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ALISS Review

3

Β·

Very good

Revainrating 4.5 out of 5Β Β 
RatingΒ 
4.7
Vertical Industry, Other Child Care Software

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Description of ALISS

ALISS is an automated life insurance sales system.

Reviews

Global ratings 3
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Type of review

Revainrating 5 out of 5

ALISS is a tool that we use to help us sell life insurance.

We use ALISS to help us sell life insurance. The user interface is intuitive and the software has helped us automate many parts of the selling process. Our sales team uses ALISS to send out lead generation emails and follow up leads after appointments. It saves them so much time and they no longer have to manually enter data into our CRM. We love ALISS because it’s simple and helps us get our job done quickly. Our sales team loves it too. They can now take care of other important tasks like…

Pros
  • Intuitive user interface – easy to navigate and understand how to use the program
  • Ease of use – this software is very easy to learn
Cons
  • Software does not offer the option to edit emails
  • Can be a little expensive compared to similar programs (but then again, we are paying for a subscription)

It was developed by a financial services technology company. The service allows the user to generate quotes and manage claims directly from a web browser. It works without any coding experience. In fact, there is no need to register and no sign up required. The process is fast and painless. The user can manage multiple policies at once, import data, export data, change policy options and view statements. Its very useful as you don't have to install anything on your computer and it's easy to…

Pros
  • You don't have to download any software.
  • You simply click a button and go.
  • Very quick and efficient
Cons
  • It could also benefit from more thorough documentation.
  • If you didn't use your main account before, you will have to start over.

ALISS has been developed over the last 2 years. The software was initially designed to generate proposals for existing clients. It is now used by agents to make offers for new business and for auto renewal. It has grown into a comprehensive system that allows agents to add and remove any product from the system. The system includes: - A template for each type of proposal; - Auto completion to fill in the fields; - Auto completion to enter data; - Calculated risk analysis (this is calculated…

Pros
  • The platform supports sales people across the globe and gives them real time updates
  • Allows you to view and manage all leads at the same time
Cons
  • Sometimes reports don't show what you expect
  • You have to create a new report every time