How Can AVYST eForms Wizard Save Your Agency Time?

It enables professional insurance agents and producers to efficiently interview clients and prospects on-site with or without access to the Internet.
August 27, 2019

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, or carrier unique forms since prospect or existing client data is entered only once to get a quote. After client information is collected and entered into data fields, updates and edits are shared across files. Repetitive keystrokes are eliminated which reduces mundane tasks and opportunity for error — and employees are freed up to focus instead on cross-selling, business building, and client retention.

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.

The 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.

As a PIA member benefit, all PIA members have free access to the Bronze-level subscription of eForms Wizard and 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.

PIA Members: Get Started – Download Your Software.

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