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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.
Description
Easily gather, verify, and approve Certificates of Insurance (COIs) along with other insurance documents. Streamline risk management for each transaction to minimize ancillary costs, risk, and potential revenue loss. Accelerate the process of vetting and prequalifying subcontractors to ensure their COIs meet compliance standards. Jones provides support for property management and construction firms to mitigate insurance risks across all properties, projects, and applications. Monitor and manage COIs and insurance documentation in real time for enhanced oversight. Benefit from comprehensive process management and detailed analytics aggregated in one place. Gain access to a vast library of pre-filled insurance certificates, documents, and vendor contacts to enhance compliance and facilitate smarter, quicker vendor procurement strategies. Evaluate vendors' predicted compliance status prior to engagement to ensure reliability. Share vendor insurance information across your properties to eliminate repetitive tasks and maximize efficiency. Instead of starting from scratch, utilize existing vendor data to simplify your workflow. Automatically extract requirements from contracts and efficiently establish new criteria in just minutes for a more streamlined approach. This ensures that your risk management processes are not only efficient but also effective in protecting your organization.
API Access
Has API
API Access
Has API
Integrations
Building Engines
Global Relay
MRI Commercial Management
Procore
Integrations
Building Engines
Global Relay
MRI Commercial Management
Procore
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
Hearsay Systems
Country
United States
Website
www.hearsaysystems.com
Vendor Details
Company Name
Jones
Founded
2017
Country
United States
Website
getjones.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
