Let’s talk

YOUR AI ASSISTANT / VERSION 2.0

Hi, I’m
Hanna.

I handle the next text.
You handle the next big thing.

I’m your assistant. I keep your conversations moving, bring the details together and help your clients reach the next step. Your name. Your expertise. Your relationships.

Hanna 2.0, a fictional AI assistant personaHANNA 2.0 / AI PERSONA
HannaYour assistant.

ONE ASSISTANT. MEANINGFUL WORK.

Here’s where
I come in.

From the first question to a plan comparison link or a request for a call, I keep the conversation moving for you.

01

Make the first reply count

Introduce myself as your assistant, respond to incoming texts and ask the next useful question.

02

Keep the details together

Carry known contact and household context into the conversation. Handle corrections without restarting.

03

Move toward a clear choice

Help customers explore supported options through a plan comparison link and carry their selection forward.

04

Keep you ready

Keep the customer’s details and selected option together so you can review and process the next step.

SEE HOW I THINK

A conversation
with a next step.

HANNA / CONVERSATION LAB

Every conversation has a next step.

Illustrative demo
Hanna 2.0David’s assistant

EXAMPLE CONVERSATION

Hi, I’m looking for health coverage for my family.
Hi Alex, I’m Hanna, David’s assistant. I can help you explore your options. Which state do you live in?
Your assistant. Your client. One conversation.

BEHIND THE CONVERSATION

Message received

Incoming text enters the workflow

Context understood

David’s client · Household coverage

Next step selected

Ask for the next useful detail

Conversation moving forward

Your assistant keeps you ready for the next step.

Scripted examples, not a live insurance service. No messages are sent.

YOUR ASSISTANT. YOUR CLIENTS. ONE CONVERSATION.

Your assistant.
Your relationship.

Hanna introduces herself as your assistant and follows your approved process. She helps your clients understand what comes next and keeps you connected throughout.

You review choices and handle processing. As the licensed professional, you stay responsible for advice, eligibility review and carrier submissions.

Explore trust & control

YOUR NEXT CHAPTER STARTS WITH A CONVERSATION

Less busywork.
More possibility.

Let’s put Hanna to work