WebGet Hearsay Relate, a mobile application that enables financial services professionals to move business forward. Leverage compliant texting and seamless voice calling to connect with your entire book of business. Stay … WebHearsay integrates seamlessly with leading platforms for CRM, archiving and content publishing Learn more Automatically sync 1:1 compliant communications with your CRM
Hearsay Relate - A Day in the Life of the Agent and Advisor
Web14 de dic. de 2024 · Hearsay Relate User Guide. Alexandria Lemus. Updated 3 months ago. The attached user guide includes information on all Hearsay Relate functionality for … Web3 de ene. de 2024 · Hearsay Systems announced Dec. 17 an automated compliance supervision offering for text messaging that is a component of the Hearsay Relate … party rentals dearborn mi
Preparing Your Book of Business into a .CSV File for Uploading
WebCampaign: content that is a part of a campaign and is currently scheduled to be published at a later date. Calendar: access to the calendar tool which allows users to view and adjust … WebHEARSAY RElate. Enterprise-grade, compliant text and voice. Drive client satisfaction by making compliant, on-the-go communication intuitive, ... “This is an incredibly powerful sales productivity tool that is going to help people be more efficient and create deeper … Web18 de mar. de 2024 · To get started: Open the Hearsay Relate app. Click Connect Landline when prompted. Enter in your landline number. Note: If you are prompted with alert, stating your number is ineligible, your landline most likely is not text-enabled. To resolve this, please contact your service provider and request that the underlying carrier of your landline ... party rentals decatur ga