Modernize advisor-client engagement.

Why Life Insurance & Annuities Firms Choose Hearsay

Today’s advisors are dealing with a lot of industry changes. Consumers are making purchasing decisions in a whole new way, while competition and the cost of prospecting have increased. One thing that hasn’t changed? The invaluable relationship between an advisor and client. Hearsay helps modernize advisor-client engagement with Hearsay Advisor Cloud, the complete client engagement platform. Hearsay Advisor Cloud enables efficient and compliant engagement for advisors across digital channels, including social networks, text messaging, websites and email. Its prescriptive technology processes and prioritizes data across channels and systems so advisors can effectively use digital to build stronger relationships that grow business.

  • Build stronger client relationships
  • Seamless advisor-client communication across social and mobile channels
  • Measure and analyze advisor activity across channels
  • Accelerate productivity with actionable to-do lists
  • Use content library to distribute pre-approved material
  • Supervise, capture and retain activity to address FINRA, SEC, IIROC, FCA and other regulatory requirements
  • Efficient supervision with a universal view of advisor digital activity
  • Break down data silos, integrating client data from across the organization
  • Recruit and retain talent by providing cross-platform digital tools

We needed a technology partner that delivers both industry best practices and has a robust compliance component, and Hearsay was the clear choice.

David Hurt
SVP of Marketing
Southern Farm Bureau Life Insurance Company

Through Hearsay Social, our agents will be able to more easily connect with current and prospective clients over social media, deepen relationships and ultimately grow business.

Scott Campbell
American National