AVYST eForms Wizard

FEATURES & PRICING

“eForms Wizard streamlines our workflow with our commercial clients. We are able to choose the forms we need, enter the information once, easily share and edit our forms with coworkers, if needed, and then get them to the carrier in a very efficient manner!”
– David Feir, Altitude Insurance  

GET TO MARKET FASTER!

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eForms Wizard

AVYSTit! ™  with eForms Wizard

You’ve experienced the tedium and difficulty associated with completing a set of ACORD applications and carrier supplements to obtain a quote from underwriting. AVYST™  eForms Wizard gives everyone in your agency a better way to prepare these documents. Enter information once and you’re done!

As a producer using AVYST  eForms Wizard, you can interview a prospect faster and easier. Collecting required information is a breeze using application packages we provide or easily create your own. Add frequently used forms to your favorites list.

Redundant entry? That’s a thing of the past. Enter information once and let eForms Wizard fill out all the other applications for you. Easily share with carriers and wholesalers. Get to market in minutes, not hours.

INSURANCE: Simple. Easy. Done.

Which solution is best for you?

eForms Wizard

Bronze

$50/user/year

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Gold

$100/user/year

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ACORD Personal Lines Forms 58 400+
ACORD Commercial Lines Forms 12+ 200+
ACORD Other, including Specialty, Executive Lines, Proof of Insurance, Agriculture & Agency Forms  10+ 170+
Agency Name and Location Single Agency Multiple Agencies
Training Tutorials/Webinars Tutorials/Webinars
Product Support Email Email/Phone
Save as PDF Single Multiple
Search Forms, Applications, Clients
Print Completed Forms
Pre-configured Packages  ✓
Add Named Producer Multiple
Save and Share Editable AVYST Files
Share PDFs
Create Favorites
Create and Share Packages
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