Let’s talk

THE NEXGEN LEVERAGE PLATFORM

A conversation on top.
A connected system beneath.

You stay at the centre. Hanna handles the conversation, connects the details and guides the customer toward the next step in your process.

See the system in action
01

A text arrives

Inbound conversation

02

Context connects

History + contact facts

03

Hanna responds

Knowledge + next action

04

You move it forward

Plans, choices + processing

Built for the whole
conversation.

The current foundation combines HighLevel’s native conversation and workflow tools with purpose-built insurance services.

01

Conversation intelligence

Hanna responds as your assistant inside the configured conversation channel, using approved knowledge and relevant context.

02

Connected customer context

Contact information, household details and explicit corrections stay tied to the workflow.

03

Grounded quote support

A configured service returns supported estimates and option identities. The language model does not invent rates.

04

Operational follow-through

Supported plan links, client selections and follow-up stay connected, ready for you to review and process the next step.

DEPTH WITHOUT THE DAILY FRICTION

Your process.
More connected.

  • Approved knowledge shaped to your products
  • A defined path for corrections and unsupported requests
  • Current options and client selections ready for your review
  • Follow-up rules and native opt-out controls
  • Testing that checks the conversation and the outcome

Capabilities depend on the configured product, data sources and workflow. Scope and end-to-end acceptance are confirmed during implementation.

How implementation works

YOUR NEXT CHAPTER STARTS WITH A CONVERSATION

Less busywork.
More possibility.

Let’s put Hanna to work