Skip to content

Life Insurance & Annuities

Life Insurance & Annuities

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 Client Engagement Platform, the complete client engagement platform. Hearsay Client Engagement Platform 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.

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.

2020 Financial Services Social Media Content Study

Discover the learnings from Hearsay’s analysis of anonymized data from 173,000 advisors, and uncover ways to optimize your social content strategy.

Beyond COVID – Transforming Client Engagement and Social Selling

Crises like COVID-19 accelerate the need for human touch at digital scale. While the crisis is temporary, the changes to behaviour and digital acceleration we’re experiencing as a result – more remote work, an expansion of digital communications, upgrades in digital processes and tools – are not.

Hearsay Virtual Event Toolkit

From webinars to live social media sessions, coffee hours to “appy” hours and more, virtual events are a great way for advisors and agents to build their brand and build trust. Here’s a whole list of ideas for you to build out for your field.