Be useful from the first reply
Answer the question and move the conversation along. Give the client a clear next step without making them repeat themselves.
BUILT FOR THE WAY YOU WORK
There’s plenty to do.
You could use a hand.
NexGen Leverage builds assistants for independent insurance professionals. We started with the job that follows you everywhere: answering incoming texts.
Run your own insurance business and the questions follow you home. A new lead wants options. A client sends the age you asked for this morning. You reply between everything else.
Each exchange is small. Put them together and they take a sizeable part of your day. You need to be responsive, but you also need time to work with the people who already depend on you.
Some of that work
can be Hanna’s.
Hanna takes the incoming texts. She’s available 24/7, answers immediately and asks the routine questions you would ask. She saves the answers as she goes, so you can return to the conversation with the details in front of you.
We’re starting with health insurance, from the first reply through to a client’s plan choice. The point is to give you useful help with a job you already have, and a little more of your day to yourself.
WHAT WE EXPECT OF HANNA
Make less work for you
Save what the client said where you can use it. A conversation should leave you with something you can act on.
Know when to involve you
Handle the questions she’s been set up for. Bring you the requests that need your experience and judgment.