Average Ratings 0 Ratings
Average Ratings 3 Ratings
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
Solutions for insurance tracking and compliance management. Full-service and self-service solutions that automate renewals of insurance certificates or proof of insurance. They also eliminate the need for manual data entry. Software and services for COI tracking that automates the tedious process of collecting certificates of coverage, renewing requests and confirming compliance with third parties. Property managers can easily track the tenant's policies using proof of insurance tracking software. This software helps them to comply with their renter's insurance requirements. Services that simplify the creation, delivery, storage, and management of certificates of insurance. SmartCompliance is the most trusted provider of certificate of insurance, proof of insurance tracking, issuance and compliance management.
API Access
Has API
No
API Access
Has API
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Hearsay Systems
Country
United States
Website
www.hearsaysystems.com
Vendor Details
Company Name
SmartCompliance
Country
United States
Website
smartcompliance.co
Product Features
Content Management
Audio Content
No
Customizable Templates
No
Document Indexing
No
E-forms
No
Full Text Search
No
Image Editor
No
SEO Management
No
Text Editor
No
Version Control
No
Video Content
No
Website Management
No
Customer Engagement
Analytics
No
Churn Management
No
Communication Management
No
Community Management
No
Content Syndication
No
Feedback Collection
No
Gamification
No
Live Chat
No
Video Content
No
SMS Marketing
2-Way Messaging
No
Artificial Intelligence
No
Contact Management
No
MMS
No
Mass Texting
No
Message Personalization
No
Mobile Coupons
No
Mobile Keywords
No
Polls / Voting
No
Reporting/Analytics
No
Scheduled Messaging
No
Shortcodes
No
Text-to-Win
No
Social Media Management
Automated Publishing
No
Brand Tracking
No
Content Management
No
Customer Engagement
No
Multi-Account Management
No
Multi-User Collaboration
No
Post Scheduling
No
Reporting/Analytics
No
Social Media Monitoring
No
Social Selling
Automated Publishing
No
Compliance Management
No
Content Discovery
No
Content Management
No
Employee Advocacy
No
Gamification
No
Lead Engagement
No
Performance Metrics
No
Pre-Approved Content Library
No
Single Sign On
No
Social Media Monitoring
No
Product Features
Audit
Alerts / Notifications
Yes
Audit Planning
No
Compliance Management
Yes
Dashboard
Yes
Exceptions Management
Yes
Forms Management
Yes
Issue Management
Yes
Mobile Access
Yes
Multi-Year Planning
No
Risk Assessment
Yes
Workflow Management
Yes
Compliance
Archiving & Retention
Yes
Artificial Intelligence (AI)
No
Audit Management
Yes
Compliance Tracking
Yes
Controls Testing
Yes
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
Yes
Sarbanes-Oxley Compliance
No
Surveys & Feedback
Yes
Version Control
Yes
Workflow / Process Automation
Yes
Construction Management
Accounting Integration
Yes
Budget Tracking/Job Costing
Yes
CRM
No
Change Orders
No
Commercial
Yes
Contract Management
Yes
Contractors
Yes
Equipment Tracking
Yes
Estimating
No
Incident Reporting
No
Mobile Access
Yes
Offline Access
No
RFI & Submittals
No
Residential
Yes
Subcontractor Management
Yes
Timesheets
No
Franchise Management
Appointment Scheduling
No
Automatic Re-ordering
No
CRM
No
Commission Management
No
Construction Tracker
Yes
Contract Management & Signature
No
Franchise Intranet
No
Job Scheduling
No
LMS / Training
No
Marketing
No
Onboarding
No
Online Store
No
Reputation Management
No
Website Manager
No
Lease Management
Billing & Invoicing
Yes
Commercial Leases
Yes
Contact Management
Yes
Landlord Database
Yes
Lease Classification
Yes
Portfolio Management
Yes
Property Management
Yes
Residential Leases
Yes
Retail Leases
Yes
Sublease Management
Yes
Tenant Database
Yes
Policy Management
Approval Process Control
Yes
Attestation
Yes
Audit Trails
Yes
Policy Creation
Yes
Policy Library
Yes
Policy Metadata Management
No
Policy Training
No
Reporting / Analytics
Yes
Version Control
Yes
Workflow Management
Yes
Real Estate Property Management
Billing & Invoicing
Yes
Commercial Properties
Yes
Contact Management
Yes
Credit Check
No
Expense Management
No
Insurance Management
Yes
Landlord Database
No
Late Fee Calculation
No
Lease Management
Yes
Maintenance Management
Yes
Owner Portal
Yes
Payment Processing
No
Portfolio Management
Yes
Rent Tracking
No
Residential Properties
Yes
Tax Management
No
Tenant Database
Yes
Tenant Portal
Yes
Vacancy Tracking
No
Website Management
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
Yes
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
Yes
Sales Reports
No
Scheduled / Automated Reports
Yes