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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CertFocus offers a comprehensive domestic certificate of insurance tracking solution that is adaptable, reliable, and scalable, achieving industry-leading compliance rates exceeding 90%. We prioritize your trust by consistently delivering top-notch compliance, enhanced financial efficiency, and unparalleled service, which is why we do not bind our clients to long-term contracts. Our straightforward implementation process allows clients to select between a self-service or full-service model, making it simple and fast. Additionally, we provide group reports and dashboards categorized by region or function, seamlessly integrating them into complete corporate reporting. Unlike other solutions that merely track compliance, our cutting-edge service, backed by qualified insurance experts, effectively resolves compliance issues, thereby significantly boosting COI compliance rates. This commitment to excellence ensures our clients' ongoing satisfaction and reinforces our reputation in the industry.

Description

Hearsay Systems is redefining the human-client experience in financial service. The Hearsay Client Engagement Platform empowers more than 200,000 agents and advisors to authentically and intelligently build business relationships. It guides and captures the last mile of digital communications and actively guides them. Hearsay's SaaS platform is used by the world's most prestigious financial firms, including New York Life, Morgan Stanley and Charles Schwab. It allows them to expand their reach, maximize sales engagements, and provide exceptional client service in a consistent, compliant way. Hearsay has a headquarters in San Francisco and globally distributed teams in North America, Europe, and Asia.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Global Relay

Integrations

Global Relay

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CertFocus

Founded

1999

Country

United States

Website

www.certfocus.com

Vendor Details

Company Name

Hearsay Systems

Country

United States

Website

www.hearsaysystems.com

Product Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

SMS Marketing

2-Way Messaging
Artificial Intelligence
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win

Social Media Management

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

Social Selling

Automated Publishing
Compliance Management
Content Discovery
Content Management
Employee Advocacy
Gamification
Lead Engagement
Performance Metrics
Pre-Approved Content Library
Single Sign On
Social Media Monitoring

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