Indio vs. Traditional Submissions: A Day-In-The-Life Comparison    

The traditional path to securing coverage is often a "clunky" one. For most agents, the commercial lines data-gathering phase is notoriously paper-heavy and slow. But by adopting the right insurance solutions, you can streamline this process, turning a back-office burden into an engine for growth and new business. 

Indio is a premier digital platform designed to automate the most tedious parts of the insurance industry. Its technology provides a user-friendly interface that allows insurance companies and brokerages to gather data with a single click. Because a modern digital insurance strategy depends on connectivity, Indio features a bi-directional sync with Applied Epic®, providing a management system your team never has to leave. 

Digital Transformation at Next Gen Insurance Agency 

Meet Dave, an account manager at the fictional Next Gen Insurance Agency. Dave has seen how insurtech has changed the game for agencies. His team previously struggled with operational efficiency, losing track of activities in a sea of emails. 

Dave knew that to gain a competitive advantage, he needed an insurance product that offered more than just digital forms - he needed true automation. Here is how Dave’s agency used Indio to optimize their results. 

Centralized Workflows vs. Fragmented Portals 

Before Indio

Next Gen Insurance Agency would partially fill out a digital application, email it, and then wait for the insured to print and scan it back. This poor user experience created silos of data across systems and messy inboxes. 

After Indio

Dave’s team now works in one centralized insurance platform. Their response time is faster, allowing them to secure pricing and quotes earlier. This on-demand access to information ensures the application process moves forward without friction. 

Submission Tracking: Real-Time Intelligence 

Before Indio

The agency relied on email for every touchpoint. If an underwriter had a question, a long back-and-forth began. Communication was frequently misplaced, whether it was for underwriting complex risks, verifying statements of value, or checking exposure updates. 

After Indio

The introduction of real-time activity tracking has been a game-changer. Dave is immediately notified when customers log into the self-service portal. By moving away from manual workflows, the agency has improved the overall customer experience and ensured no insurance policy detail is missed. 

The Renewal Cycle: Eliminating Duplicate Data 

Before Indio

Dave’s team spent hours re-keying data. This led to high operational costs and missed opportunities. Clients grew frustrated at being asked for the same information year after year. 

After Indio

Starting a renewal packet is now a streamlined experience. Data from the prior year auto-populates, meaning clients only verify changes. Whether the client is updating a schedule or a simple liability form, the process is fast. This also helps mitigate E&O exposure by ensuring data integrity across the end-to-end workflow. 

Why Using Indio Matters for Agency Growth

When you automate the submission process, your agents stop being data-entry clerks and start being risk advisors. By reducing the time spent on manual application processing, agencies can focus on: 

• Deep-diving into underwriting requirements and risk analysis.
• Making informed decisions based on real-time data.
• Exploring pricing models for niche markets.

Indio allows agencies to do just that. It is a tool that makes insurance policies easier to manage while making your team more productive. Say goodbye to scattered messages and hello to a stronger, more profitable future. 

Start Simplifying Your Future 

Modern insurance applications shouldn't be a burden. Using Indio saves time, reduces touchpoints, and ensures your submissions are of the highest quality. 

Ready to see it in action? Contact us for a demo today. You can also follow us on social media or join our next webinar to see Indio's latest functionality and enhancements.