Gather the household details
Hanna starts with what is already on the record and asks for the missing information. A corrected age stays corrected.
YOUR HEALTH INSURANCE ASSISTANT
Your health leads.
Answered right away.
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.
See what Hanna can do“We’re a family of four. Can you help us understand our options?”HANNA CAN TAKE THE FIRST REPLY.
The first questions are taken care of.
Hanna asks about the family looking for coverage and keeps track when an answer changes. You can spend less time collecting the basics before you get to the advice.
Send the comparison link
Your client can look through the supported plans at a time that suits them. Hanna shares the link once the required details are in.
Save their plan choice
When your client tells Hanna which plan they want, she records it with their details. You have what you need to begin your review.
What the health workflow includes
The health workflow covers a defined plan catalog, supported state and household combinations, sourced estimates and comparison pages. Availability varies by state. Final eligibility, applications and carrier submissions stay with you.
How we get her ready