Give the inquiry a reply
Hanna introduces herself as your assistant. The person reaching out knows their question has reached your office.
HELP WITH YOUR ANNUITY INQUIRIES
Before the first call,
hear what matters.
Give retirement inquiries a prompt reply and gather the background before you call. Hanna can handle the opening exchange around the questions you approve.
See what Hanna can do“I’d like to talk to someone about retirement income.”HANNA CAN TAKE THE FIRST REPLY.
Know what they want to discuss.
Someone has a question about retirement income. Hanna can find out what they want to discuss and save the conversation, so you have a useful starting point when you get in touch.
Find out what they need
Set the limited questions Hanna can ask before your conversation. Their answers stay with the contact record.
Prepare for your conversation
Review what they have shared before you get in touch. Product recommendations and suitability decisions stay with qualified professionals.
Set up for your practice
Annuity workflows need separate discovery, approved product knowledge and testing. The current implementation does not include annuity quoting, recommendations, suitability assessments or carrier integrations.
How we get her ready