Average Ratings 0 Ratings
Average Ratings 0 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
Inquire with your CFO or risk manager about the potential financial impact that claims and lawsuits could impose on your organization. Simply gathering certificates to acknowledge their receipt does not ensure that your standards are actually being fulfilled. Built on a strong foundation of insurance industry principles, myCOI Central guarantees that you are adequately covered and safeguarded. You can finally eliminate the hassle of dealing with piles of certificates cluttering your workspace, as well as the countless hours spent making phone calls and sending emails to obtain them. myCOI Central streamlines the process by automating your requests for insurance certificates, overseeing collections, and resolving compliance issues, all while providing your team with a unified, centralized platform to monitor compliance status. By implementing an agency-branded, top-tier insurance tracking software, you can enhance business acquisition and improve client retention. Additionally, you have the flexibility to offer the software independently or complement it with your own compliance review services for a more comprehensive solution. This innovative approach not only saves time but also strengthens your operational efficiency and client relationships.
API Access
Has API
No
API Access
Has API
No
Integrations
Global Relay
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Hearsay Systems
Country
United States
Website
www.hearsaysystems.com
Vendor Details
Company Name
myCOI
Founded
2009
Country
United States
Website
mycoitracking.com
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