Alis Insurance
Insurance policy management platform.
Alis Insurance is the ultimate back-office organization tool for your insurance office. Ideal for managing production, policies, finances and partners — all from one unified and reliable environment.
Request a presentation
The heart of your insurance office
Alis Insurance brings together your entire agency operation in one application: from production tracking to customer, policy and financial management.
Designed for the modern insurance professional, it provides an ergonomic environment and reliable data organization, helping you serve customers and partners faster and more efficiently.
- Unified view of production, customers & finances.
- Access control by user & role.
- Built on Microsoft technologies with data security.
What you manage
- Production by company & sector
- Policies & renewals
- Customer records & history
- Payments, balances & commissions
- Partners & sub-agents
What Alis Insurance offers you
Production management
Monitor your office production by company, sector, partner and period, with a complete portfolio overview.
Policies & customers
Organize policies, renewals and customer records with history, reminders and attached documents.
Financial overview
Payments, outstanding balances, commissions and settlements — your office finances always under control.
Partner network
Manage partners and sub-agents with separate commissions, targets and reports.
Reminders & notifications
Automatic reminders for renewals, expirations and outstanding balances, so no opportunity is missed.
Reports & statistics
Ready-made and customizable reports for informed decisions and office growth.
Organize your office with Alis Insurance
Book an online presentation and see how Alis Insurance simplifies your daily workflow.
Book a presentation