You are here:HomeMember BenefitsServices & Resources for PIA MembersAVYST eForms Wizard — Automated Workflow Management

AVYST eForms Wizard — Automated Workflow Management

Save 75% of Your Staff's Time to Complete a Submission


As a producer in an independent agency, are you tired of the endless back and forth working with your underwriters? Do new, required forms somehow show up late in the process? Do last-minute data corrections make it difficult to obtain accurate quotes at the outset?

AVYST eForms Wizard is a fast and easy solution that will allow you to quickly prepare submissions. Each form has intelligence that allows information to be keyed once and shared across all other applications and forms for that client! Type it once and you're done.

eForms Wizard expedites the completion of hundreds of included ACORD forms for commercial lines, personal and high-value clients, professional lines, agriculture, bonds, proof of insurance and more! Agents are able to build, share, and edit forms across their team and send forms as a secure PDF to multiple underwriters when ready.

This easy-to-use solution will allow your agency staff to prepare submissions quickly and easily, eliminate redundant entry, and collaborate with others to complete applications.

Streamline Your Submission Process with eForms Wizard.                       avyst-eformswizard wizard

  • Access ACORD, agency, and carrier unique forms.
  • Input data once and it shares across multiple forms.
  • Available on or offline complete—your client interview with or without the internet.
  • IRMI definitions integrated, enabling producers to easily discuss coverage options.
  • Create packages of applications to ensure your producers cross sell.
  • Build, share and edit forms across your team in a secure PDF or editable format.
  • Share multiple forms easily with wholesalers and carriers. Get to market in hours — not days.

Infographic: How eForms Wizard will simplify your workflow.

AVYST eForms Wizard Brochure

As a PIA member, your agency—and any and all employees you designate—will have access to the Bronze-level package absolutely free! PIA members can upgrade to the Gold-level package for $50 per user per year (a 50% PIA member discount off the regular price).

AVYST eForms Wizard is available to all PIA members except those in Colorado and North Carolina.

Get Started - Download Your Software

 

eForms_Logo_128x128 Need More Information?

Contact Kitty Ambers, Chief Growth Officer at 877-204-0704 x2 or Kitty@avyst.com.

Watch a Webinar: