Making insurance sales easier
- 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 has proven to be a valuable solution for agencies that:
- Possess a strong sales culture and are committed to producer development
- Focus on the client experience and are committed to conducting thorough information gathering during the fact-finding conversation
- Understand how vital conversations are to explore and uncover prospect and client risks
- Invest time educating their clients to build understanding that there is more to the insurance purchase than the price of the product
- Focus on specific niches and routinely recommend specialty lines coverages like EPLI, D & O, and Cyber – all of which are laden with supplemental and specialty apps not found in any agency management system
Seven key ways eForms Wizard helps agencies, carriers, MGAs, and wholesalers:
- Empowering. Complete information is gathered at the point of sale.
- Time Saving. Enter information once. It flows to agency, company-unique and ACORD forms.
- Reliable. Anywhere, anytime. No internet service needed.
- Effective. Customizable “agency specific packages” of forms can be grouped, which encourages automatic cross-selling and reduces E&O exposure.
- Educational. Integration with IRMI's Glossary of Terms provides immediate access to the answers needed to answer client questions with confidence.
- Efficient. Get to market faster by sending completed applications and data quickly, easily and securely.
- Streamlined. Quickly update applications anytime during the client lifecycle.
“The firm is dedicated to cleaning up haphazard and slow policy submissions, benefiting agents, brokers, MGAs, wholesalers, carriers – as well as the customer, who is frustrated with slow, repetitive processes. AVYST is “trying to put insurance back into InsurTech.”