Insurance Software Solutions
EXPERIENCE MORE GOOD DAYS WITH EFORMS WIZARD
We understand how technology or required insurance processes can make your workday inefficient and frustrating. It’s what motivates us to develop insurance-specific technology that makes a difference daily.
How’s this sound? Less paper. Fewer errors. Less time spent on back and forth. Actionable data that’s completely accessible — and always customer-focused.
If that seems like a pretty terrific way to work, AVYST is ready to help you create more good days ahead.
eForms Wizard
Simple. Accurate. Accessible.
Make no mistake. Insurance can be complicated. Capturing accurate data and building consistent processes are paramount. You 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. But AVYST believes 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.
Simple
eForms Wizard coaches you through a thorough data-collection process.
Accurate
Enter information once and populate all subsequent forms, reducing the chance of errors.
Accessible
eForms Wizard can work offline and integrates with a variety of other technology solutions. This ultimately affords seamless, secure transfer of data to any insurance trading partner.
What People Are Saying
"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
"The central challenge for independent agencies, large or small, is how to earn higher levels of client satisfaction externally while internally exceeding their goals for production as well as profitability; AVYST meets this challenge."
Keith Savino, COO, Broadfield Group
https://www.linkedin.com/in/keithsavino/
"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
"AVYST allowed our agency to increase our close ratios from 18% – 24% to well over 85%… it’s a complete solution from referral to binding a policy."
Gail Salazar Jordan, Wave Insurance Partners
https://www.linkedin.com/in/gail-salazar-cic-703aa946/
"eForms Wizard streamlines our workflow with our commercial clients. We are able to choose the forms we need, enter the information once, easily share and edit our forms with coworkers, if needed, and then get them to the carrier in a very efficient manner!"
David Feir, Principal, Altitude Insurance Agency
https://www.linkedin.com/in/david-feir-cic-7393a62a/
"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
"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
https://www.linkedin.com/in/john-d-agostino-jr-886a0314/
7 Key Ways eForms Wizard Helps Agencies, Carriers, MGAs & Wholesalers
- Empowering. Complete information is gathered at the point of sale.
- 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, which encourages automatic cross-selling and reduces E&O exposure.
- Educational. Integration with IRMI's Glossary of Terms provides immediate access to the answers needed to answer client questions with confidence.
- Efficient. Get to market faster by sending completed applications and data quickly, easily and securely.
- Streamlined. Quickly update applications anytime during the client lifecycle.