eForms Wizard
Simple. Intuitive. Affordable.
Make no mistake - Insurance can be complicated. eForms Wizard is making ACORD forms and supplemental applications easier. Capturing accurate data and building consistent processes are paramount to simplifying insurance. Producers must be able to access information easily and share it across different systems and with various partners.
In the past, insurance was expected to adhere to parameters created by IT programmers. We believe technology should conform to your needs instead.
eForms Wizard is a powerful technology tool that allows all industry players — agents, brokers, carriers, MGAs, wholesalers and other tech vendors — to easily share complete and actionable data.
"eForms Wizard has been AWESOME. Time = Money and so far, it has saved me tremendous amounts of time by making submissions faster. I have recently started submitting for 12+ agents and time matters. I don’t think I could successfully work at that volume without AVYST."
LAUREN SMITH, PYRON GROUP, JACKSON, MS
"From my own perspective, AVYST seems to be the one closest to being able to deliver single entry bidirectional data transfer with my AMS360 online system......, I am really hoping that the AVYST solution is THE breakthrough single entry bidirectional data transfer technology that I've been waiting for 30 years to see in action. And it's a fraction of the cost of the other two. [Indio and Broker Buddha]"
DANA COATES, UNITED WESTERN INSURANCE BROKERS, PASADENA, CA
"AVYST’s eForms Wizard has been a great time-saving product to bring potential new customers to market with up to date application/ACORD forms. I don’t need to enter all the information into my agency management system to get the quote going...with the information passed from form to form it saves tons of precious time. If the customer moves from prospect to insured, I just print the signed application forms into the PDF format and attach to the customer file. I highly recommend!"
CONNIE MAHONEY, MARK ANTHONY ASSOCIATES, MOUNTAINSIDE, NJ
"I love this product! It’s much more efficient than anything I have used for submissions. Producers of all levels can use this with the help features!"
JOHN D’AGOSTINO JR., D’AGOSTINO AGENCY, HAMMONTON, NJ
"Now I can prefill information that defaults into all the other applications. Every application is there, I don’t need to ask underwriters for applications. It’s just genius! ... I can quickly and easily send submissions to 5 underwriters in minutes. eForms Wizard really is saving us a ton of time!"
SUSAN COBLIN, AGENT/OWNER OF CHENAULT & HOGE IN FRANKFORT, KY
"I started using eForms Wizard as I was (unbeknownst to me at the time) finding my next niche by growing in the area of construction/contractors risks. eForms Wizard allowed me to take on some very large accounts. Not only did it enable me to complete ACORD & Non-ACORD forms easily and quickly and get quotes back but eForms Wizard helped make the servicing of the account easier. The linked fields made the demanding work of the numerous inherent endorsements so much easier. My business model changed and eForms Wizard was a tremendous help in getting me there."
TOM DOLAN, OWNER OF THE DOLAN AGENCY, INC IN LAKE BLUFF, IL
"eForms Wizard and AVYST helped customize a software solution for our unique niche. We went from a system that had very little capability to eForms Wizard. We are learning new things about the product regularly. It has greatly increased our production and I believe will speed us up even more as we get familiar with the additional capabilities of the system."
MIKE DESTASIO, ASSUREDPARTNERS TRANSPORTATION, CRANFORD, NJ
"Being such a bad and slow typer, I find that eForms Wizard’s, by linking fields across all ACORD and non-ACORD forms, has helped me complete forms so much faster than ever before. I type it once and it’s duplicated across many fields of the same name.
The crux of it is that it’s a time saver!"
JON BLACK, OWNER OF CURTIS BLACK INSURANCE ASSOCIATES, DANBURY, CT
"Your system is a GREAT supplement to any management system. It allows for quick and simple data gathering in an organized manner as most insurance carriers require. The addition of company specific forms makes for a faster and easier summation to carriers that do not have their own proprietary web-based entry requirement.
This product should be on ALL insurance Professionals desktops and or laptops and tablets to eliminate the need for pens and yellow pads. Also, it provides one time entry for all data in an accurate and easy to read format, as most underwriters like.
Thanks for the great product. I have been using it for 4 years now."
CLIFF GOLUB, CLIFFORD M. GOLUB ASSOCIATES, HICKSVILLE, NY
"Completing the applications in eForms Wizard is so much easier than in our agency management system. I can use eForms Wizard wherever I am and I don’t need to be logged into our system – heck, I don’t even need internet access. The fact that what I type in a field on one form fills in on another form also makes my life easier. eForms Wizard just saves me time because it’s cleaner and more efficient all the way around."
DAVID DELANO, KENNEDY NEMIER INSURANCE, PLYMOUTH, MI
"One look at my desk and you will know that I am not the most organized person in the world. eForms Wizard definitely keeps things organized and usable. It’s allowed us to have all the information we need for our prospects and clients in one place. Certificates, changes, updates are right there at our fingertips and legible and usable. My handwriting is not legible but when I use eForms Wizard it comes out legible on a PDF or print out."
JOSH ZYLKS, FIRST STATE INSURANCE OF DEQUEEN, DEQUEEN, AR
7 Key things eForms Wizard solves for Agencies, Carriers, MGAs & Wholesalers
- Empowering - Complete information is gathered at the point of sale, making ACORD forms and supplemental applications easier
- Time Saving - Enter information once - it flows to Agency, Company-unique and ACORD forms.
- Reliable - Anywhere, Anytime - no internet service needed
- Effective - Customizable “agency specific packages” of forms can be grouped - encourages automatic cross-selling.
- Education-based - IRMI's Glossary of Terms integration empowers agents to have the knowledge to answer client questions with confidence
- Efficient - Get to market faster by sending completed applications and data quickly, easily and securely
- Streamlined - Quickly add or update ACORD forms and supplemental applications anytime during the client lifecycle
For assistance with eForms Wizard:
Email: support@eformswizard.com
Call: 941-977-EWIZ (3949)
In this short video, you'll get a glimpse into how eForms Wizard is making ACORD forms and supplemental applications easier by providing a digital data capture solution that will improve agency efficiency and increase the accuracy of submissions.