What’s in a Wizard?

By Kitty Ambers, CIC, CPIA, CISR, Chief Growth Officer, AVYST

When I think about the word “Wizard”, the image of a yellow brick road leading to the Emerald City comes to mind. I think about a little dog named Toto pulling back a curtain to expose a middle-aged man operating machinery and speaking into a microphone. This so-called Wizard gave the illusion of wielding magical powers and conjuring unseen forces. In truth, once exposed, the Wizard was merely giving his subjects the ability to connect with traits already within them: The Scarecrow, a brain; the Tin Man, a heart; and the Lion, courage.

I see a distinct parallel between the Wizard of Oz and AVYST eForms Wizard. Our Wizard empowers agencies to enhance the powers already within them.

• Producers are empowered to Sell. eForms Wizard provides an easy-to-use, intuitive platform that provides a single place to access to ACORD forms, Questionnaires and Supplemental Applications. No need for Producers to learn to navigate a management system – they can type right on forms they are already familiar with to digitize submissions. With a single click, forms can be combined into a single PDF and submitted to carriers, wholesalers, or MGAs.

• CSRs and Account Managers are empowered to Service. With the magic of AVYST technology, Producers can “share” client folders with Account Managers / CSRS in an editable, usable format. No more handwritten notes. No more filling out Word versions of Supplementals. With access to the .avyx version of the client detail, support staff can reuse information at any point in the client lifecycle, eliminating significant amounts of redundant entry.

• Agencies become more Profitable. By incorporating eForms Wizard into the agency’s standard Producer toolkit, significant boosts in several profitability metrics are realized:
  • Increased Closing Ratios – because Producers are gathering complete and accurate information more efficiently, they are closing more business faster.
  • Increased Policies Per Account – by using the eForms Wizard “Packages” feature, Producers are automatically cross-selling and accounting rounding which results in a higher number of policies per account and improved retention ratios.
  • Decreased Cost of Client Acquisition – because Producers can go straight to market with submissions prepared in eForms Wizard, the cost of writing a new account are significantly decreased. Plus, if an account is not won, the data remains in file to easily requote in subsequent terms.

The power of eForms Wizard can be yours, too.

• Retail pricing is an extremely affordable $100 per user / per year. Discounts are available.
• It takes approximately 15 minutes for a Producer to install the software and be up and running.
• Our Customer Success Team is available by phone (877-204-0704, Option 2), Email and Online Chat to help with additional customization and training as needed.

AVYST eForms Wizard is Simply Genius. Let us help your agency find your yellow brick road to success.