The Automated Life Insurance Sales System (ALISS)

Automated Life Insurance Sales System (ALISS) and life insurance CRM from Efinancial Wholesale

The Life Insurance Sales Solution you have been looking for.

ALISS is the Life Insurance Industry’s most advanced and intuitive management system for agents & agencies. The ALISS solution goes beyond client management, it provides a solution that will streamline your tasks, provide automated updates & reports, and increase your sales.

With the ALISS Life Insurance CRM you will be able to:

  • Run quotes, process applications and order medical exams all from one platform
  • Track customer interactions to formulate insight that can increase leads, retention and revenue
  • Create your own website with a built in quote page to direct leads to
  • Schedule to dos and follow ups to optimize response
  • Purchase leads with seamless integration

To learn more click here to register for one of our free live ALISS webinars. If you have any questions, contact an ALISS representative today toll free at 866-436-8645or by email at


  • The Virtual Agent Program has streamlined my life insurance business. It takes most of the admin work and shifts it to my case Efinancial assistant/case manager. All I have to do is focus on prospecting and leave the back-office stuff to them!
    Independent Agent
  • Before joining the Efinancial Virtual Agent program I was not a productive agent. Without my assistant and case manager, I never had time to make sales and do all of the necessary paper work and follow up with my clients. As a part time agent, my time is extremely limited and I need it all to be making contacts with potential clients. The VA program allowed me to be a success in this business!
    Independent Agent
  • Thank you so much for your support! Efinancial has absolutely changed the way I view my practice. Only now do I see how much of my day was bogged down with paperwork and time consuming follow ups. With the help of Efinancial, I now can spend my time on what matters most… selling! I anticipate that my case volume with continue to increase and I thank you for making that possible.
    Independent Agent