Hearsay Relate For Life & Annuities
Learn how Hearsay Relate helps life insurers improve the client-advisor with simple and reliable business communications that maintain the enterprise-class security and controls FINRA, SEC, IIROC, FCA and MiFID II regulations require.
Hearsay Relate is a compliant text and high-quality cellular voice solution. Your advisors can connect to their clients on any mobile device, from any location. And more than just text and mobile calls, Relate turns your advisors’ devices into mobile productivity centers. AI-based automation, delegation and workflows help advisors do business faster, drive more in-person meetings and save time converting prospects to clients. Read the datasheet for more.