Let’s talk

HEALTH / LIFE / ANNUITIES

A helping hand
in your line of work.

Give Hanna the opening questions you ask every day. The health workflow is available now; life and annuity conversations are set up with you.

01 / What the health workflow includes

Health insurance

Hanna replies immediately and collects the household details. She sends your plan comparison link and saves the client’s choice for you to review, any time of day.

Explore health insurance 02 / Set up for your practice

Life insurance

Let Hanna take care of the opening questions. You can begin the conversation knowing who needs coverage and what made them reach out.

Explore life insurance 03 / Set up for your practice

Annuities

Give retirement inquiries a prompt reply and gather the background before you call. Hanna can handle the opening exchange around the questions you approve.

Explore annuities

Start with the
work you repeat.

For health, Hanna can collect the details, send supported plan comparisons and save the client’s choice. For life and annuities, we begin with the questions you need answered before a conversation.

We’ll confirm the products, states and tasks she can cover before you get started.

YOUR NEXT TEXT COULD BE HANNA’S

Let Hanna
text back.

See Hanna at work