Hearsay vs. SmartCompliance Comparison


Hearsay Hearsay Systems	SmartCompliance	+	+
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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.	About Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Financial Services	Audience Property management, construction, commercial real estate, franchise management, brokers, government, insurance consultants, education and more
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.0 / 5 ease 4.0 / 5 features 4.3 / 5 design 4.0 / 5 support 4.7 / 5 Read all reviews
	Pros & Cons from Real Users Pros Optical character recognition (OCR) The service is available anytime and anywhere with an internet connection. - Vendors can directly upload their COIs to the system; I receive notifications. - Very detailed in setting up new vendor accounts. I like it because it faster scans most of the information. Also adds it from the template for me so I don't have as much Data Entry to do. This way I save a lot of time. Cons It is difficult to track certificates with different coverage dates for various types of insurance on certain policies. Smart Compliance does not read Farm Bureau Insurance certificates which means that our insurance compliance and certificate management tracking are segregated. - I have not seen how to create an Excel spreadsheet (create a report) with all vendors' contact info at a glance. It will read words and numbers that are not there or will cross over the line into the next section to pull information into the wrong spot.
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Hearsay Systems United States www.hearsaysystems.com	Company Information SmartCompliance United States smartcompliance.co
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Categories Content Management Customer Engagement Insurance Risk and Compliance SMS Marketing Social Media Management Social Selling	Categories Audit Certificate of Insurance (COI) Tracking Compliance Construction Management Franchise Management Insurance Analytics Insurance Risk and Compliance Lease Management Operational Risk Management Policy Management Real Estate Property Management Reporting
	Show More Features Audit Features Alerts / Notifications Audit Planning Compliance Management Dashboard Exceptions Management Forms Management Issue Management Mobile Access Multi-Year Planning Risk Assessment Workflow Management Compliance Features Archiving & Retention Artificial Intelligence (AI) Audit Management Compliance Tracking Controls Testing Environmental Compliance FDA Compliance HIPAA Compliance Incident Management ISO Compliance OSHA Compliance Risk Management Sarbanes-Oxley Compliance Surveys & Feedback Version Control Workflow / Process Automation Construction Management Features Accounting Integration Budget Tracking/Job Costing Change Orders Commercial Contract Management Contractors CRM Equipment Tracking Estimating Incident Reporting Mobile Access Offline Access Residential RFI & Submittals Subcontractor Management Timesheets Franchise Management Features Appointment Scheduling Automatic Re-ordering Commission Management Construction Tracker Contract Management & Signature CRM Franchise Intranet Job Scheduling LMS / Training Marketing Onboarding Online Store Reputation Management Website Manager Lease Management Features Billing & Invoicing Commercial Leases Contact Management Landlord Database Lease Classification Portfolio Management Property Management Residential Leases Retail Leases Sublease Management Tenant Database Policy Management Features Approval Process Control Attestation Audit Trails Policy Creation Policy Library Policy Metadata Management Policy Training Reporting / Analytics Version Control Workflow Management Real Estate Property Management Features Billing & Invoicing Commercial Properties Contact Management Credit Check Expense Management Insurance Management Landlord Database Late Fee Calculation Lease Management Maintenance Management Owner Portal Payment Processing Portfolio Management Rent Tracking Residential Properties Tax Management Tenant Database Tenant Portal Vacancy Tracking Website Management Reporting Features Customizable Dashboard Data Source Connectors Drag & Drop Drill Down Email Reports Financial Reports Forecasting Marketing Reports OLAP Report Export Sales Reports Scheduled / Automated Reports
Integrations Global Relay Lemonade MRI Software View All 1 Integration	Integrations Global Relay Lemonade MRI Software View All 2 Integrations
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