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What is Hearsay?

Hearsay Systems is transforming the client experience within the financial services sector. With the Hearsay Client Engagement Platform, over 200,000 agents and advisors are empowered to cultivate genuine and insightful business relationships. The platform effectively manages the final stages of digital communication, ensuring that interactions are both guided and documented. Used by some of the most esteemed financial institutions globally, such as New York Life, Morgan Stanley, and Charles Schwab, Hearsay's SaaS solution enhances their ability to broaden their outreach, optimize sales interactions, and deliver outstanding client service consistently and in compliance with regulations. Headquartered in San Francisco, Hearsay also boasts teams located across North America, Europe, and Asia, showcasing its commitment to global reach and collaboration. This strategic positioning allows Hearsay to stay attuned to the diverse needs of its clients worldwide.

What is EZLynx?

All EZLynx offerings integrate flawlessly with our comparative rater and agency management system, delivering a cohesive platform for users. You can choose to bundle products for improved efficiency or obtain them individually according to the unique needs of your agency. EZLynx provides state-of-the-art insurance software aimed at streamlining your agency’s processes. Whether you opt for a product bundle to enhance productivity or select items separately, each option seamlessly fits into our all-encompassing platform, which adeptly manages customer interactions throughout their entire journey. From instant home and auto quotes available directly on your insurance agency's website to integrated email marketing tools, EZLynx encompasses everything necessary for your operations. The cloud-based setup enables agents to boost both client acquisition and service throughout every phase of the client relationship, ensuring a comprehensive experience. You will find it easy to access all your clients' quotes, policies, and documents in a single, centralized location. By utilizing EZLynx, agencies can witness a remarkable improvement in their operational effectiveness and client satisfaction, ultimately leading to greater success in the competitive insurance market. Embracing these tools can redefine the way you manage your agency and interact with customers.

Media

Media

Integrations Supported

Aline
Axis LMS
Canopy Connect
Dial Your Leads
Global Relay
Nekton.ai
RenewalCompass
SPLICE Dialog Suite
Simplii
Sonant
vBots

Integrations Supported

Aline
Axis LMS
Canopy Connect
Dial Your Leads
Global Relay
Nekton.ai
RenewalCompass
SPLICE Dialog Suite
Simplii
Sonant
vBots

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Hearsay Systems

Company Location

United States

Company Website

www.hearsaysystems.com

Company Facts

Organization Name

EZLynx

Date Founded

2003

Company Location

United States

Company Website

www.ezlynx.com

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

SMS Marketing

2-Way Messaging
Artificial Intelligence
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win

Social Media Management

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

Social Selling

Automated Publishing
Compliance Management
Content Discovery
Content Management
Employee Advocacy
Gamification
Lead Engagement
Performance Metrics
Pre-Approved Content Library
Single Sign On
Social Media Monitoring

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

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