Automated Client Retention
Never lose another
renewal sale
to a faster agent.
Liza automatically checks your customer records, sends friendly WhatsApp reminders, and helps clients renew online or visit your office. Keep your customers for life.
How it works
Connected. Automated. Delivered.
Liza sits beside FARA. It reads your renewal data and handles all follow-up automatically - while you focus on growing your business.
Your Records
Syncs with FARA
Customer expiries
Vehicle data
Customer expiries
Vehicle data
Liza Assistant
Checks deadlines
Drafts reminders
Runs 24 / 7
Drafts reminders
Runs 24 / 7
Friendly Message
WhatsApp Email
Visits office OR renews online
Liza processed 1,204 reminders last month across HOI partners - while they focused on closing, not chasing.
The cost of doing nothing
What happens when you don't follow up.
Once / Yr
Insurance & Takaful is renewed only once a year. Because it is rare, it is extremely easy for customers to forget who their agent was.
Captured
Large agencies with automated software target your clients. If you don't remind them first, automated systems capture them.
Recapture
Lost a walk-in client last year? Liza automatically continues to check expiries and follow up to win them back year after year.
Without Liza
- Customers renew once a year and easily forget you
- Big automated competitors capture your clients first
- Walk-in clients from previous years are lost forever if they drop off
- Lose contact when a client sells their car, missing future business or referrals
- Staff manual checking expiries and sending one by one
- No central tracking when a customer goes quiet
vs
With Liza
- Automatic reminders 30 days before policy expiry
- Automated birthday wishes keep relationships alive, even if they sold their vehicle
- Beat large agencies by reaching clients first on WhatsApp
- Automatically follow up year after year to recapture lost clients
- Complete automation runs in the background 24/7
- Live dashboard displays queue tracking and worker status
YOUR POTENTIAL SALES RETAINED
How much sales volume can you protect?
With Liza, your clients are reminded automatically. Calculate your potential yearly sales saved below.
150 clients
30 clients1,000 clients
RM 1000
RM 300RM 3,000
Additional Sales Protected per Year
RM 372,000
Liza helps retain up to 21% more customers who would otherwise forget to renew if not sent timely reminders.
Start Protecting Your SalesYour dashboard
This is what success looks like.
Two partners. One using Liza for three months. One who just joined. Same system. Different scale.
0
Reminders sent this month
0
Renewals due in 30 days
0%
Customer retention
0%
WhatsApp delivery rate
Solo Partner · 300 customers
Getting started284Sent this month
47Due this month
89%Retention
Upcoming renewals
Ahmad FauziTakaful4d
Siti AminahInsurance7d
Hafiz JamalTakaful12d
Norhana IsmailInsurance18d
Growing Operation · 1,500 customers
3 months in1,204Sent this month
186Due this month
94%Retention
Upcoming renewals
Nurul Ain HassanInsurance3d
Faridah RoslanTakaful5d
Zulaikha IdrisInsurance9d
Encik SallehTakaful14d
Why partners choose Liza
They don't want features.
They want results.
"I want customers to renew every year without me chasing them"
Liza checks upcoming expiries and follows up automatically 30 days before expiry and on their birthday. Zero hassle.
"I want to know whose policy is expiring before they do"
Your simple partner dashboard displays every upcoming renewal. You are always one step ahead.
"I want my team focused on closing, not calling lists"
Reminders run in the background. Your team wakes up to clients ready to renew, not numbers to call.
"I want customers to visit my branch, not just click a link"
Easily customize templates to invite clients to drop by your branch, bring documents, or call your office directly. Liza handles the tracking.
L
Start retaining customers
from day one.
Set up in minutes. Connected to FARA. Liza handles the rest - automatically, every day.