Welcome to
eForms Wizard
The insurance industries first truly Bi-Directional Forms system for standard and unique forms.
Simple Easy Done
About eForms Wizard
Empower anyone with eForms Wizard in minutes.
Easy to use, get started right away with preset “packages” of forms. Of course you may create your own favorite packages for future use.
Personal, Commercial, Employee Benefits and more.
Select the forms you want in a few clicks. Of course, common fields map to save you time.
7 KEY THINGS EFORMS WIZARD SOLVES FOR AGENCIES, CARRIERS, MGAS & WHOLESALERS
- Empowering – Complete information is gathered at the point of sale, making ACORD forms and supplemental applications easier
- Time Saving – Enter information once – it flows to Agency, Company-unique and ACORD forms.
- Reliable – Anywhere, Anytime – no internet service needed
- Effective – Customizable “agency specific packages” of forms can be grouped – encourages automatic cross-selling.
- Education-based – IRMI’s Glossary of Terms integration empowers agents to have the knowledge to answer client questions with confidence
- Efficient – Get to market faster by sending completed applications and data quickly, easily and securely
- Streamlined – Quickly add or update ACORD forms and supplemental applications anytime during the client lifecycle
New Possibilities
Features
01
Bi Directional Integration
Integrations using AL3 and XML.
Start outside your management system and import into the system.
Start inside your management system, export, disconnect, and take with you. Works offline.
02
Works Offline - AirPlane Mode
Work anywhere, anytime and anyplace.
Great for producers, road warriors and at the point of sale.
Never worry about a secure or strong internet connection.
03
Free to use
For a limited time, all new downloads provide for 6 months of complimentary “gold” level, which includes integration, carrier unique forms and over 800 ACORD forms, all fillable and mapped*
05
Training
Frankly its so easy you can start using right after you download. Training is simple, online and available by appointment. .
06
Smooth Integration
Easily integrate with any AL3 based management system. AMS360, Sagitta and Hawksoft just to name a few.
the right people building the right stuff
The eForms Wizard teams has been building insurance applications for over 30 years. Insurance people building insurance technology.
Our Users Love Us
Reviews &
Ratings
“I love this product! It’s much more efficient than anything I have used for submissions. Producers of all levels can use this with the help features!”
JOHN D’AGOSTINO JR., D’AGOSTINO AGENCY, HAMMONTON, NJ
“eForms Wizard has been a great time-saving product to bring potential new customers to market with up to date application/ACORD forms. I don’t need to enter all the information into my agency management system to get the quote going…with the information passed from form to form it saves tons of precious time. If the customer moves from prospect to insured, I just print the signed application forms into the PDF format and attach to the customer file. I highly recommend!”
CONNIE MAHONEY, MARK ANTHONY ASSOCIATES, MOUNTAINSIDE, NJ
“From my own perspective, eForms Wizard seems to be the one closest to being able to deliver single entry bidirectional data transfer with my AMS360 online system……, I am really hoping that the eForms Wizard solution is THE breakthrough single entry bidirectional data transfer technology that I’ve been waiting for 30 years to see in action. And it’s a fraction of the cost of the other two. [Indio and Broker Buddha]”
DANA COATES, UNITED WESTERN INSURANCE BROKERS, PASADENA, CA
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 can quickly and easily send submissions to 5 underwriters in minutes. eForms Wizard really is saving us a ton of time!”
SUSAN COBLIN, AGENT/OWNER OF CHENAULT & HOGE IN FRANKFORT, KY
“eForms Wizard has been AWESOME. Time = Money and so far, it has saved me tremendous amounts of time by making submissions faster. I have recently started submitting for 12+ agents and time matters. I don’t think I could successfully work at that volume without eForms Wizard.”
LAUREN SMITH, PYRON GROUP, JACKSON, MS
Our Pricing Plans
Choose the best plan for your needs
Annual Pricing
Bronze
$ 50
50 / annual - less than $5 per month when paid annually
- Great for basic users
- Popular Forms
- Share Forms via email
- FREE for PIA, IIANC and PIIAC Members
Gold
$ 100
100 / annual - less than $9 per month when paid annually
- Best Features and Value
- Bi-Directional Integration - AL3
- XML Export
- Collaborate
- Save Editable Forms
- IRMI Glossary Integration
- Thousands of forms
- 50% off for PIA, IIANC, PIIAC
Next GenERATION
$
coming soon
- Fall 2023
- Re-Imagined
- 100% Unique
- Latest Technology
- Robust Integrations
- Amazing features
- Built for: Agents, Brokers, Claims, Underwriters, Carriers, MGA's and Intermediaries, Consultants, Vendors, Trainers
- NOT Just a form system