AUTOMATING INSURANCE HEALTH / LIFE / ANNUITIES
Get your
time back.
Hanna is your 24/7 insurance assistant. She answers texts immediately and handles the routine questions while you get on with your day.
Immediate replies
Details collected for you
Available 24/7
01 / READY FOR THE NEXT INQUIRY
Your lead gets
a reply, right away.
When someone asks about coverage, Hanna answers while they’re still thinking about it. She starts with the details you need and keeps the conversation going, even when you’re busy.
A few texts you can leave with Hanna.
EXAMPLE CONVERSATION
THE WORK SHE DOES FOR YOU
Message received
A text arrives in HighLevel
Record checked
New contact · Family coverage
Hanna replies
Ask for the state
Reply sent as your assistant
Open the contact whenever you need it.
HANNA 2.0 / AI PERSONA02 / YOUR ASSISTANT, HANNA 2.0
I’ll take
the texts.
You’ve got a business to run. I can keep up with the texts.
I introduce myself as your assistant, ask the routine questions and send the plan link. You get the details and any choice your client makes, ready to review.
03 / LESS WORK BETWEEN CONVERSATIONS
Skip the
copy and paste.
The details Hanna collects go straight into HighLevel. Open the contact to see the conversation and any plan choice. No retyping the conversation into your CRM.
Your lead texts
Hanna is available 24/7
Hanna collects the details
Saved as the conversation unfolds
They get their options
Your supported plan comparison
You take the next step
Their details and choice on file
The conversation and the details, in the account you already use.
See how it works04 / HEALTH, LIFE AND ANNUITIES
More time for
the clients you serve.
Give Hanna the early questions in your line of work. Start with health, or talk to us about life and annuities.
05 / WHEN THE DAY IS DONE
Dinner’s ready.
Your phone lights up.
Hanna can
take this one.
Why Hanna exists FIELD NOTES
