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Private intake for brokers and insurers

Make every claim notification or request arrive with policy and context before the call.

Alistus turns claim notifications, life policies and medical claims into private records with documents, dates and missing items visible before team time is used. Less back-and-forth over email.

Request access for insurance View insurance solutions

What arrives before your team spends time on it

What arrives before the agent or adjuster gets involved.

✓ Policy, event date and description in the same record
✓ Damage photos, identity documents and medical support
✓ Missing items visible before processing the case
✓ Claims and sales teams working on the same lead

03

specialized landing pages

For claims, life and health.

01

record per case

Context and documents in one place.

24/7

upstream capture

The client progresses even when the team is offline.

Core landing pages

Insurance workflows designed around the case type, not around a generic form.

Each landing answers a clear intent and shows what should arrive before using adjuster or sales time.

Claims notification

View landing

Receive policy info, damage photos and claim context before involving the adjuster.

Policy number Event date and location

Claim notice arriving via email without policy number or clear photos.

Life insurance intake

View landing

Organize medical history, occupation and beneficiaries before underwriting.

Occupation and lifestyle Relevant medical history

Lead asking about life insurance without clarifying occupation or key history yet.

Medical claims

View landing

Receive invoices, support files and diagnosis before processing reimbursement or coverage.

Invoices and proof of payment Medical orders or reports

Reimbursement request arriving with blurry or incomplete invoices.

Fewer incomplete notices

The team stops chasing policy numbers and photos across multiple channels.

Better initial qualification

The client delivers useful context before the first human interaction.

More operational order

The experience feels professional and traceable from the first minute.

Evaluation and trust

Resources that strengthen this cluster beyond the main landing page.

These nodes connect the hub with comparative evaluation, trust signals and a child route that represents the real operation.

Comparisons

View software comparisons

Explore how Alistus compares to general-purpose tools when the operation needs private intake and upstream qualification.

Open resource

Trust center

Review visible security

Use the trust center as a due-diligence support surface for privacy, traceability and technical review before opening the workflow.

Open resource

Core workflow

Open policy renewals

Review the most representative insurance landing page to understand what arrives before broker time gets spent.

Open resource

Frequently asked questions

The basics before activating an insurance workflow.

Short answers for teams currently receiving notices through WhatsApp, loose forms and scattered emails.

Does it work for auto, home and life claims?

Yes. You can split workflows and requirements by branch and notice type.

Does this replace my core insurance system?

No. It can work as the upstream capture and qualification layer.

Does the client need to install an app?

No. They complete the process from a private link.

Can I request different documents and filters by claim?

Yes. Activation is adjusted to the real flow of your team.

Request private access

Tell us how your Insurance operation works today.

We review volume, case type and real friction to propose a private workflow that is easier to run and easier to sell.

Your data stays secure. We contact you about this request.

Initial response within 24 business hours.