Know what she’ll say
Hanna works from your approved information and sourced quotes. We agree how she responds to questions beyond the products and states you cover.
TRUST & CONTROL
An assistant
you can oversee.
You approve Hanna’s answers and decide when she should involve you. Read the conversations and see what she has saved, right in your account.
Decide what comes to you
You review a client’s plan choice and handle requests for a call. Hanna keeps the conversation and details with the request.
Respect a request to stop
Your HighLevel opt-out and do-not-contact controls are checked before launch, along with the follow-up rules you want Hanna to use.
Read her work before launch
Try a conversation yourself. Change a detail, ask a question and choose a plan, then check the reply and what reached your contact record.
Be clear about
client information.
We’ll review the information Hanna needs, where it goes and who can access it. Bring your requirements for security, retention and data handling to that discussion.
Any security or compliance requirements need to be assessed for your setup. We’ll document the services involved and the requirements agreed for your setup.
Discuss your requirementsYOUR PROFESSIONAL JUDGMENT
The decisions
are still yours.
Hanna supports communication and operations. Licensed professionals remain responsible for advice, suitability, final eligibility decisions, applications and carrier submissions. A generated estimate is not a policy, an approval or a coverage guarantee.