Sales & Risk Management Solution

AVYST is in the business of making insurance easier for our independent agencies while providing better access to wholesalers and carriers. How do we do this?

AVYST delivers a cloud-based agency software solution enabling you to efficiently track and process new business in a streamlined workflow. Carrier complexity and duplicate data entry are eliminated thereby ensuring a complete submissions and higher close ratios for your agency.

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Features & Pricing
Agency Software

Referral Management

The AVYST referral submission portal makes it easy for your sales team and referral partners to submit new prospect  to the agency. Upon entering the referral, basic information is added about the prospect so that your agency can begin the process of reaching out to connect with the potential client and learn more about their needs to match them to the right insurance products. AVYST generates a series of automated emails to inform your referring partner of the current status of their referrals as your prospect works through the agency’s application process. Because you know where your referrals are coming from, as an agency principal, you can begin to discover who are your best referral sources.

Interview

With the extensive number of coverage options available today, the AVYST guided interview process makes it easy for you to talk to applicants about products that are less common or have complex underwriting guidelines. A series of conversational scripts, helpful hints, question sets and possible responses build dynamically as the interview progresses, making it easy for you to gather the right information to match the applicant with the correct insurance solutions and underwriting partners.

Interview

With the extensive number of coverage options available today, the AVYST guided interview process makes it easy for you to talk to applicants about products that are less common or have complex underwriting guidelines. A series of conversational scripts, helpful hints, question sets and possible responses build dynamically as the interview progresses, making it easy for you to gather the right information to match the applicant with the correct insurance solutions and underwriting partners.

Quoting Integration

Comprehensive interviews are critical to mitigating errors and omissions for your agency while also  arming you with sufficient information to ensure complete submissions. With real-time quoting integration, you are able to provide applicants with a quote on the first call; reducing prospect and carrier touch-points which results in a positive experience and higher close rates for your agency.

Integrated Forms

AVYST automatically populates your ACORD, Carrier and Agency forms from the interview process. With eForms Wizard, information can be easily added one time to a form and it will be replicated to other forms within the application. From your library, create favorites and packages; then edit, save and share your applications and forms with others. Working offline line? No problem. AVYST eForms Wizard allows you to work with an application package and submit it once you are back online. Finally, you can enter the information once,  submit it to multiple parties and your done!

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Form Integration

While there are varying degrees of technology that enable the exchange of data on ACORD or other forms, there is not one fully integrated solution to automate the submission process. Fortunately, AVYST delivers a solution that meet those needs as well. The AVYST E-form Wizard automatically populates your ACORD forms from the application interview, allows the user to update and add information directly into the electronic form and submit applications to associated wholesalers and carriers. Carrier and wholesaler-specific forms are also supported, thereby handling all your needs in one integrated solution. Finally, you can enter the data once and submit it multiple third parties with the click of a button.

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Business Analytics

From referral source to binding the policy, the applicant journey through the sales pipeline is marked by events that are measurable. Analytics are captured along the way to ensure your agency has visibility into the process. Know your strongest producers, what type of business is being sold, average number of products per applicant, win/loss ratios, most competitive carriers, how does your agency compare to others in the industry…the list goes on. No more guessing. Reports and analytics provide all the information you need to manage your sales pipeline. Your personal dashboard is only a keyboard, tablet or mobile device away…

How we do it…

Our team of insurance professionals at AVYST has created one of the most detailed and thorough solutions in the market. With decades of industry experience, AVYST built its solution to address the complexity that you, the independent agency, experience every day. The system guides you through the intelligent interview and quoting process while enabling the addition of detailed notes, tasks and activities along with other sales management tools which includes integration into your agency management system coming soon.

Features & Pricing

Features

  • Referral Management
  • Streamlined Workflow
  • Dynamic Personal Lines Interview
  • Quoting Integration
  • Multi-State Support
  • ACORD/Carrier/Agency Integrated Forms
  • Reporting & Analytics
  • Third-Party Integration

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What People are Saying?

The central challenge for independent personal lines agencies, large or small, is how to earn higher levels of client satisfaction externally while internally exceeding their goals for production as well as profitability; AVYST meets this challenge.
Keith Savino, COO, Warwick Resource Group
AVYST allowed our agency to increase our close ratios from 18% – 24% to well over 85%… it’s a complete solution from referral to binding a policy.
Gail Salazar, COO, Wave Financial Partners
AVYST has developed a unique technology platform that will enable Vertafore users to attract talent, increase revenue and grow their agencies.
Kitty Ambers, CEO, NetVU (the Network of Vertafore Users)
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