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.