Make life insurance applicants arrive with history and beneficiaries ready.
Alistus guides the prospect to share occupation, medical history, beneficiaries and documents from a private link. The team saves time during the initial call.
What arrives before the call
Your team decides with documents, context and priority in the same view.
04
key items per case
03
workflow steps
04
covered scenarios
Typical first case
Prospect asking about life insurance without clarifying occupation or key history yet.
Guided checklist
What this flow requests before the case gets escalated.
Occupation and lifestyle
Relevant medical history
Beneficiary data
Identity documents
Operating flow
How the case moves from private link to decision.
Organize medical history, occupation and beneficiaries before underwriting.
The prospect receives a private link and completes their risk profile.
The team reviews whether the case is underwritable or needs clarification.
The sales agent enters with better context and a more precise offer.
Expected impact
What the operation gains when intake stops living across scattered channels.
Faster underwriting
Less time on repetitive calls
Better document organization
Common cases
Queries this flow helps organize more clearly.
Prospect asking about life insurance without clarifying occupation or key history yet.
Agent currently wasting call time asking for basic beneficiary data.
Case requiring medical support files before being evaluated by the underwriter.
Team wanting to deliver a more serious and private experience to premium clients.
Frequently asked questions
Quick answers before requesting access.
Does it work for individual and group policies?
Yes. You can adapt the flow by policy type.
Can I request health declarations?
Yes. The flow can include medical questions and support uploads.
Does it help qualify before the final quote?
Yes. The goal is to reach the pricing stage with a better filter.
Does the prospect need to install an app?
No. Everything is completed from a private link.
Other Insurance routes
More solutions inside the same sector.
Each space answers a clear intent and shows what should arrive before using adjuster or sales time.
Request private access
I want to evaluate this flow for my operation.
Tell us what kind of cases you receive today and how they are filtered before the team loses time.
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.