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Landing Page: Insurance Advisor

Connect, Deepen and Grow Client Relationships

Hearsay offers leading Advisor Cloud solutions for insurance advisors. Grow business through a connected digital experience across social media, the web, text messaging and email.

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8 of the Top 10 Global Financial Services Companies Use Hearsay

Social Business

Hearsay Social is the leading social media solution for the world’s largest financial services companies. More than 150,000 advisors successfully use the solution to compliantly harness the power of social media to grow business.

  • Simple, prescriptive social media dashboard for insurance advisors
  • Discover new opportunities and respond with the right message
  • Distribute pre-approved content with smart content library
  • Actionable analytics to monitor advisor activity and measure content performance
  • Efficiently manage compliance with industry regulations

Advisor Websites

Make local advisors and home offices findable online with a modern, easy-to-use local website solution. Hearsay Sites uniquely balance brand control with local advisor content, built on an enterprise-ready platform that allows firms to launch thousands of local sites at once.

  • Share dynamic, relevant content to boost SEO and attract new business
  • Seamless integration with the corporate website, including a locator tool to quickly find an advisor
  • Simple time-saving publishing and management tools for advisors
  • Corporate marketing control of designs, themes and campaigns

Text Messaging

Communicate with customers on a responsive channel where they’re spending their time. With the Hearsay Messages mobile app, insurance advisors can text prospects and customers while in compliance with company policy and strict regulatory requirements.

  • Efficiently keep in touch with customers from the office and on-the-go
  • Easily separate business and personal messaging
  • Works seamlessly on company or personal devices; supports COPE and BYOD policies
  • Lexicon monitoring blocks risky messages from being sent
  • Put your team at ease with comprehensive compliance and security controls

A Predictive, Connected Digital Experience

Streamline the advisor-customer experience across the entire client journey by connecting digital apps to other business and marketing systems. With Hearsay Advisor Cloud, insurance advisors have a single dashboard to manage client engagement across social media, advisor websites, text messaging and email.

  • Predictive content matching to reach out with the right message on 1:1 email
  • Recommended actions to take with prospects and customers on digital
  • Personal and personalized outreach at scale
  • Comprehensive library of pre-approved content
  • Seamless supervision and integration with email archive system

Platform & Compliance

Comprehensive compliance and efficient supervision. The Hearsay Enterprise Platform provides robust compliance functionality across social, mobile and web communication for regulated companies, including FINRA, SEC, IIROC and FCA regulated firms.

  • Universal Supervision provides view of activity with complete context
  • Capture and archive all social, text and website activity
  • Pre-approve static content, including ads, profiles and web content
  • Lexicon-based alerts for keyword infractions and risky content
  • Quickly retrieve social data for internal spot checks, external audits or eDiscovery

Modernize the Advisor-Customer Experience

Empower insurance advisors across social media, the web, text messaging and email

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