Hearsay Actions

Lead Follow-up For Life Insurance, Powered By Hearsay

Hearsay’s customers can utilize Advisor Actions to drive any Life Insurance workflow – from account servicing tasks to key prospect acquisition activities. This proves particularly appealing in lead management, where millions of marketing dollars are spent generating prospective leads, but lead routing and follow-up prove to be inefficient and opaque. Advisor Actions streamlines this process to make it simple to engage leads.

This short video will show you how Hearsay transforms the lead process.