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IMA Financial Group Digitally Transforms Insurance Application Process with Indio

February 15, 2022

Integrated financial services company turns their insurance application process into a modern, digital experience for both clients and staff

UNIVERSITY PARK, Ill. – February 15, 2022 – Indio, an Applied company, today announced that IMA Financial Group has selected Indio to digitize the P&C insurance application and submissions process. Indio will enable IMA Financial Group to eliminate the redundant, manual application process and provide an interactive, online experience using smart-form technology that automaps repetitive questions from carrier forms, as well as custom agency forms, to reduce time spent on applications for both clients and staff.

“IMA Financial Group is dedicated to finding the most efficient solutions to make the application and renewal process easier for our clients and our teams,” said Michelle Vercellino, EVP of Operations and Insights, IMA Financial Group. “Indio will digitize our paper applications, including our insurer applications and even some of our own agency documents, freeing our team to spend more time consulting clients, while allowing clients to complete their applications with ease.”

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.

“The application and renewal process is frustrating for clients and agents alike because of the time-consuming, manual effort spent gathering and rekeying client information across multiple insurance applications,” said Michael Howe, chief product officer, Applied Systems. “Indio will eliminate those frustrations for IMA Financial Group, differentiating their service within the application and renewals process of the policy lifecycle and allowing them to focus on higher-value work.”


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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.

About IMA Financial Group
IMA Financial Group is a North American insurance brokerage firm with market-leading risk management, insurance, employee benefits and wealth management practices. Among the largest independent, employee-owned brokerages in the U.S., IMA employs more than 1,700 associates with highly specialized expertise in a broad reach of growing industries. The company’s mission is to protect assets and make a difference for its clients, associates and communities.

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