LIA / FINANCE RENEWAL AGENT

The next conversation.
At the right moment.

An AI-assisted approach to finance-renewal outreach, designed to support customers and dealership teams through a carefully controlled pilot.

PILOT CONCEPT

Designed around
renewal opportunity.

LIA is a proposed agent workflow. Approved integrations, customer contact permissions, message controls and finance-related safeguards must be agreed before any real deployment.

Timely conversations

Start from an authorised renewal opportunity and a relevant, agreed contact plan.

Thoughtful qualification

Understand whether a customer wants to explore their options without inventing figures or approval claims.

Seamless human handover

Progress an interested customer to a trained dealership colleague.

Track the outcome

Measure contacts, engagement, handovers and appointments where integration data allows.

PILOT DISCOVERY

Put a renewal
journey under the lens.

We'll explore a single scoped workflow, assess lawful contact permissions and determine whether the relevant systems can support the process.

Financial promotions and regulated activities require appropriate specialist review and, where relevant, authorised-firm oversight.

LIA PILOT ENQUIRY

Explore a LIA pilot.

Tell us about your renewal process and the opportunity you want to explore.

We won't pretend your request is a confirmed appointment. If you submit successfully, your enquiry is stored and awaits follow-up.