AVYST

Founded 2014

Capture prospect data and auto-fill insurance forms offline or online

You can use AVYST to collect client intake information and quickly produce insurance applications. It allows independent insurance agents to interview prospects using digital questionnaires, both online and offline without an internet connection. The system automatically populates standard ACORD forms and carrier-specific questionnaires, reducing repetitive data entry and documentation errors. You can also share submissions with underwriters, request electronic signatures, and transfer collected data into agency management systems to accelerate commercial lines quote workflows. Everything saves locally and synchronizes as soon as you reconnect to the network.

What AVYST does

Create digital client intake interviews for insurance linesAuto-fill ACORD forms using stored questionnaire dataWork on client applications without an internet connectionGather electronic signatures from policyholdersExport insurance submission packets for underwritingSync prospect details to agency management systemsCapture prospect data offline without requiring an active internet connectionAuto-populate standard ACORD applications from interview responsesGenerate carrier-specific supplemental forms with shared data fieldsCollect digital signatures on completed insurance applicationsExport client submission packages directly to insurance carriersTransfer client files directly into agency management systems