What’s New With AVYST eForms Wizard?

Efficiently interview clients and prospects on-site with or without access to the Internet
November 18, 2019

Have you downloaded your free bronze-level AVYST eForms Wizard software yet?AVYST eForms Wizard 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.

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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