AVYST eForms Wizard — Automated Workflow Management

Program Summary

PIA members have access to the AVYST eForms Wizard Bronze-level package absolutely free! Find out what it can do and why you may want to upgrade to the Gold-level package at a 50% discount.

Save 75% of Your Staff's Time to Complete a Submission

As a producer in an independent agency, are you tired of the endless back and forth working with your underwriters? Do new, required forms somehow show up late in the process? Do last-minute data corrections make it difficult to obtain accurate quotes at the outset?

AVYST eForms Wizard is a fast and easy solution that will allow you to quickly prepare submissions. Each form has intelligence that allows information to be keyed once and shared across all other applications and forms for that client! Type it once and you're done.

eForms Wizard expedites the completion of hundreds of included ACORD forms for commercial lines, personal and high-value clients, professional lines, agriculture, bonds, proof of insurance and more! Agents are able to build, share, and edit forms across their team and send forms as a secure PDF to multiple underwriters when ready.

This easy-to-use solution will allow your agency staff to prepare submissions quickly and easily, eliminate redundant entry, and collaborate with others to complete applications.

Short Introductory Videos

TIP: Disregard the web address at end of these videos and go to "Get Started" to activate the PIA member discount.

Program Detail

Streamline Your Submission Process with eForms Wizard

  • Access ACORD, agency, and carrier unique forms.
  • Input data once and it shares across multiple forms.
  • Available on or offline complete—your client interview with or without the internet.
  • IRMI definitions integrated, enabling producers to easily discuss coverage options.
  • Create packages of applications to ensure your producers cross sell.
  • Build, share and edit forms across your team in a secure PDF or editable format.
  • Share multiple forms easily with wholesalers and carriers. Get to market in hours — not days.

AVYST eForms Wizard Brochure

The process was very time consuming, fragmented and involved too many people before we got eForms Wizard. Now I can prefill information that defaults into all the other applications. Every application is there, I don’t need to ask underwriters for applications. It’s just genius!

Susan Coblin, Chenault & Hoge, aka The Insurance Store, Frankfort, KY

Completing applications in eForms Wizard is so much easier than in our agency management system. The fact that what I type in a field on one form fills in on another form also makes my life easier. eForms Wizard just saves me time because it’s cleaner and more efficient all the way around.

David DeLano, Kennedy Namier Insurance Agency, Plymouth, MI

eForms Wizard, by linking fields across all ACORD and non-ACORD forms, has helped me complete forms so much faster than ever before. I type it once and it’s duplicated across many fields of the same name.

Jon Black, Curtis Black Insurance Associates, Danbury, CT

PIA's free and discounted programs for the AVYST eForms Wizard are available to all PIA members except those in Colorado and North Carolina.

Get Started

Ready to enroll? Need more information?

Learn more and enroll.

Have a question?

Contact Kitty Ambers at AVYST at 877-204-0704 x2 or Kitty@avyst.com.

Have a question for PIA? Contact us at ProductsAndServices@pianational.org