May 5, 2008
ALISS version 4 coming soon!
Efinancial is proud to announce that a new version of ALISS is currently under development. What will be different? ALISS CEO Michael Rowell reveals, “ALISS is getting a facelift, but V4 is much more than that. We’re redesigning some features from the ground up to make ALISS more flexible and to provide a more robust user experience. This version incorporates many of our user's wishlist items and should be faster than ever before. ”
Efinancial’s Automated Life Insurance Sales System (ALISS) is a 100 percent online solution that offers insurance agents a faster and more effective method for matching customers to the best policies available, expediting the overall process and improving agent service and satisfaction.
ALISS enables life insurance sales leads to be carefully managed as they flow through the sales cycle, delivering important documents and actionable advice on next steps integral to quickly closing the deal. Today, Efinancial has more than 1,000 agents from single-person operations to large commercial banks that benefit from the company’s sophisticated and easy-to-use ALISS system.
“One of the most significant challenges for life insurance agents today is the time-consuming tasks associated with selling a single policy,” said CEO of Efinancial Michael Rowell. “ALISS eliminates these tasks and allows agents to sell more policies than ever before.”
Based on real feedback from agents that use the system on a daily basis, Efinancial added important new features to further simplify the entire life insurance sales process. Unlike competitive solutions, the latest version of ALISS creates an almost paperless process, including the automation of application completion, medical exam scheduling, and real time status on the underwriting process, as well as fast online quote retrieval from all carrier-quote engines. In addition, ALISS helps sales agents stay on top of a lead by emailing scheduled updates and reminders, and setting up follow-up emails. In fact, upon completion, ALISS provides agents with the application, cover letter and mail label, which are print ready for increased time savings.
You can learn more about the system by visiting buy.myaliss.com. ALISS is available at $150 (setup fee) and $60 per month. To purchase ALISS, contact an ALISS specialist @ 866.712.2345.
In the News
December 5, 2007
Bellevue WA
Real Housewife Chose Efinancial
Vicki Gunvalson is a TV Star — and an Insurance Star.
The Coto financial insurance agent has played herself for three seasons on the wildly successful TV series, “Real Housewives of Orange County”. Gunvalson’s star quality stems not only from her fulfilling personal life as a housewife in affluent Coto, California, but from her shining success in business working with Efinancial. Gunvalson runs a national life insurance operation in Orange County California, Coto Financial. Her business star has risen, as she's grown her insurance business with the help of Bellevue, Washington based Efinancial.
Efinancial debuts on “Real Housewives” Tuesday, Dec. 11th, in a segment tracing Vicki’s trip to Seattle last summer. The cameras follow Gunvalson and her college-student son, Michael, as he “shadows” Efinancial CEO Michael Rowell to learn more about the industry his mother has helped make famous.
Vicki works with Efinancial in the dynamic online life insurance industry. Working through the Internet gives Gunvalson freedom to function independently and to sell insurance over the phone, rather than traditional face-to-face sales. Internet access makes it possible for Gunvalson — and Efinancial — to offer life insurance to a wider client base — people often too busy to meet with agents and compare quotes. But with Gunvalson and Efinancial, prospective clients can learn about many of the top rated, most trusted insurance carriers in one-stop virtual shopping. “Working with many different carriers allows the customer to shop and compare policy options in one place,” Gunvalson said, “and who wants a bunch of high pressure life insurance agents in their home?” Efinancial’s online presence means that quotes tailored to the client’s unique needs are instantly available at www.efinancial.com or www.cotoinsurance.com. Efinancial’s Automated Life Insurance Sales System software, ALISS, enables Gunvalson to accurately give multiple quotes to a customer over the phone in minutes, complete the application and schedule a medical exam at a convenient location. (Learn more about ALISS) Gunvalson credits much of her success as an agent to Efinancial and ALISS. Efinancial has streamlined her business so much that she is able to sell more life insurance and work on other projects — an even star on cable television.
Visit Bellevue, Washington-based life insurance brokerage Efinancial at www.efinancial.com for a plethora of life insurance information, calculators, and online quotes from top rated carriers. Efinancial offers a website for insurance agents to purchase leads, acquire top paying life insurance contracts, and use its patent pending sales software at www.efinancial.net.