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PIA Partners With AVYST to Help Agents Get to Market Faster

New product simplifies client interviews, reduces data reentry and streamlines submission process.
PIA Partners With AVYST to Help Agents Get to Market Faster
September 6, 2018

WASHINGTON – The National Association of Professional Insurance Agents (PIA National) today announced a partnership with AVYST that promises to improve agents’ productivity and efficiency through streamlined workflow solutions. Through PIA’s partnership with AVYST, PIA members can access the eForms Wizard Gold package free of charge through the end of 2018.

AVYST eForms Wizard is a software solution that enables professional insurance agents and producers to efficiently interview clients and prospects on-site with or without access to the Internet. eForms Wizard reduces the tedium and difficulty associated with completing a set of ACORD, agency, and carrier unique forms that are required in the submission process to obtain a quote. As client information is collected and entered, updates and edits are shared across all forms. Repetitive keystrokes are eliminated and the opportunity for error is greatly reduced. Employees are freed up to focus instead on cross-selling, business building, and client retention.

“Last year was a devastating year of natural disasters and one of the biggest challenges for agents working in areas affected by natural disasters was the inability to complete work without the Internet,” said PIA National President Timothy Russell, CPCU, of Southport, Connecticut. “This problem is eliminated with eForms Wizard. As a software-based product, it allows agents with no Internet access to complete the forms offline. Once agents have regained access to the Internet, they can send their completed forms to their underwriters, share them with agency staff or attach them right to their agency management system.”

eForms Wizard allows agents to work with their colleagues and underwriters quickly. Agents are able to build, share, and edit forms across their team and send forms as a secure PDF to multiple underwriters when ready.

“We are thrilled to partner with PIA,” said AVYST CEO Marc Still. “This product was designed by agents for agents. We understand the challenges that agents have when filling out tedious forms with the same information. eForms Wizard can help you save time by entering all of the required data just once and having the data shared across all forms, which reduces the usual 20 plus touchpoints to fewer than five.”

AVYST eForms Wizard is integrated with the International Risk Management Institute (IRMI) Glossary of Terms™ to enable agents to view embedded definitions right on the forms which facilitates and encourages agents to easily discuss additional coverage options with customers.

“PIA has negotiated a special offer for PIA members. Effective immediately, PIA members will be able to access the eForms Wizard Gold package free of charge through the end of 2018 and then half-price starting in 2019,” said PIA National Executive Vice President & CEO Mike Becker. “We understand how important it is for agencies to become easier to do business with. We believe eForms Wizard helps agencies operate more smoothly and rapidly by allowing agency staff to prepare submissions quickly by dramatically reducing wasteful, repetitive data entry. PIA members who do not purchase the eForms Wizard Gold-level package may continue to use the basic eForms Wizard Bronze package free of charge while this PIA member program is in place.”

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

Agents interested in learning more about AVYST eForms Wizard should visit www.pianet.com/avysteformswizard.

Wave Insurance Technologies Inc. d/b/a AVYST™ is a Dallas, Texas and Aurora, Colorado-based company, providing sales and risk management solutions that enable independent insurance agents to efficiently manage a referral through the application and quoting process. This is accomplished with the use of intelligent question sets, standardized workflows, quoting integration and by removing complexity in the way agencies do business today. For more information, visit www.avyst.com.

Founded in 1931, PIA is a national trade association that represents member insurance agents and their employees who sell and service all kinds of insurance, but specialize in coverage of automobiles, homes and businesses. PIA members are Local Agents Serving Main Street America SM.PIA’s web address is www.pianet.com.