Adhera
Adhera is a pre-interview platform for membership enrollment. It combines conversational questionnaires with conditional logic, prospect follow-up and a management dashboard for advisors.
The demo runs on a server that sleeps when idle. The first load can take up to a minute.
The starting point
In a membership enrollment process, the first conversation with each prospect tends to repeat itself: the same questions, answers scattered across several messages, and details that have to be organized by hand before the interview.
The approach
Prospects complete a step-by-step pre-interview in a conversational format. Questions adapt to their answers, and progress is saved: if they reload the page, they pick up where they left off.
On the other side, advisors get every application organized in a dashboard. From there they assign owners, add notes, flag pending clarifications, schedule interviews and download each record as a PDF.
Questionnaires are edited from the dashboard and published as versions: new conversations use the published version, while earlier ones keep theirs.
Screenshots
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