Advisors & Agents
Today’s clients expect timely, personalized communication delivered through the digital channels they use every day.
Hearsay Cloud is the leading digital communications platform for insurance firms, enabling easy and efficient engagement across social networks, email, websites and text messaging. Automated workflows and triggered actions prioritize data across systems and suggest what advisors should do next. Accelerate your productivity and build deeper relationships that drive business growth.
I am quite impressed with Hearsay. In no time at all, my team is able to schedule content campaigns in advance, making our social media presence relevant and current. This will be a very valuable tool for my business.Brett A. Calder Multiple Line General Agent American National
Networking is at the heart of our agents’ business, so we want to empower them to make social business an increasingly core part of their practice. That’s why New York Life partnered with Hearsay to help our agents deepen relationships with their clients, increase their productivity, and grow their business.Liz McCarthy Agency Communications New York Life
Engage clients across digital channels
Hearsay Cloud makes it easy to engage prospects and clients across the communication channels they use most – social media, email, local websites and text messaging. Provide a seamless customer experience using a comprehensive and compliant platform built specifically for agents.
Put the Power of Social Selling, in your Pocket
Manage your social media on-the-go with the Hearsay mobile app for iOS or Android. Attract prospects, retain customers and grow your business, right from your phone.
Deliver a personalized message, on the right channel, at the right moment
Hearsay Content delivers curated feeds of the most engaging content for your audience. With a personalized onboarding experience that quickly captures information about you and an AI-engine that captures and analyzes which posts get the most engagement, the system is continuously learning and provides content recommendations tailored specifically to you and your clients.
Make the right next move
Don’t waste time trying to figure out your next marketing move. Hearsay Cloud scans client activity and behavior and uses machine learning to provide a prescriptive to-do list so you know exactly what action to take next. And Hearsay Triggered Actions take your productivity to the next level with turnkey industry workflows that solve “last mile” interactions with clients — like RMD reminders or meeting confirmations — in just 1-click.
Be findable online
You don’t have to be a website or marketing expert for new clients to find you. With Hearsay, you can easily create and manage a personally and corporate branded online presence including a modern, mobile-friendly agent website and across social networks like LinkedIn, Facebook, Twitter and Instagram.
Text compliantly, talk reliably
Text messaging is the most efficient, effective way to get in touch with clients today. Hearsay Relate lets you text with clients, while staying in compliance. Efficiently set up and confirm meetings, send billing reminders and more. Features like team delegation save time. And high-quality cellular voice service ensures reliable mobile voice calls on the go.
The Advisor Of The Future Executive Report
Learn what firms can do to embrace change and prepare their advisors to seize opportunities created by new technologies
2019 Financial Services Social Media Content Study
It’s here – the 2nd annual study of wealth, life, P&C and mortgage firms’ social media usage and client engagement. Download now for benchmarks and best practices!
Texting in Financial Services Infographic
Find out the state of texting today, why business texting makes so much sense and the key program considerations for your role – IT, compliance, supervision, distribution, or marketing.