Customer Success

VANTREO Insurance Brokerage

Simplify the application and renewal process with technology

See the Story

  • Headquarters: Santa Rosa, California
    Employees: 120+
    Offices: 3

  • 2007


  • 3

    Year as an Indio 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.

The reason why we love the Indio and Applied Epic integration is that it saves so much time for our agency. Once we get the application from our client, we can push it from Indio to Applied Epic to verify the information then send it directly to the insurer. We don’t need to print any documents or drag and drop to our agency portal, it’s all electronic.

Jennifer Hernandez

Assistant Account Manager

Ready to Learn More?

Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.