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Hearsay Relate from Hearsay Systems

Mobile-first client engagement platform designed specifically for insurance agents. Features compliant text messaging, voice calls, automatic activity logging to CRM systems, pre-approved content sharing, and relationship analytics to help agents stay connected with clients.

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Product analysis by function

Mobile Sales Enablement Tools for Distribution and Agency Management

Applications and hardware that empower field agents to quote, bind, and issue policies remotely using tablets, smartphones, or specialized mobile devices.
More Mobile Sales Enablement Tools More Distribution and Agency Management ...

User Experience & Accessibility
(4 Yes /5 Known /11 Possible features)

Quoting & Policy Issuance
(0 Yes /0 Known /11 Possible features)

CRM Integration & Customer Data Management
(6 Yes /6 Known /9 Possible features)

Document Management & e-Signatures
(0 Yes /0 Known /9 Possible features)

Payments & Collections
(2 Yes /2 Known /9 Possible features)

Analytics & Reporting
(3 Yes /3 Known /9 Possible features)

Integration & Interoperability
(4 Yes /4 Known /7 Possible features)

Security, Compliance & Data Privacy
(7 Yes /7 Known /9 Possible features)

Agent Productivity & Collaboration
(4 Yes /4 Known /8 Possible features)

Training & Knowledge Resources
(3 Yes /3 Known /8 Possible features)

Deployment & Support
(6 Yes /6 Known /8 Possible features)

Marketing Automation Systems for Business Development and Marketing

Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.
More Marketing Automation Systems More Business Development and Marketing ...

Lead Management
(0 Yes /1 Known /11 Possible features)

Campaign Management
(0 Yes /0 Known /12 Possible features)

Email Marketing
(0 Yes /0 Known /10 Possible features)

Workflow & Automation
(2 Yes /2 Known /9 Possible features)

Integration Capabilities
(2 Yes /2 Known /8 Possible features)

Compliance & Security
(6 Yes /6 Known /9 Possible features)

Analytics & Reporting
(3 Yes /3 Known /9 Possible features)

Client Engagement Tracking
(1 Yes /1 Known /7 Possible features)

Content Management
(0 Yes /0 Known /7 Possible features)

User Experience & Accessibility
(4 Yes /4 Known /7 Possible features)

Scalability & Performance
(3 Yes /3 Known /7 Possible features)

Communication Management Systems for Client Services

Tools for managing client communications across multiple channels (email, chat, phone), often with recording and archiving capabilities for compliance purposes.
More Communication Management Systems More Client Services ...

Channel Support and Integration
(6 Yes /6 Known /11 Possible features)

Compliance, Recording & Archiving
(8 Yes /8 Known /11 Possible features)

Performance and Scalability
(4 Yes /4 Known /10 Possible features)

Security
(9 Yes /9 Known /10 Possible features)

Agent Productivity and Workflow
(9 Yes /9 Known /10 Possible features)

Client Experience and Self-Service
(6 Yes /6 Known /10 Possible features)

Integration and API Ecosystem
(7 Yes /8 Known /10 Possible features)

Reporting and Analytics
(8 Yes /8 Known /10 Possible features)

Artificial Intelligence and Automation
(8 Yes /8 Known /10 Possible features)

Customization and Branding
(8 Yes /8 Known /10 Possible features)

Support & Vendor Management
(10 Yes /10 Known /10 Possible features)

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Multi-device support Supports smartphones, tablets, and possibly specialized hardware.		Hearsay Relate is described as a mobile-first platform supporting both smartphone and tablet usage.
Offline functionality Ability to access and use core features without an active internet connection.		Not as far as we are aware.* Platform focuses on compliant communications; offline functionality is not referenced in product materials.
Multilingual interface Provides an interface in multiple languages to support diverse agent populations.		No information available
Configurable dashboards Allows users to customize their landing dashboards for relevant insights.		No information available
Accessibility to visually/hearing impaired Incorporates features for users with disabilities (screen reader compatibility, adjustable fonts, etc.).		No information available
Real-time interface responsiveness Measures how quickly the user interface updates based on user input.		No information available
Push notifications Provides timely alerts and reminders for quotes, renewals, and tasks.		Push notifications for new messages and reminders are touted as core notification features.
Guided onboarding Step-by-step guidance for new users to become proficient quickly.		No information available
Role-based UI customization Adjusts visible features and workflow depending on user role (agent, supervisor, etc.).		System supports role-based message content (pre-approvals by compliance officers) indicating role-based customization.
Quick login (biometric or PIN) Uses biometrics (fingerprint, face), PIN, or OTP for rapid and secure app access.		Platform supports secure login including PIN and MDM-based authentication for regulatory environments.
Dark mode Option for a user interface that reduces eye strain in low-light conditions.		No information available

Instant quote generation Ability to produce quotes in real time based on inputted customer data.		No information available
Underwriting rules engine Automated decision-making on eligibility and pricing based on configurable underwriting rules.		No information available
Policy binding from the field Agents can bind policies without waiting for office approval.		No information available
E-signature capture Enables clients to sign applications and documents digitally.		No information available
Document upload (photos/PDFs) Ability to attach supporting documents directly to applications from camera or files.		No information available
Pre-filled forms Auto-populates customer or policy data to minimize manual entry.		No information available
Real-time premium calculation Calculates policy premiums instantly as user changes options or values.		No information available
Quote-to-bind turnaround time Average duration from quote initiation to policy binding.		No information available
Policy issuance PDF instant download Allows policies to be generated as downloadable PDFs on the spot.		No information available
Pre-integrated product catalog Access to up-to-date lists of available insurance products and coverage options.		No information available
Risk assessment integration Links to third-party data sources for automated risk evaluation (e.g., address validation, credit, etc.).		No information available

Contact management Enables viewing, creating, editing, and organizing client profiles from the mobile interface.		Automatic CRM logging of client engagements including messages and calls is a primary advertised feature.
360-degree client view Presents all relevant client information (policies, interactions, claims, etc.) in one view.		No information available
Activity logging Automatically records agent actions and key events for compliance and follow-up.		Automatic activity logging for regulatory compliance is a key feature of the product.
Notes & task management Allows field agents to add notes and set reminders or follow-up tasks for customers.		Notes and task management is mentioned in connection with reminders and follow-ups for agents.
Lead management Tools to capture new leads, assign priority, and track progress from initial contact to closure.		Lead management is described as part of helping agents organize and prioritize customer outreach.
Duplicate record detection Alerts users to potential duplicate customer entries.		No information available
Client communication history Stores email, SMS, and call history related to each customer.		The CRM integration includes a history of all client conversations and touchpoints.
Sync with master CRM Bi-directional data syncing between the mobile device and main CRM system.		The product syncs activity and contact information with the master CRM system.
Import/export capability Supports bulk customer data import or export.		No information available

Integrated document repository Central place to access and manage all client and policy documents.		No information available
Document versioning Tracks and manages different versions of files uploaded or edited.		No information available
Searchable document database Ability to search and filter documents using keywords and metadata.		No information available
Secure document sharing Allows safe sharing of documents with clients or underwriters directly from the mobile device.		No information available
Embedded e-signature workflow Supports fully digital signing process within the app, including signature requests.		No information available
Compliance checks (KYC/AML) Automated checks for regulatory compliance when uploading/processing customer documents.		No information available
Document scanning via camera Translates photos or scans of documents into digital records.		No information available
Bulk document upload Enables uploading multiple documents at once.		No information available
Automatic document expiry notifications Notifies agents/clients if specific documents are nearing expiration or need renewal.		No information available

Mobile payment gateway integration Accepts payments via major payment providers and cards.		The platform enables mobile-initiated, compliant text/voice interactions; integration with payment is not specifically referenced but integration with payment reminders/collections is noted in Hearsay X product.
Premium calculation and breakdown Shows a detailed calculation and allocation of customer premiums including taxes and surcharges.		No information available
Instalment plan support Allows splitting premium payments into scheduled instalments.		No information available
E-receipt issuance Provides electronic payment receipts immediately after transaction.		No information available
Automatic payment reminders Notifies clients and agents about upcoming payment deadlines.		Automatic reminders for follow-ups and tasks are included; payment reminders functionality overlaps with Hearsay platform features.
Payment status monitoring Real-time update on the payment success, failure, or pending status.		No information available
Refund processing Supports initiation of premium refunds from the mobile app.		No information available
Payment security (PCI-DSS compliance) Conforms to current data security standards for payment processing.		No information available
Transaction speed Average time for payment transaction to complete.		No information available

Customizable sales reports Ability for agents and managers to create ad hoc or scheduled sales reports.		No information available
KPI dashboards Widgets and charts displaying key performance metrics in real time.		Relationship and activity analytics are featured, implying KPI dashboards for engagement.
Conversion tracking Measure lead-to-quote and quote-to-policy conversion rates.		Contact engagement rates and conversion analytics are promoted in product overview.
Policy lapse analysis Detect and report on lapses or cancellations by segment.		No information available
Product mix analysis Breakdown of sales by product, coverage type, or demographic.		No information available
Goal tracking and alerts Allows agents or teams to set, monitor, and receive alerts about personal or team targets.		No information available
Agent activity analytics Tracks and reports on agent activities, frequency, and outcomes.		Product provides analytics of agent engagement frequency and outcomes.
Export to Excel/CSV/PDF Enables reports and analytics data to be exported.		No information available
Real-time data refresh rate Frequency with which data on the dashboard is updated.		No information available

APIs for core systems (policy admin, claims, CRM) Provides APIs for seamless data exchange with policy administration, billing, claims, and CRM platforms.		Integrates with core systems (CRM, compliance platforms, and some custom insurance systems) via APIs.
Third-party data integration Connects to third-party risk-data providers, payment processors, or government APIs.		Hearsay advertises integration with third party vendors and systems (e.g., CRM, digital telephony, WhatsApp, compliance).
Single sign-on (SSO) Supports enterprise authentication methods like SSO or SAML.		Enterprise deployments support SSO/SAML authentication.
Cross-platform interoperability Works with different operating systems (iOS, Android, Windows, etc.).		App is available for both iOS and Android and as a browser experience.
Automated data sync frequency How often syncing occurs between devices and central servers.		No information available
Webhooks Supports triggering workflows or alerts based on app events.		No information available
Plugin/module ecosystem Allows for certified plugins or add-ons to enhance core functionality.		No information available

Data encryption at rest and in transit Applies strong encryption standards to protect all sensitive data.		Platform leverages encryption for data in transit and at rest as required by financial services compliance.
Role-based access control Defines permissions based on user roles (agent, admin, manager, etc.).		Role-based permissions and controls are enforced per agent/supervisor/compliance role.
Regulatory compliance (GDPR, HIPAA, etc.) Supports data handling requirements for relevant jurisdictions.		Supports compliance with major financial data regulations (e.g., GDPR, SEC, FINRA).
Audit logs Maintains comprehensive and non-editable logs of all critical actions.		Audit logging for compliance purposes is core to the platform value proposition.
Device/app remote wipe Allows wholesale data wipe from lost/stolen devices.		No information available
Two-factor/multi-factor authentication Requires extra authentication steps for higher security.		Some versions support enterprise authentication with multi-factor/two-factor via SSO/SAML/OTP.
Session timeout Automatic logout after a defined period of inactivity.		No information available
Incident response and alerting Automatic alerts and escalation for detected security incidents.		Platform supports regulatory alerting for compliance, suspicious activity, and engagement monitoring.
Data retention controls Configurable data retention periods based on policy or regulation.		Complies with jurisdictional data retention rules; configurable per compliance admin.

In-app messaging/chat Enables communication between agents, supervisors, and back office.		Product features in-app chat/messaging as a core engagement (SMS, WhatsApp, and native).
Team calendar integration Shares calendars and schedules across agents and teams.		No information available
Task delegation & monitoring Supervisors can assign and track completion of tasks.		No information available
Internal announcement board Space for organization-wide news, product updates, and motivational content.		Enterprise version supports internal bulletin/announcement features.
Co-browsing or screen-sharing support Allows supervisors to guide agents through processes in-app.		No information available
Voice note recording and sharing Agents can record and send quick voice messages to each other or to back office.		Voice/text message recording and sharing is a product capability, supporting regulatory archives.
Automated follow-up scheduling Smart reminders and auto-scheduling for next steps with clients.		Task and follow-up automation are described as included in feature set.
Performance leaderboard Shows real-time performance rankings among agents.		No information available

In-app help center Embedded access to searchable knowledge bases, FAQs, and troubleshooting guides.		Knowledge base and help center are usually included as part of enterprise software support.
Video training modules Access to short tutorials and explainer videos within the application.		No information available
Product update notifications Alerts when new products, features, or procedural changes are introduced.		In-app notifications for procedural changes, products, and compliance updates are standard.
Certification tracking Tracks agent certifications, licensing status, and upcoming renewal requirements.		No information available
Live chat support Enables real-time help through chat with support or mentors.		Many Hearsay deployments include live chat/bot or mentor figures accessible in-app.
Self-assessment quizzes Tests agent knowledge of products and compliance topics.		No information available
Knowledge content download Ability to download resources for offline use.		No information available
Usage analytics for training materials Tracks which materials are accessed and how often.		No information available

Cloud-based deployment option Available as a cloud-hosted SaaS solution for easy updates.		Hearsay Relate is a SaaS solution with cloud deployment.
App store distribution Can be published or privately distributed via major app stores (Apple, Google).		The app is distributed through Apple App Store and Google Play.
Centralized push updates Allows for remote, simultaneous updates to all user devices.		Standard SaaS approach enables centralized push updates to all clients.
Multi-level support (chat, phone, email) Range of support options for users in the field.		Support available via chat, phone, and email according to product site.
Self-service troubleshooting tools Wizard-driven diagnostics for common issues.		The help center and troubleshooting guides are commonly provided in-app.
Onboarding and configuration speed Average time required for a new agent to be fully provisioned and ready.		No information available
Usage reporting to IT/admins Accessible reporting on user adoption and health status.		No information available
Device compatibility matrix List of supported operating systems and device models.		Supports both iOS and Android; vendor maintains a compatibility matrix for deployment.

Lead Capture Forms Customizable web forms to capture lead information directly into the system.		Not as far as we are aware.* No mention of customizable web lead capture forms; Hearsay Relate focuses on client engagement post-lead.
Lead Scoring Assigns scores to leads based on engagement or quality criteria.		No information available
Lead Segmentation Ability to group leads for targeted communications based on attributes and behaviors.		No information available
Automated Lead Assignment Automatically routes leads to appropriate sales or advisory staff.		No information available
Duplicate Detection Identifies and manages duplicate lead entries.		No information available
Lead Enrichment Automatically adds supplemental data to lead profiles (e.g., financial background, demographics).		No information available
Import/Export Leads Bulk import and export of lead data in various formats (CSV, Excel, etc).		No information available
Number of Leads Supported Maximum volume of leads the system can manage.		No information available
Real-Time Lead Notifications Instant alerts when new leads are captured.		No information available
Lead Source Tracking Tracks where and how a lead originated.		No information available
Custom Lead Fields Ability to define custom data fields for unique attributes.		No information available

Multi-Channel Campaigns Support for email, SMS, social media, and other channels.		No information available
Personalization/Tokenization Dynamic insertion of personal or firm-specific info into campaign content.		No information available
Template Library Ready-made templates for common campaign types.		No information available
A/B Testing Ability to test multiple variations of campaign elements.		No information available
Campaign Scheduling Plan and schedule in advance when campaigns are delivered.		No information available
Drip Campaign Automation Automated delivery of campaign sequences based on time or user actions.		No information available
Event-Based Triggers Launch or alter campaigns based on client behaviors (e.g., website visit).		No information available
Contact List Management Organize and maintain campaign recipient lists.		No information available
Campaign Performance Analytics Detailed reporting on campaign results and engagement.		No information available
Unsubscribe/List Hygiene Tools Managing opt-outs and keeping the email list current.		No information available
Number of Concurrent Campaigns Maximum campaigns that can run simultaneously.		No information available
Approval Workflows Campaign content and flow requires approval from designated team members or compliance.		No information available

Rich Email Editor Drag-and-drop or WYSIWYG editor for email creation.		No information available
Responsive Email Design Templates and previews optimized for mobile and desktop.		No information available
Deliverability Tools Built-in checks to maximize inbox placement and sender reputation.		No information available
Bounce Management Automatic handling of hard/soft bounces and removal from future sends.		No information available
Open/Click Tracking Monitor who opens or clicks emails.		No information available
Email Throttling Controls volume/rate of outbound emails to avoid spam filters.		No information available
SPF/DKIM/DMARC Authentication Supports modern email authentication standards.		No information available
Dynamic Content Blocks Conditional display of email sections based on user data.		No information available
Send Time Optimization Automatic selection of optimal send times for highest engagement.		No information available
Email Previews Preview how email appears across devices and clients.		No information available

Workflow Builder Visual design tool to create and modify automations and sequences.		No information available
Conditional Logic Branch automations based on user actions, profile data, or events.		No information available
Task Assignment Automatically assigns follow-ups or next actions to team members.		No information available
Internal Notifications Triggers for staff via email, SMS, or in-app alerts.		Automatic activity logging to CRM and notifications to agents is a core feature.
External Triggers Initiate automations based on events in other apps (via integration).		Integrates with external systems like Salesforce for activity logging, thus enabling automations triggered by external events.
Delay and Wait Steps Ability to specify time delays or wait for completion before advancing.		No information available
Re-usable Workflow Templates Pre-built automation flows for common use cases (e.g., onboarding).		No information available
Error Handling Options to manage failures in automations (e.g., fallback steps).		No information available
Workflow Reporting Analytics to monitor and optimize automation effectiveness.		No information available

Concurrent User Support Maximum number of users that can operate the system simultaneously.		No information available
Message Throughput Number of processed messages per second.		No information available
Recording Retention Capacity Total duration or count of recordings that can be stored.		No information available
Latency System response time for message delivery or retrieval.		No information available
Uptime Guarantee Vendor-promised service availability.		No information available
Auto Scaling Ability to automatically scale system resources based on demand.		Cloud-native architecture with elastic scaling described in product information.
Load Balancing Balancing of workloads across server resources to optimize performance.		Load balancing and multi-region architecture referenced in technical documentation.
Failover and Redundancy Automatic failover and redundancy configurations.		Platform includes automated failover and redundancy.
Disaster Recovery Comprehensive disaster recovery capabilities and tested plans.		Offers disaster recovery with documented tested plans for business continuity.
Content Delivery Network (CDN) Use of a CDN for fast global access to stored content and messages.		No information available

Custom UI Themes Ability to apply the firm’s brand colors, logos, and interface layouts.		Custom UI branding/themes is available to match firm branding.
Configurable Workflows Ability to customize workflows to internal processes.		Workflows are configurable and modular by business unit or user group.
Custom Notification Rules Define alert and notification logic to suit business needs.		Notification rules can be customized by admin for users/teams.
Modular Feature Enablement Turn modules on/off as needed for specific user groups.		Feature modules can be enabled/disabled per user or team.
Custom Portal Domains Branded portal/domain for client-facing interfaces.		Custom portal domain/branding is possible for enterprise deployments.
Localization Support Customize system language, time zone, and regional settings.		Localization for language/time zone supported.
Personalized Reporting Dashboards Enable each user/role to have a custom analytics homepage.		Personalized dashboards available for agent/manager roles.
UI Widgets/Extensions Support for custom UI widgets or plugin extensions.		No information available
White-labeling Options Remove vendor branding for full white-label deployment.		White-labeling described for enterprise customers.
Custom Form Builders Drag-and-drop or API-based creation of custom data capture forms.		No information available

24/7 Support Availability Access to live support at all times.		24/7 live support referenced in vendor documentation/SLA.
Dedicated Account Manager Named support representative for each client.		Large accounts receive a named account manager.
Comprehensive Onboarding and Training Structured onboarding and training programs for firm users.		Structured onboarding and product training described for new customers.
User Community/Forums Online user communities for knowledge sharing.		Hearsay maintains a user forum/community for product users.
Service Level Agreement (SLA) Contractually defined levels of support and uptime.		Service Level Agreements (SLA) standard with contract.
Self-Service Documentation Extensive user manuals, FAQs, and troubleshooting guides.		Self-service documentation and FAQs available online.
Multi-Tier Support Plans Offering of basic, advanced, and premium support levels.		Support plans available at basic, advanced, and premium levels.
Customer Success Programs Proactive programs to drive adoption and best practices.		Customer success and adoption programs described for enterprise clients.
Regular Product Updates Frequent enhancements and bug fixes.		Regular product improvements and releases documented.
Third-Party Audit Reports Availability of security, compliance, or performance audit documentation.		Third-party security and compliance audit reports are provided.

CRM Integration Native or API connections to customer relationship management platforms.		Explicitly describes syncing activity to CRM systems, e.g., Salesforce.
Calendar Integration Integration with calendaring tools such as Outlook or Google Calendar.		No information available
Custodian/Portfolio Platform Integration Direct connection to financial data or portfolio management systems.		No information available
Contact Synchronization Two-way sync with contact books or directories.		No information available
API Availability Public or partner APIs to support customization and other integrations.		Hearsay Relate offers APIs for integration and custom workflows based on product documentation.
Webhooks Real-time event-driven integrations with external systems.		No information available
Zapier/Connector Support Works with integration platforms for non-technical automation.		No information available
Number of Supported Integrations Quantity of third-party tools with available native integrations.		No information available

FINRA/SEC/GDPR Compliance Tools Support for major financial and privacy regulations (logging, archiving, disclosures).		Advertising compliant communications for insurance/financial users, with core focus on FINRA/SEC compliance.
Role-Based Access Controls Granular controls for user access to features and data.		Supports role-based controls for compliance and oversight, noted for regulated industries.
Audit Trail Comprehensive log of all changes and user actions.		System logs all communication for compliance/auditing.
Data Encryption Encryption in transit and at rest for all sensitive data.		Hearsay documentation calls out encryption in transit and at rest.
User Authentication Multi-factor authentication and secure login options.		Multi-factor authentication and secure user management are cited in platform security summaries.
Data Retention Policies Controls over how long data is stored or archived.		Platform offers data retention compliance tooling for regulated communication.
Secure Data Export Options for encrypted download of client or marketing data.		No information available
Consent Management Tools to track and manage user marketing preferences and consent.		No information available
Anonymization/Pseudonymization Tools Ability to depersonalize data when required for compliance.		No information available

Customizable Dashboards User-defined dashboards for quick overview of KPIs.		Mobile dashboard and reporting for agents—customizable views are highlighted.
Real-Time Analytics Live reporting on activities, leads, and campaigns.		Provides real-time interaction analytics for advisor oversight.
Attribution Reporting Tracks which touchpoints drive conversions.		No information available
Funnel Analysis Visualizes where leads drop off and progress through stages.		No information available
ROI Calculation Shows financial return for each campaign and channel.		No information available
Scheduled Report Delivery Automated distribution of reports to stakeholders.		No information available
Exportable Reports Downloadable in common formats (PDF, CSV, XLS).		Reports can be exported for compliance, including CSV/PDF formats.
Custom Report Builder Flexible creator for ad hoc or bespoke reports.		No information available
Number of Standard Reports Quantity of built-in, ready-to-use reports.		No information available

Interaction History Chronological log of all communications and meetings.		Automatic chronological logging of messages and calls is a headline feature.
Website Activity Tracking Tracks prospect/client visits and behaviors on firm sites.		No information available
Event Attendance Tracking Monitors registration and participation in webinars, seminars, etc.		No information available
Survey/Feedback Tools Collects client satisfaction or NPS scores.		No information available
Document Engagement Analytics Tracks when client-facing documents are opened or read.		No information available
Communication Frequency Analytics Monitors how often clients are contacted.		No information available
Time to Initial Response Average response time from lead inquiry to first contact.		No information available

Content Library Central repository for marketing collateral, templates, disclosures, etc.		No information available
Version Control Tracks changes and access to documents over time.		No information available
Approval Workflows Content must be reviewed/approved before use.		No information available
Search and Tagging Quickly locate and filter content by tags, categories, keywords.		No information available
Personalized Content Distribution Delivers specific content to target segments or individuals.		No information available
Integration with Client Portals Ability to publish or share content directly to portals.		No information available
Content Expiry/Retention Settings Automatic management and archiving of outdated content.		No information available

Mobile App Availability Is there a native mobile application for advisers and/or clients?		Mobile-first design and native mobile app are core to Hearsay Relate.
Browser Compatibility Works on all major browsers without loss of functionality.		Designed for both desktop and mobile browsers; no indication of browser limitations.
Customizable User Interface Users can adapt layout, dashboards, and key settings.		Advisor/firm can configure dashboard elements and alerts.
Accessibility Compliance Supports standards for screen readers and accessible navigation.		No information available
Multi-Language Support User interface and communications available in various languages.		No information available
User Training Resources Guides, videos, or embedded help for staff onboarding.		Training and onboarding materials provided for insurance/financial users.
System Uptime Average percentage of time system is available during a year.		No information available

Concurrent User Capacity Maximum number of users that can be active at the same time.		No information available
Bulk Data Handling Support for large lists, imports, and batch campaign actions.		Supports handling of large communication/contact lists for enterprise deployments.
Cloud Hosting Is the platform hosted in a scalable cloud environment?		Cloud-based SaaS offering per vendor documentation.
Performance SLAs Documented guarantees on speed and reliability.		Hearsay Relate has formalized SLAs for uptime and reliability for enterprise customers.
Auto-Scaling Infrastructure System can dynamically expand resources based on usage.		No information available
Data Storage Limit Maximum size of data that can be stored.		No information available
API Call Rate Limit Maximum API calls supported per second/minute.		No information available

Multi-Channel Support Ability to handle interactions across email, chat, voice/phone, SMS, and social media.		Product supports text messaging and voice calls; documentation references compliant multi-channel interactions. No mention of social, chat, or email for this offering.
Channel Unification Unified view of all communications regardless of channel.		No information available
Channel Switching Ability to switch or escalate conversations between channels seamlessly.		No information available
APIs for Channel Integration Availability of APIs for custom integration with new channels.		API and CRM integration are marketing points, indicating APIs for channel integration.
Supported Social Platforms Number of social networks natively supported (e.g., Twitter, LinkedIn, Facebook).		No information available
Third-Party Integration Support for integrating third-party messaging and telephony solutions.		Supports CRM and other 3rd-party integration including telephony via API.
Mobile Channel Support Capability to support mobile-specific channels and apps.		Platform is described as mobile-first and supports SMS and mobile voice.
Automated Distribution Automatic routing of incoming messages to the appropriate agent/team.		Automatic activity logging indicates automated distribution and routing of messages to CRM/agents.
Outbound Communication Capabilities Ability to initiate outbound calls, emails, or chats from the platform.		Platform includes outbound communication via compliant texts and voice calls.
Omnichannel Inbox A single interface for agents to view all incoming and outgoing messages from every channel.		No information available
Simultaneous Channel Capacity Maximum number of concurrent interactions the system can support across all channels.		No information available

Call Recording Automatic recording of voice interactions.		Compliant voice call recording is a cited feature for insurance sales and compliance.
Chat/Email Archiving Archival of written communications for future reference and audit.		SMS and call logs are archived for audit and compliance purposes per product description.
Retention Policy Management Customizable message retention periods to match regulatory mandates.		Supports customizable message retention as part of compliant archiving.
Searchable Archives Ability to perform keyword or filter-based search through archived communications.		Searchable message/call archives are part of audit/compliance features.
Secure Storage Data encryption at rest and in transit for archived communications.		Encryption at rest/in transit is referenced for communications.
Audit Trails Detailed tracking of communications for auditing purposes.		Audit trails and logging are included for compliance/audit support.
Export Capabilities Ability to export records or transcripts for regulatory requests.		Export of communications for regulatory demands is supported according to documentation.
Legal Hold Ability to place specific records on legal hold to prevent deletion.		No information available
Data Purging Automation Automated deletion of records based on defined retention policies.		No information available
Compliance Certifications Certified compliance with relevant financial or data privacy regulations.		References are made to FINRA and other regulatory compliance certifications.
Backup Frequency Frequency with which backups of communications are performed.		No information available

End-to-End Encryption Encryption of data in transit and at rest from sender to receiver.		Stated as having encryption in transit and at rest (End-to-End Encryption).
Multi-Factor Authentication MFA for agent and administrator access.		Platform provides MFA for admin and agent logins (Multi-Factor Authentication).
Role-Based Access Control Granular user permission management based on roles.		Marketing and technical guides cite role-based permission structures.
SOC 2/ISO 27001 Certification Industry-standard security certifications.		Frequently listed as SOC 2 Type II and/or ISO 27001 certified.
Single Sign-On (SSO) Ability to log in using a firm’s SSO infrastructure.		Single Sign-On (SSO) is supported for enterprise customers.
Intrusion Detection System (IDS) Monitoring for and alerting of suspicious or unauthorized activities.		No information available
Granular Audit Logs Detailed system activity logging for access and events.		Granular audit logs are part of the compliance and reporting module.
Data Loss Prevention (DLP) Enforcement of policies to prevent unauthorized data sharing.		Supports DLP policies by monitoring outbound messages for compliance.
Automatic Session Timeout Automatic logout after a specified period of inactivity.		Session timeout and auto-logout are standard security policies described.
Custom Security Policies Ability to define firm-specific security policies.		Admin-configurable security policies are highlighted in support and admin documentation.

Hearsay Relate from Hearsay Systems

Product analysis by function

Mobile Sales Enablement Tools for Distribution and Agency Management

User Experience & Accessibility (4 Yes /5 Known /11 Possible features)

Quoting & Policy Issuance (0 Yes /0 Known /11 Possible features)

CRM Integration & Customer Data Management (6 Yes /6 Known /9 Possible features)

Document Management & e-Signatures (0 Yes /0 Known /9 Possible features)

Payments & Collections (2 Yes /2 Known /9 Possible features)

Analytics & Reporting (3 Yes /3 Known /9 Possible features)

Integration & Interoperability (4 Yes /4 Known /7 Possible features)

Security, Compliance & Data Privacy (7 Yes /7 Known /9 Possible features)

Agent Productivity & Collaboration (4 Yes /4 Known /8 Possible features)

Training & Knowledge Resources (3 Yes /3 Known /8 Possible features)

Deployment & Support (6 Yes /6 Known /8 Possible features)

Marketing Automation Systems for Business Development and Marketing

Lead Management (0 Yes /1 Known /11 Possible features)

Campaign Management (0 Yes /0 Known /12 Possible features)

Email Marketing (0 Yes /0 Known /10 Possible features)

Workflow & Automation (2 Yes /2 Known /9 Possible features)

Integration Capabilities (2 Yes /2 Known /8 Possible features)

Compliance & Security (6 Yes /6 Known /9 Possible features)

Analytics & Reporting (3 Yes /3 Known /9 Possible features)

Client Engagement Tracking (1 Yes /1 Known /7 Possible features)

Content Management (0 Yes /0 Known /7 Possible features)

User Experience & Accessibility (4 Yes /4 Known /7 Possible features)

Scalability & Performance (3 Yes /3 Known /7 Possible features)

Communication Management Systems for Client Services

Channel Support and Integration (6 Yes /6 Known /11 Possible features)

Compliance, Recording & Archiving (8 Yes /8 Known /11 Possible features)

Performance and Scalability (4 Yes /4 Known /10 Possible features)

Security (9 Yes /9 Known /10 Possible features)

Agent Productivity and Workflow (9 Yes /9 Known /10 Possible features)

Client Experience and Self-Service (6 Yes /6 Known /10 Possible features)

Integration and API Ecosystem (7 Yes /8 Known /10 Possible features)

Reporting and Analytics (8 Yes /8 Known /10 Possible features)

Artificial Intelligence and Automation (8 Yes /8 Known /10 Possible features)

Customization and Branding (8 Yes /8 Known /10 Possible features)

Support & Vendor Management (10 Yes /10 Known /10 Possible features)

User Experience & Accessibility
(4 Yes /5 Known /11 Possible features)

Quoting & Policy Issuance
(0 Yes /0 Known /11 Possible features)

CRM Integration & Customer Data Management
(6 Yes /6 Known /9 Possible features)

Document Management & e-Signatures
(0 Yes /0 Known /9 Possible features)

Payments & Collections
(2 Yes /2 Known /9 Possible features)

Analytics & Reporting
(3 Yes /3 Known /9 Possible features)

Integration & Interoperability
(4 Yes /4 Known /7 Possible features)

Security, Compliance & Data Privacy
(7 Yes /7 Known /9 Possible features)

Agent Productivity & Collaboration
(4 Yes /4 Known /8 Possible features)

Training & Knowledge Resources
(3 Yes /3 Known /8 Possible features)

Deployment & Support
(6 Yes /6 Known /8 Possible features)

Lead Management
(0 Yes /1 Known /11 Possible features)

Campaign Management
(0 Yes /0 Known /12 Possible features)

Email Marketing
(0 Yes /0 Known /10 Possible features)

Workflow & Automation
(2 Yes /2 Known /9 Possible features)

Integration Capabilities
(2 Yes /2 Known /8 Possible features)

Compliance & Security
(6 Yes /6 Known /9 Possible features)

Analytics & Reporting
(3 Yes /3 Known /9 Possible features)

Client Engagement Tracking
(1 Yes /1 Known /7 Possible features)

Content Management
(0 Yes /0 Known /7 Possible features)

User Experience & Accessibility
(4 Yes /4 Known /7 Possible features)

Scalability & Performance
(3 Yes /3 Known /7 Possible features)

Channel Support and Integration
(6 Yes /6 Known /11 Possible features)

Compliance, Recording & Archiving
(8 Yes /8 Known /11 Possible features)

Performance and Scalability
(4 Yes /4 Known /10 Possible features)

Security
(9 Yes /9 Known /10 Possible features)

Agent Productivity and Workflow
(9 Yes /9 Known /10 Possible features)

Client Experience and Self-Service
(6 Yes /6 Known /10 Possible features)

Integration and API Ecosystem
(7 Yes /8 Known /10 Possible features)

Reporting and Analytics
(8 Yes /8 Known /10 Possible features)

Artificial Intelligence and Automation
(8 Yes /8 Known /10 Possible features)

Customization and Branding
(8 Yes /8 Known /10 Possible features)

Support & Vendor Management
(10 Yes /10 Known /10 Possible features)

Unified Agent Dashboard A single workspace displaying all client interactions, case history, and tasks.		Unified agent dashboard is described; centralizes SMS, call history, and tasks.
Automated Task Assignment Automatic routing of cases or queries to the most appropriate agent/team.		Messages and calls are automatically assigned/routed to an agent based on context.
Macros and Templates Pre-defined responses or templates for frequent client interactions.		Templates for common responses are available.
CRM Integration Native or API-based integration with customer relationship management systems.		CRM integration is a featured part of the platform (Salesforce and others).
Case Management System for managing open/closed client requests and issues.		No information available
Internal Chat/Collaboration Channel for agents to communicate internally without leaving the platform.		Internal team chat and collaboration described for Hearsay platform.
Notifications and Alerts Real-time notifications for new messages or urgent action items.		Notifications and alerts available for new client activities or actions.
Automated Follow-Up Automated reminders or follow-up tasks for pending topics.		Automated reminders and follow-up tasks are operational features.
Workflow Customization Ability to define and automate unique workflows or escalation processes.		Workflows are configurable and automated based on business rules.
Search and Filter Functions Fast, multi-parameter searching and filtering of communication records.		The system provides fast searching and filtering for compliance and productivity.

Client Portal Access Clients can log in to view past correspondence, statements, and open tickets.		No information available
Self-Service Knowledge Base A searchable database of FAQs and support articles.		A knowledge base is provided for agents and, occasionally, clients.
Automated Chatbots Intelligent bots to answer common questions or route more complex inquiries.		No information available
Personalization Options Custom greetings, tailored content, and preferences for communication.		No information available
Secure Document Sharing Ability for clients to securely send/receive documents via the platform.		Secure client document exchange is highlighted as a differentiator.
Response Time SLA Average response time guaranteed for client communications.		No information available
Real-Time Status Updates Clients receive real-time updates on the status of their inquiries.		Clients/agents receive real-time status updates for compliance and engagement.
Multilingual Support Support for multiple languages in interfaces and communications.		Multilingual support is available for messaging in regulated industries.
Accessibility Standards Compliance Adherence to accessibility standards such as WCAG/ADA.		Product regularly aligns with accessibility standards.
Mobile Access for Clients Optimized mobile experience for client-side interaction.		Mobile access for agents and clients is central to the offering.

Open APIs Availability of open APIs for integration with in-house or third-party applications.		Open API access for integrations is documented.
Webhooks Support Ability to push real-time data and updates to other systems.		No information available
Pre-built Integrations Out-of-the-box connectors to popular CRM, ERP, and compliance platforms.		Integrations available for Salesforce and other CRMs.
Event-Driven Architecture System supports event-driven integrations for real-time actions.		Not as far as we are aware.* Platform supports webhooks, but event-driven integrations for real-time actions are not advertised.
Data Import/Export Tools Built-in utilities for importing or exporting data in multiple formats.		Can import/export contact, message, and archive data.
Integration Documentation Quality Comprehensiveness and clarity of provided integration documentation.		API and integration documentation is detailed and available.
Custom Scripting/Extensions Ability to add custom logic or workflows through scripting.		Supports custom automation via scripting and workflow controls.
Authentication Protocol Support Support for OAuth2, SAML, and similar secure authentication frameworks.		OAuth and SAML are supported for authentication.
Batch Processing Support for large-scale/batch data operations via API.		Batch data operations described in developer and admin guides.
Integration Rate Limits Maximum API calls allowed per hour.		No information available

Real-Time Dashboards Live reporting on key communications metrics.		Dashboard provides real-time metrics on communication activity.
Custom Report Builder Creation of ad-hoc or scheduled custom reports.		Users can create and schedule custom reports for messaging/engagement.
Predefined Compliance Reports Standard reports for regulatory compliance.		Regulatory compliance reports are pre-built for audits.
Export to PDF/Excel Ability to export analytics and reports in common formats.		Exports to PDF/Excel are standard output options for reports.
Agent Performance Metrics Measurement of agent-specific KPIs (response time, resolution rate).		Agent activity and key performance indicators are tracked and reported.
Client Satisfaction Surveys Integrated collection and reporting of client satisfaction ratings.		No information available
Data Visualization Tools Built-in graphs, charts, and heatmaps for insights.		Visualization tools (charts, dashboards) provided for engagement analytics.
Scheduled Reporting Ability to set and automate report generation schedules.		Scheduled report generation is supported for admins/teams.
Drill-Down Analytics Capability to drill down from summary to detailed records.		Reports support drill-down from summary to detail levels.
Historic Data Retention Number of months/years historical data is retained for analytics.		No information available

AI-Based Routing Intelligent assignment of cases/messages based on context and agent skills.		AI-based routing mentioned in context of workflow/task assignment.
Automated Compliance Monitoring AI to identify and flag potential compliance violations in real time.		Real-time compliance violation flagging (for texting) is referenced.
Speech-to-Text Transcription Automated transcription of voice calls for record-keeping and analysis.		Live voice calls can be transcribed for recordkeeping and compliance.
Sentiment Analysis Analysis of client sentiment and escalation based on message content.		Sentiment analysis for text interactions for escalation/experience analytics.
Auto-Categorization/Tagging Automated tagging of communications for classification and search.		Automated classification of communications for search and compliance.
Suggested Responses AI-driven recommended replies and next best actions for agents.		Suggested pre-approved replies are an AI-powered feature for agents.
Fraud Detection Real-time AI screening for fraud or anomalous interactions.		Real-time anomaly/fraud detection referenced for certain communication contexts.
Bulk Outbound Campaigns Automated bulk messaging for compliance or marketing (with permission).		No information available
Workflow Automation Automatic triggering of workflows from specific communication events.		Workflows can be triggered automatically based on message events.
Custom ML Model Integration Support for integrating custom machine learning models.		No information available