HearsayHearsay Systems
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Related Products
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About
Hearsay Systems is reinventing the human-client experience in financial services. The Hearsay Client Engagement Platform empowers over 200,000 advisors and agents to authentically and intelligently grow business relationships by proactively guiding and capturing the last mile of digital communications. The world’s leading financial firms—including New York Life, Morgan Stanley, Charles Schwab, and Ameriprise—rely on Hearsay’s SaaS platform to scale their reach, optimize sales engagements, and deliver exceptional client service in a consistent and compliant manner. Hearsay is headquartered in San Francisco, with globally distributed teams throughout North America, Europe and Asia.
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About
Rhoads knows overcoming compliance complexities is essential to keep producers selling and keeping your business moving. Our software solutions and add-on services empower carriers, brokers, and agencies to streamline and automate your most demanding and difficult work. Top-performing carriers and brokers-from organizations with 100,000+ producers to those with only a few-trust our software solution to boost efficiency, lower costs, reduce compliance risk, and drive revenue. Resolves producer compliance concerns. Provides intuitive and seamless data access that can empower your enterprise. Offers easy implementation that’s configurable for your needs. Integrates fully with your existing tech stack. Automates 99% of licensing and appointment compliance in every state. Rhoads is a technology transformation company that provides automated compliance systems and services to the insurance industry. Rhoads is the leading provider of insurance compliance management solutions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial Services
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Audience
Carriers and brokers interested in a solution to boost productivity, lower costs, and grow their businesses
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationHearsay Systems
United States
www.hearsaysystems.com
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Company InformationRhoads
Founded: 2007
United States
www.rhoadsonline.com
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Categories |
Categories |
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Integrations
Global Relay
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