AVYST Customer Spotlight

Learn about the AVYST eForms wizard, a PIA member benefit.
AVYST Customer Spotlight
November 18, 2020

Susan Coblin

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"As a producer I would hand write on applications that were hard to find and often out of date.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.
https://pianet.com/benefits/servicesandresources/avysteformswizard


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