Prospective clients researching financial advice, insurance, or accounting services want to know quickly whether you're the right fit before committing to a call. Your AI Lead Assistant answers common questions about your services, gathers the details your team needs to prepare, and books a consultation directly onto your calendar — all without a single unqualified sales call.
A slow response to a prospect comparing advisors, insurers, or accountants online often means losing them to whoever answers first. An assistant that engages instantly and qualifies thoughtfully protects your team's time for the conversations that matter.
Qualifies prospects by service needed — planning, insurance, tax, or accounting.
Captures household or business details relevant to the consultation.
Books discovery calls and consultations directly onto advisor calendars.
Delivers a complete, scored record to your CRM before the first call.
A prospective client visiting your site is asked about the service they're interested in — retirement planning, insurance coverage, tax preparation, or bookkeeping — along with a few qualifying details relevant to that service. The assistant answers common questions using your own knowledge base, then offers consultation times synced to your calendar. The finished record, including intent and urgency, lands in your CRM so your advisors walk into every call already prepared.
Start from a template made for your industry.
Qualifying questions tailored to planning, insurance, and tax/accounting inquiries.
FAQs covering fees, services offered, and getting started.
Appointment types for discovery calls and full consultations.
