Answers you approve
Give Hanna the product information you trust and decide which questions need your attention.
WORKING IN THE TOOLS YOU USE
The details are in.
You didn’t type them.
Hanna puts the details from each text into HighLevel as she goes. Your quoting service provides the plan options she shares with clients.
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WHERE HANNA WORKS
HighLevel
Open your contact and find the conversation, the household details and any plan choice together. It’s the same account you already use.
- Immediate replies in your existing inbox
- Client details saved as they come in
- Your existing pipeline and follow-up rules
- Plan choices and call requests you can act on
Options from your quote service
Rates and plan details come from the quoting service. The option your client selects stays linked to the quote they saw.
Using something
else?
Tell us which CRM you use and how you handle texts today. We’ll check what can connect and explain any extra setup before you commit.
Talk through your setup