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Average Ratings 4 Ratings
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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
Sircon enables you to cut costs, mitigate compliance risks, and speed up revenue generation by efficiently managing the authorization of agents and advisors to sell. In the insurance industry, relationships are paramount, and this principle extends to compliance as well. Sircon facilitates the connection among all compliance parties, ensuring that everyone is informed about who holds selling authorization. You shouldn’t have to stress over your insurance licenses; Sircon simplifies the process of applying for and renewing licenses across all 50 states. By opting for a premium Sircon account, you gain access to real-time license information along with automatic email alerts to prevent any lapse in your licenses. This streamlined approach helps you focus on building relationships while ensuring compliance stays in check.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$2.50 per month
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
Vertafore
Founded
1969
Country
United States
Website
www.sircon.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
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
