After the August 2024 acquisition, Hearsay Systems joined Yext, combining Yext's digital presence management with Hearsay's compliant customer engagement tools.
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Partner Platform
Score1 out of 10
Small Businesses (1-50 employees)
The Partner Platform agency management system is designed to present an easy to use, end-to-end, and affordable solution that is not overly complex. With Partner Platform the user can easily manage the
entire life-cycle of the agency’s client relationship from pre-sales to servicing
to renewal in a unified system that has: sales & marketing client, policy,
& financial management agency-branded mobile app integrated text messaging data…
Apart from a few limitations, Hearsay Social is an excellent tool for managing your social media posts in one place. Its user-friendly interface allows you to analyze, track, schedule, and automate social media posts. This is a must in today's age. It saves a lot of stress and handwork and makes you efficient as it gives you tools to analyze the results of your posts in terms of reach, viewership, etc. Thereby helping you to formulate your social media strategy.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Not suited for a heavy commercial lines agency and/or one that has large, complex accounts. Too much policy detail isn't available within the system, so you end up having to either 1) go to carrier websites to pull copies of policies to determine accurate coverage, which is a hassle, especially if an active, endorsement active account or 2) go into documents to pull up copy(ies) of policy/endorsements to determine coverage or 3) keep a master copy of the policy, as issued (as a PDF) and note every endorsement change on that PDF, so you have one place to easily access how coverage stands at this point in time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Prospect side of system lacks functionality of the client side.
No search function in notes/the main area to view all activity (not just documents, but any additional notes such as logs of discussions with producers/clients/prospects, logged phone calls, etc.). Should have same search functionality in Notes as in Documents.
"Quick Summary" profiles lack functionality of true client profile area.
No ability to turn off downloads..........wipes out too much underwriting detail. Too many lines of business don't download (not sure whether SIS Partner issue or carrier side issue). No Garage, Crime, Equipment Floaters, Builders Risk-Installation Floater, etc.
From a commercial standpoint, their policy detail really only addresses the five major lines of business, i.e., Property, GL, Auto, WC and Umbrella. Other ancillary lines, there is no where to input policy detail (other than in a General Remarks section), which doesn't show up on the "summary" detail.
Very apparent this system was developed for Personal Lines and not meant to handle large, sophisticated Commercial Lines accounts. When you deal with their Help Desk folks........they are totally insurance unknowledgeable, and often don't understand what is being asked of them.
Help Desk "pat" answer is "we'll add it to the enhancement list", but there are thing requested long ago and still not fixed/changed.
If you wish to reduce stress of managing multiple social media handles from a single place, you can use Hearsay Social. Hearsay Social helps you analyze, automate, schedule posts and even give ideas for posts. Rather than multitasking, one would obliviously choose a single place to track your posts. It also fares greatly as compared to its competitors. It has a great interface. Very easy and simple to use.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I think it is a great system if a policy and or changes download. After that, in our experience, all the manual entry is very difficult. In my opinion, it appears to be built by tech people and not insurance people.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Facebook Business Manager is also good however it has some limitations like it's very difficult to remove an ad account, we cannot schedule shared posts and the user interface is a bit complicated and not user-friendly. I like the user interface of Hearsay Social. I find it very simple and easy to use. Also, it has all the features that you might require in Social Media Management tool.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
