What an Indio+Applied Epic Bi-Directional Integration Can Do for You
The application and renewal process for agents and their insureds has been riddled with inefficiencies as a result of a paper heavy process requiring large volumes manual data entry. These inefficiencies impact an agency’s ability to grow their business.
With Indio and Applied Epic’s seamless exchange of account data, ACORD data, schedule exposure data, and policy headers between platforms, inefficiencies are removed that will allow for your agency to:
- Increase Time Savings for Agency Staff: Simplify the client data capture process and remove the need to rekey data between Indio, Applied Epic, and insurers’ applications or rating systems.
- Reduce E&O Concerns: Decrease the likelihood of inaccurate or out-of-date information being sent to insurers/underwriters.
- Shorten the Time to Market: Automate the send of commercial submissions data directly to insurer systems to begin the underwriting process more quickly.
- Increase Client Experience and Retention: Shorten the submission and renewal process for clients and provide a fully digital, modern experience.
- Generate New Business: Win new prospects and round out existing accounts by providing a simpler, faster, and more modern submission process.
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