Hearsay Social for Insurance

Compliant Social Sales and Marketing for Insurance

Hearsay Social is the industry standard for Social Sales, Marketing, and Compliance with a customer roster that includes Farmers Insurance Group, AXA Equitable, Primerica, Thrivent Financial, and Northwestern Mutual. From Property and Casualty to Life, and captive to independent models, Hearsay Social has equipped 10,000s of sales, marketing, and compliance professionals in the insurance industry with social media software that increases leads, referrals, and revenue, while maintaining FINRA and state insurance advertising compliance.

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Gain insurance industry insights

As a Hearsay Social customer, you’ll keep a pulse on the latest news in social media use cases, best practices, regulatory compliance updates, disciplinary actions, case studies, and professional development. Our team regularly attends and speaks at financial services conferences hosted by FINRA, LOMA/LIMRA, Compliance and Ethics Forum for Life Insurers (CEFLI), our Strategic Partner SIFMA, and more. Lee M. Gammill, Jr., retired Vice Chairman of the Board of New York Life Insurance Company, sits on our advisory board and draws upon his rich experience to guide Hearsay Social and its customers to further success.
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Complete compliance. Complete coverage.

Delight and equip your compliance team with automated pre-approval workflow, real-time notifications, supervision and approval histories, and infraction resolution, all from a central dashboard. Capture, monitor, and archive social communications no matter the device, access point, or location from which your agents network with their customers and prospects. Integrate social data into existing surveillance and email archiving systems. Minimize regulatory risk while maximizing the compliance team’s efficiency.
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Generate sales leads

Hearsay Social Campaign & Page Management enables your marketing team to manage posts, apps, ads, and integrated campaigns across organizational, regional, and employee profiles and pages. Create professional-looking pages based on our app templates for lead generation forms, contests, agent or office finder apps, referral offers, and other promotions.
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Amplify social marketing campaigns through thousands of agent pages

Hearsay Social recognizes that not every insurance agent is a social media expert. That’s why we help your agents leverage the corporate-generated global marketing brand attributes, campaigns, apps, promotions, and other content at the local level. With a few clicks, you can amplify your organization’s social campaigns by suggesting them out to tens of thousands of agent pages and profiles. Agents can add an authentic local voice to better engage their audiences.
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Deepen customer relationships

Deepen customer relationships by tracking records of social interactions. Receive alerts on events that affect purchasing decisions and provide up-sell opportunities. Leverage customers’ social networks to generate local leads and boost referrals.

Analyze your efforts & determine ROI

Insurance has always been a relationship-driven business. It’s undisputed that social media is a crucial part of any CMO’s modern toolkit. But with Hearsay Social, you can actually tie your sales data to policies sold, referrals, customer reach, retention, and satisfaction to calculate ROI. Our robust analytics give you visibility into your entire organization’s social media efforts from one dashboard.
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Enterprise architecture

Hearsay Social is an enterprise-class platform, proven to scale quickly across complex organizations. Hearsay Social integrates with single sign-on (SSO) systems, LDAP directories for complex organizational hierarchies, and provides enterprise class data security. We are US-EU Safe Harbor certified corporation.
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