Close cases in record time with full records.
Alistus acts as the first filter for your brokerage or agency. Receive policies, photos and organized documents before using sales time.
What arrives before your team spends time on it
What the client submits before the call.
03
specialized solutions
For claims, life and health.
01
record per case
Context and documents in one place.
24/7
guided reception
The client progresses even when the team is offline.
Core flows
Insurance flows designed around the case type, not around a generic form.
Each space answers a clear intent and shows what should arrive before using adjuster or sales time.
Claims notification
View solutionReceive policy info, damage photos and claim context before involving the adjuster.
Claim notice arriving via email without policy number or clear photos.
Life insurance intake
View solutionOrganize medical history, occupation and beneficiaries before underwriting.
Prospect asking about life insurance without clarifying occupation or key history yet.
Medical claims
View solutionReceive invoices, support files and diagnosis before processing reimbursement or coverage.
Reimbursement request arriving with blurry or incomplete invoices.
Technical trust
The client reports calmly, the agent receives clearly.
In moments of stress, such as a claim, Alistus guides the client to deliver the necessary information step by step. Less panic, more efficiency.
Operational efficiency
Close cases in record time with full records.
Stop asking for photos over WhatsApp or policies over email. Receive everything in a single organized view and make settlement or sales decisions immediately.
Premium experience
All management under your own brand.
Your clients interact with a professional portal that projects solidity and privacy. Elevate the perceived value of your brokerage or carrier.
Documents under control
Receive policies, damage photos and medical support organized by case.
Upstream operating filter
The team decides which cases to escalate to the adjuster or agent based on real data.
Claim traceability
All communication and notification files stay in an auditable record.
Evaluation and trust
Resources that strengthen this cluster beyond the main solution.
These nodes connect the hub with comparative evaluation, trust signals and a child route that represents the real operation.
Comparisons
Alistus vs generic forms
Understand why a private reception is better than a simple form for claims and underwriting.
Open resource
Trust center
Security and privacy
How we protect sensitive policy and health data for your clients.
Open resource
Core flow
Review claims notification
Review the most representative insurance space to understand what arrives before broker time gets spent.
Open resource
Common questions
Insurance operation basics.
Quick answers for insurance brokers and agencies.
Is it secure for sensitive data?
Yes. Alistus complies with encryption and privacy standards for handling personal and medical info.
Does the client need to install anything?
No. They complete the report from their phone following their private link.
Does it work for any branch?
Yes. You can configure flows for life, health, auto or corporate insurance.
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.
Request sent
Your place in the private review
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Our team will review your operation and write back with the next step.