eForms Wizard streamlines submissions!

Dana Coates
Dana Coates, United Western Insurance Brokers, Inc.

Here's what Dana Coates from United Western Insurance Brokers has to say about eForms Wizard:

"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]

Does it currently deliver [complete] bidirectional data transfer? No, and neither do the others.

But AVYST e-forms may be a great first step for agencies looking to simplify the ACORD data entry step for your teams and your field agents.  And all the data remains under your control."

NetVU Members:  sign in to NCOM to see the full post.


eForms Wizard is designed to supplement your agency management system by providing a single-entry data collection tool at the point of sale.

AVYST remains dedicated to helping the insurance industry decrease redundant entry of data during sales and servicing.  During this unprecedented time, we see the increased demand for simple and effective digital solutions that support insurance personnel in a remote locations and virtual workplaces.  With "social distancing" and "shelter in place" as rules of the day, business as normal is not an option.

Installation is simple.  Adoption is easy.  Our "Getting Started" Guide provides time saving tips and tricks, but you'll find this tool to be extremely intuitive.

Retail Pricing for eForms Wizard GOLD is $100 per user per year - Vertafore Customers / NetVU Members enjoy a 25% discount which means all of the features, functionality and forms in our Gold subscription is $75 per user per year.

eForms Wizard:

  • Provides an automated solution that is available offline (no internet connection required)
  • Eliminates the need for pen and paper when producers are on site interviewing their prospective clients
  • Allows producers and account managers to get to market faster with a complete and accurate submission
  • Increases technical knowledge with the IRMI glossary of terms TM integrated at the form field level
  • Reduces duplicate entry for everyone involved in the submission process