Hearsay Mobile by Yext vs Agencyzoom

Hearsay Mobile by Yext is the only app to unify compliant social media, text, and messaging for financial services professionals—all in one place, on the go. Combining the power of Hearsay Social and Hearsay Relate, Yext helps agents and advisors unlock authentic 1:1 and 1:many outreach that attracts prospects and engages clients, efficiently and compliantly. Key capabilities across: Hearsay Social - Subscribe to automated campaigns to ensure a steady drip of social content - Access corporate, industry and 3rd party content - all curated with AI-powered user recommendations - Easily create and share original content on the go - Schedule posts in advance - Target the content that resonates most with your specific client base Hearsay Relate - Compliantly send and receive texts with clients - Communicate with confidence with high-fidelity voice calling - Integrate with contacts and CRM to increase productivity - Ensure opportunities are handled quickly with real-time notifications - Seamlessly integrate with your calendar to set appointments, and schedule reminder messages for upcoming meetings, birthday greetings, and more IMPORTANT NOTE: Requires a Hearsay account provided by your organization.

Managing an insurance agency doesn't have to happen at the agency. Not in the office? Not a problem! With AgencyZoom you can manage leads, track sales, and organize tasks from anywhere. With AgencyZoom you can do all of the following. Manage leads: With the mobile lead manager you'll be able to update the status of your leads, take notes, send emails, capture quotes, or even sell a policy directly from your phone Track sales and daily goals: Receive real-time notifications when a policy is sold, and monitor sales performance on the go. Track what sold, who sold it, and how your producers' performances stack up. Organize daily tasks: Create and manage tasks directly from your phone. Never miss another todo! Review Customer Information : Look up customers policy information directly from your phone. Take notes, schedule meetings, and review policy details. Whether you’re trapped in transit or relaxing in the tropics, AgencyZoom is the best way to manage your insurance agency on the go.