Indio Technologies, a management software platform for property and casualty insurance providers, has teamed up with independent insurance agency, Tricor Insurance to offer streamlined solution for insurance application and renewal process.
Tricor provides coverage to personal and commercial insurance clients.
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Using the Indio platform, Tricor will be able to enhance its customer experience by streamlining, automating and improving the insurance application and renewal process.
Indio’s workflow management platform will enable to improve upon the unnecessary communication between its staff and insurance customers.
Customers of Tricor will be able to complete their insurance application and renewal forms online.
The automation will also streamline this process, thereby enabling staff to spend more time solving problems of their insurance customers, instead of focusing on data collection.
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By GlobalDataIndio CEO and co-founder Mike Furlong said: “It has been our mission to empower brokers and agents with the tools necessary to simplify the insurance process and to ultimately provide their customers with an overall improved experience.
“Being able to save valuable time for the TRICOR team will allow them to focus on exactly that – delivering better experiences that drives ROI.
“We’re excited to bring these capabilities to TRICOR and help their team stay ahead of the competition.”
Indio will offer Tricor’s 200 employees with in-depth training, onboarding, implementation and support programmes.
Tricor Insurance CEO David Fritz said: “The Indio platform allows us to streamline our internal operations and ultimately provide for overall a smoother customer experience.
“We know the process of gathering information from our customer is a valuable part of the insurance process, but we want to ensure we’re digitally gathering data and storing it securely, as well as gather electronic signatures to help make the process easier on our customers year over year.
“Our ultimate goal is to continuously make it easier for customers to do business with TRICOR, and Indio allows us to do that.”
