AUTOMATING INSURANCE HEALTH / LIFE / ANNUITIES
Your next
advantage.
Meet Hanna 2.0. Your rep’s AI assistant. Every incoming text becomes a conversation with a clear next step.
Responsive by design
Context connected
Your rep stays connected
01 / LESS FRICTION. MORE MOMENTUM.
Every text is
a door opening.
Hanna replies as your rep’s assistant. She gathers the details, helps customers explore supported options and keeps the next step clear. Your rep stays at the centre of the relationship.
Every conversation has a next step.
EXAMPLE CONVERSATION
BEHIND THE CONVERSATION
Message received
Incoming text enters the workflow
Context understood
David’s client · Household coverage
Next step selected
Ask for the next useful detail
Conversation moving forward
Hanna supports the conversation. David is the rep.
HANNA 2.0 / AI PERSONA02 / MEET YOUR NEXT TEAMMATE
A human touch.
An advantage.
She remembers the details. Asks the useful questions. Keeps the next step in sight.
Hanna works for your reps. She carries the conversation from the first question to a plan link, a choice or a phone request, with the details ready for the rep to act on.
03 / CONNECTED UNDER THE SURFACE
The reply is simple.
The thinking runs deep.
Conversations, contact history, approved knowledge and workflow actions. One connected system, built around the way insurance work actually happens.
A text arrives
Inbound conversation
Context connects
History + contact facts
Hanna responds
Knowledge + next action
Your rep moves it forward
Plans, choices + processing
Built on a HighLevel foundation. Shaped around your business.
Explore the platform04 / YOUR FIELD. OUR FOCUS.
Insurance is personal.
So is the way we build.
Start with the conversations your team knows best. We connect the workflow around them.
05 / THE POINT OF ALL THIS
Give the repetitive
work to Hanna.
Give the meaningful
moments to your people.
Our thinking FIELD NOTES
