Santa Rosa, CA
As an Applied Customer
An integrated, digital platform to enable faster and better service
VANTREO Insurance Brokerage strives to make life easier for their clients but the manual, paper-heavy application and renewal process was doing the exact opposite. The agency was also wasting valuable time rekeying data from clients’ applications into their Applied Epic management system, creating E&O risk. Learn how VANTREO uses Indio to improve customer experience with a simple, online renewal process. Additionally, hear how they are able to seamlessly exchange account data, ACORD data, schedule exposure data, and policy headers between Indio and Applied Epic via a bi-directional auto-sync, reducing the need to rekey data between the two systems.
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When you’re ready to learn more about leveraging advanced insurance software and solutions to build a better insurance business, we’re here to help.