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William A. Smith & Son, Inc. Digitizes Insurance Application Process with Indio

August 25, 2021

Long-standing agency automates paper-driven application process to provide simple, efficient digital experience

UNIVERSITY PARK, Ill. – August 25, 2021 – Indio, an Applied Systems® company, today announced that William A. Smith & Son, Inc. has selected Indio to fully automate the client data capture and application experience for their Personal & Commercial lines business. Indio will enable the agency to simplify the insurance application process through smart form technology to create a more collaborative and streamlines process, reducing overall time spent on the application and delivering a better customer experience.

“Our agency is always looking for ways to make it easier and more efficient for our employees and clients to do business,” said Jack Smith, CPCU, CIC, ARM, President, William A. Smith & Son, Inc. “Indio will digitize all of our traditional paper applications and enable our customers to fill them out at their convenience wherever they are, eliminating the unnecessary paper trail and all the time-consuming processes that go with it.”

Indio enables agencies to deliver a fully digital client risk capture and application experience by automating the data population across each individual, unique insurer application. The application uses smart-form automapping to reduce the need for rekeying client information across multiple applications, increasing efficiency while reducing errors and omissions. Agencies can communicate in real time with clients directly within the online insurance forms, enabling communication and collaboration all within a single application. Indio simplifies the insurance application process to make it faster, more collaborative, easier, and minimizes errors and omissions, saving agencies and their clients’ time and money.

“Today’s insurance agencies are looking for ways to reduce inefficiencies and give time back to their staff so they can focus on what they do best - advising their customers,” said Michael Howe, senior vice president of Product Management, Applied Systems. “Indio will enable William A. Smith & Son, Inc. to eliminate the friction in the submission process and allow for time to be focused on advising clients on the best policy at the right price for their customers.”

 

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About Applied Systems
Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most.

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