Reply while you’re busy
I answer incoming texts immediately, day or night. Your lead hears from your assistant without waiting for you to check your phone.
YOUR AI ASSISTANT / VERSION 2.0
Hi, I’m
Hanna.
Give me the texts.
Get on with your day.
I’m here 24/7. I reply immediately, ask the questions you usually ask and keep track of the answers. When a client picks a plan, their choice is waiting for you.
HANNA 2.0 / AI PERSONAHannaYour assistant.
WHAT YOU CAN LEAVE WITH ME
Consider the
texting covered.
I handle the back-and-forth that fills your inbox, from the first question through to a client’s plan choice.
Ask the routine questions
I gather state, household and ages, then remember what they tell me. If a detail changes, I update it and carry on.
Share their plan options
I send the supported health plan comparison link. Your client can look through the options and tell me which one they want.
Have the details ready
When a client chooses, I save their selection with the conversation. You can review it and take the next step.
READ ONE OF MY REPLIES
Here’s how
I’d handle it.
HANNA / SAMPLE CONVERSATION
Scripted exampleA few texts you can leave with Hanna.
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. Happy to help. Which state do you live in?
The conversation stays on the client’s record.
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.
Scripted examples. This demo does not send texts or quote insurance.
ALWAYS YOUR ASSISTANT
They know
who I work for.
“Hi Alex, I’m Hanna, David’s assistant.” From the first reply, your client knows who they’re dealing with. You approve my tone and what I can answer.
When someone needs your advice or wants a call, I keep their request with the details. You handle recommendations, eligibility and the application.
How you stay in control