Ask what brought them here
Give Hanna the opening questions you use most. She can find out who the inquiry is for and what prompted it.
HELP WITH YOUR LIFE INSURANCE INQUIRIES
Start the first call
with their answers.
Let Hanna take care of the opening questions. You can begin the conversation knowing who needs coverage and what made them reach out.
See what Hanna can do“We just had our first child. Where should we start?”HANNA CAN TAKE THE FIRST REPLY.
Know what prompted the call.
A new baby might have someone thinking about life insurance for the first time. Hanna can ask the questions you agree on, leaving you more time to listen when you speak.
Answer the everyday questions
Choose the product information Hanna may share. Questions that need your judgment come back to you.
Have the background ready
Read their answers alongside the conversation before you call. You take care of the advice, underwriting questions and application.
Set up for your practice
Life insurance workflows are scoped separately. Automated life quotes, carrier connections, underwriting and policy issuance are not included in the current health implementation.
How we get her ready