eforms wizard - helping agents get to market faster
PIA Member Agencies are loving their new submission workflow and the time they save!
“AVYST’s eForms Wizard has been a great time saving product to bring potential new customers to market with up to date applications and Acord forms. I don’t need to enter all the information into my agency management system to get the quote going and with the information automatically 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 it to the customer file. I highly recommend this product! - Connie Mahoney, NJ State Director and avid eForms Wizard user
PIA Members: eForms Wizard BRONZE is included in your PIA Member Dues for all members of your staff. Upgrade to GOLD for only $50 per user per year. CLICK HERE to Order or Upgrade today!
Agencies using eForms Wizard are saving, on average, 2-3 hours of time normally spent re-keying data into other systems (management systems, websites, etc.). Plus, because they are getting complete submissions to market quickly, their closing ratios are increasing and cost of new business acquisition is decreasing!
All it takes it incorporating eForms Wizard into your new business submission workflow! Start taking advantage of this powerful PIA member benefit today!
Due to the partnership between AVYST and PIA NY NJ CT NH VT, members receive complimentary access to eForms Wizard Bronze, and a 50% discount off the eForms Wizard Gold subscription price, which means members pay only $50 per user per year!