2. How LISA Works

Think of LISA on the iPad as an electronic sheet of paper – only smart paper.

LISA allows the agent and client to fill out the application on the iPad instead of conventional pen and paper.

LISA is designed to go through an “application packet” – start to finish – faster, better, and more easily than shuffling through a briefcase full of riders and addendums.  Everything necessary to complete an application is downloaded into LISA; no online access is necessary to complete the client-agent sales and application taking process.

LISA knows which fields are “Carrier Required” – and based on “smart logic” skips over any unneeded questions, sections or complete pages.  Additional forms and riders are “added to the packet” when required by answers to “trigger questions”.

More ‘How LISA Works’:

a. Taking Applications
b. Signatures
c. Complete Applications
d. Processing