Answer & qualify
Reply to product and process questions, then qualify the inquiry, with no advice given.
Lisra answers product questions, qualifies leads, books appointments with a licensed advisor and captures the details they need, then routes anything that needs advice to a human. Information and scheduling only, never financial advice.
Prospects get fast, accurate information and a booked appointment; your advisors receive qualified leads with the details already captured, and every conversation follows the rules you set.
Reply to product and process questions, then qualify the inquiry, with no advice given.
Schedule qualified leads with the right advisor against live availability.
Gather the facts the advisor needs, so the call starts prepared.
Send reminders and renewal nudges, and nurture leads that aren't ready yet.
Lisra handles information, qualification and scheduling while advice, quotes and decisions stay with your licensed advisors.
Explain products, coverage types, process and timelines from approved content.
Sort inquiries by product, eligibility and intent before they reach an advisor.
Book qualified leads with the right licensed advisor at an open time in Lisra.
Capture the facts an advisor needs to prepare, in the client's own words.
Send appointment reminders and renewal alerts to reduce drop-off.
Anything that needs advice or a decision goes to a licensed person on your team.
Lisra works inside the rules you set. Quotes, recommendations, suitability and any regulated advice come only from your licensed advisors. Lisra answers, qualifies and books, then hands over.
Start from the finance industry pack, a ready setup of services, wording and steps, then map one real inquiry to appointment workflow in a guided demo.