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Our Solutions

More Good Days

Lady working at her computerWe 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.

eForms Wizard
Simple and Intuitive Navigation
Integrated ACORD Forms
ACORD and non-ACORD forms side-by-side
Cyber Liability Defenition
Integrated Glossary of Terms from IRMI

7 Key Ways eForms Wizard Helps Agencies, Carriers, MGAs & Wholesalers

  1. Empowering. Complete information is gathered at the point of sale.
  2. Time Saving. Enter information once. It flows to agency, company-unique and ACORD forms.
  3. Reliable. Anywhere, anytime. No internet service needed.
  4. Effective. Customizable “agency specific packages” of forms can be grouped, which encourages automatic cross-selling and reduces E&O exposure.
  5. Educational. Integration with IRMI's Glossary of Terms provides immediate access to the answers needed to answer client questions with confidence.
  6. Efficient. Get to market faster by sending completed applications and data quickly, easily and securely.
  7. Streamlined. Quickly update applications anytime during the client lifecycle.

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

https://www.linkedin.com/in/keithsavino/

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

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/

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/

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