Start with what you know
Use available contact and household details, ask for missing information, and carry explicit corrections forward.
BUILT FROM REAL HEALTH INSURANCE WORKFLOWS
Coverage is complex.
The conversation can flow.
Give every incoming inquiry a clear next step. Hanna works as your assistant, connecting client details, supported plan options and the choice you will process.
Explore your workflow“We’re a family of four. Can you help us understand our options?”EVERY INQUIRY HAS A PERSON BEHIND IT.
From the first question to a clearer choice.
A family has questions. Their details change. Their budget matters. Hanna keeps those moving parts connected so you can focus on helping them make a considered decision.
Keep options grounded
Connect the conversation to the configured quoting service and approved product knowledge. Unsupported cases stay explicit.
Make the next step easy
Share the supported plan comparison link and keep your client’s selection ready for you to review and process.
Current foundation
The reviewed implementation supports a defined health catalogue, state and household combinations, sourced estimates, comparison pages and your review. Availability varies. Final eligibility and carrier submission stay with a licensed professional.
How we scope a rollout