. 2: Review All Social Activity and Engage

In order to keep your network engaged, you have to make sure that you master the art of dialogue on social. Engagement is very much a two-way street – engage with your network and they will engage back. Here are three ways to flex your communication muscles:

  • Interact with any responses you receive from your posts
  • Set time aside each week to review your posts and measure the engagement they received
  • Each week, make sure you engage (comment, like or share) with content from those in your network

Goal No. 3: Post Original Social Content Twice a Week

Sharing relevant content and insights are great ways to establish credibility and build trust on social media. Posting is also a great way to engage your network and – in turn – grow your social following. Here’s how to turn up the music:

  • Take time once a month to brainstorm content ideas for that month
  • Share information on local events and news
  • Inspirational quotes and open-ended questions can foster great engagement

To help tackle these newly set social resolutions, we have some great sessions coming up that will give advisors the tools they need to find social success. Up next month is a session, “Six Degrees of Social, that will dive into ways advisors can grow their audience and reach with LinkedIn and Facebook. Interested in attending? Contact your Hearsay program manager for more details. See you on social!