Insurance professionals joining together to improve the day-to-day business of insurance through technology. 

eForms Wizard is the first platform that encourages single entry of data at the point of sale, even when offline, so the submission process is not only quick, but also accurate.

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
  • Agencies that focus on the client experience and are committed to conducting thorough information gathering during the fact-finding conversation
  • Agencies that understand how vital conversations are to explore and uncover prospect and client risks
  • Agencies that invest time educating their clients to build understanding that there is more to the insurance purchase than the price of the product
  • Agencies who 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
Avyst eforms Wizard screenshot

7 Key Ways eForms Wizard Helps Agencies, Carriers, MGAs & Wholesalers

  1. Empowering. Complete information is gathered at the point of sale.
  2. Time Saving. Enter information once. It flows to agency, company-unique and ACORD forms.
  3. Reliable. Anywhere, anytime. No internet service needed.
  4. Effective. Customizable “agency specific packages” of forms can be grouped, which encourages automatic cross-selling and reduces E&O exposure.
  5. Educational. Integration with IRMI's Glossary of Terms provides immediate access to the answers needed to answer client questions with confidence.
  6. Efficient. Get to market faster by sending completed applications and data quickly, easily and securely.
  7. Streamlined. Quickly update applications anytime during the client lifecycle.

eForms Wizard Training Video

Learn How AVYST eForms Wizard leads to Complete Submissions Faster


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“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,”

Marc Still, investor and CEO of AVYST

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“At AVYST, we empower sales success.  Our eForms Wizard provides an affordable, easy to install, intuitive to use software program that streamlines the data capture and submission process.”

– Kitty Ambers, Chief Growth Officer of AVYST