877.204.0704 — info@AVYST.com


Sales & Risk Management Solutions

AVYST is In the business to provide solutions to independent agents, insurance companies, MGAs and wholesalers that simplify the cumbersome workflow processes that exist in the insurance industry today. AVYST products enable the collection of more accurate and complete data at the time of submission, thereby eliminating the multiple touch points and repetitive data entry that exist today.

AVYST Solutions

Integrated Forms – eForms Wizard

eForms Wizard is a sales and risk management system that simplifies the submission process for agents, insurance companies and other third parties.  Producers can input data once and share across ACORD, Carrier and Agency forms.  With the integration of the IRMI glossary of terms TM embedded at the field level, producers can consult with clients and ensure that they are collecting the right data.  eForms Wizard was designed with XML and AL3 standards so information can easily be shared with carriers and other systems.

Incomplete data at point of sale?  No problem. With eForms Wizard you can share editable application packages that marketing and account managers can edit, save and quickly send a secure pdf to underwriters or MGA's and wholesalers. Working offline line? No problem. AVYST eForms Wizard allows you to work with an application package and submit it once you are back online.

Referral Management- Coming soon

The AVYST referral submission platform makes it easy for your sales team and referral partners to submit new prospects. Upon entering the referral, basic information is added so that your agency can reach out to the prospect and learn more about their needs. AVYST generates automated emails to inform your partners of the status of their referrals as the prospect progresses through the agency’s application process. And since you know where your referrals are coming from and what business is closing, you learn who your best referral sources are.

Interview - Coming soon

With the extensive number of coverage options available today, the AVYST guided interview process makes it easy for you to talk to applicants about products that are less common or have complex underwriting guidelines. A series of conversational scripts, helpful hints, question sets and possible responses build dynamically as the interview progresses, making it easy for you to gather the right information to match the applicant with the correct insurance solutions and underwriting partners.

Quoting Integration - Coming soon

Comprehensive interviews are critical to mitigating errors and omissions for your agency while also arming you with sufficient information to ensure complete submissions. With real-time quoting integration, you are able to provide applicants with a quote on the first call. This results in reduced customer and carrier touch-points, a better customer experience and higher close rates for your agency.

Business Analytics - Coming soon

From referral source to binding the policy, the applicant journey through the sales pipeline is marked by events that are measurable. Analytics are captured along the way to ensure your agency has visibility into the process. Know your strongest producers, what type of business is being sold, average number of products per applicant, win/loss ratios, most competitive carriers, how does your agency compare to others in the industry…the list goes on. No more guessing. Reports and analytics provide all the information you need to manage your sales pipeline. Your personal dashboard is only a keyboard, tablet or mobile device away.

How we do it…

Our team of insurance professionals at AVYST understand the complexities of the insurance sales process and create solutions that are focused on streamling the processs for agents, carriers and other third party systems.

What People Are Saying

The central challenge for independent personal lines 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


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, Wave Insurance Partners


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


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


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