AVYST Customer Spotlight
Meet Susan Coblin, Agent/Owner of Chenault & Hoge in Frankfort, KY, and PIAK member.
"Before we got eForms Wizard the process was very time consuming, fragmented and involved too many people.
"As a producer I would hand write on applications that were hard to find and often out of date. Our agency management system didn’t make it easy, I had to ask my employees to help me or I would just write down some notes and give it to the CSR to do. The CSR had to ask me additional questions that I had in my head but forgot to write down. At that point we were both inefficient.
"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! I wish I had thought of this! Now I can quickly and easily send submissions to 5 underwriters in minutes. eForms Wizard really is saving us a ton of time!" MORE
Learn about the AVYST eForms wizard, a PIA member benefit.