eForms Wizard simplifies insurance sales!
Welcome to eForms Wizard, a valuable PIIAC member benefit!
Agencies using eForms Wizard are saving 2-3 hours of time spent re-keying data into their management systems. Plus, because they are getting complete and accurate submissions to market quickly, their close ratios are increasing! With all 860+ ACORD forms, plus hundreds of carrier unique supplemental applications and questionnaires, eForms Wizard is a Producer's best friend.
All it takes is incorporating eForms Wizard into your workflow. You, too, can begin improving close ratios while saving hours spent on redundant data entry. PLUS, if you are a Vertafore AMS360 user, you have the opportunity to become an early adopter of our bi-directional integration. Contact us today to learn more - 877-204-0704, option 2 (sales).
Why eforms wizard?
Are your producers still writing on yellow notepads or ACORD apps and waiting until they get back to the office for agency staff to enter the data into an agency management system, comparative rater or carrier websites to get to market?
Are you tired of the back and forth with carriers because your producers forget to collect all the data needed at the point of sale?
Are your producers not cross-selling because they are uncomfortable with suggesting additional products?
AVYST is proud to partner with PIIAC to give their members complimentary access to a tool that enables your agency to swiftly collect and share submission data with your agency staff and carriers.