Answer & qualify
Reply to product and process questions, then qualify the enquiry — no advice.
Lisra answers product questions, qualifies leads, books appointments with a licensed advisor and collects the documents you 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 documents already collected — and every conversation stays inside your compliance rules.
Reply to product and process questions, then qualify the enquiry — no advice.
Schedule qualified leads with the right advisor against live availability.
Securely gather ID, proof and details so the advisor is ready before the call.
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, cover types, process and timelines from approved content.
Score and sort enquiries by product, eligibility and intent before they reach an advisor.
Book qualified leads into the right licensed advisor's calendar automatically.
Securely collect ID, proof and the details needed to prepare the case.
Send appointment reminders and renewal alerts to reduce drop-off.
Anything that needs advice or a decision is routed to a licensed human.
Lisra works strictly inside your compliance rules. Quotes, recommendations, suitability and any regulated advice are given only by your licensed advisors — Lisra qualifies, books and collects, then hands over.
Map one real enquiry-to-appointment workflow in a guided demo.