Industries

Life Insurance & Annuities

Modernize advisor-client engagement.

Why Life Insurance & Annuities Firms Choose Hearsay 360

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 360, the complete client engagement platform. Hearsay 360 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

Life Insurance & Annuities

“This is precisely the set of technologies advisors need to stay relevant and productive with today’s digital and socially savvy clients.”

Eileen McDonnell, Chairman, President & CEO of Penn Mutual Life Insurance Company

Life Insurance & Annuities

“Social media works in combination with the agents, making them more powerful. We also use Hearsay Social to generate leads and keep them in touch with clients around the world.”

Donald Guloien, President and CEO, Manulife

Life Insurance & Annuities

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

David Hurt, Senior Vice President of Marketing, Southern Farm Bureau Life Insurance Company

Life Insurance & Annuities Customers Who Use Hearsay

Chris Hay-Merchant , Director, Marketing Communications

WoodmenLife

Kyle Marie Woods , Marketing Manager

Thrivent Financial

New York Life Insurance

Learn more about the Hearsay 360 solution for life insurance companies.

Hearsay 360