Featured Post
How Technology Can Help Improve Your Customer Communication
According to McKinsey, the average professional spends almost 2.5 hours a day reading and responding to emails—28% of the entire work week. Email is an important part of your job but unfortunately, the more time spent communicating via email, the harder you’re making it for your customers.
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Digital Transformation
New Year’s Resolution: Digitize the Application and Renewal Process
In this blog post, our co-founder and CTO Adam Bratt tells you all about our industry-leading application and submissions management platform, and the benefits of using it.
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Industry Trends
Now Open: Participate in the 2022 State of Insurance Renewals Survey
Indio created the State of Insurance Renewals Survey to better understand pain points and the overall application and renewal process. Take the 2022 State of Insurance Renewals Survey now.
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2021
A Veterans Day Tribute
Applied and its Diversity, Inclusion and Belonging Council are proud to commemorate the service and sacrifices made by our military veterans throughout the month of November.
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Digital Transformation
Indio: A Win-Win for Agents and Insureds
Adam Bratt, Co-founder and CTO at Indio, sat down with TIG Advisors to discuss their decision to implement Indio and the benefits of using the platform.
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Events
Celebrating Black History Month
In the United States, thousands of companies celebrate Black History Month (BHM) every February. This year, Applied joins in.
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Industry Trends
Have Yourself a Happy, Healthy Holiday
Take a look at our latest blog post for a cheerful message from all of us at Indio.
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Best Practices
3 Steps to Remove Inefficiencies in Your Submissions Process
In this blog post, we explore technology that can streamline your submissions process.
2020, Best Practices, Blog, Digital Transformation, Industry Trends, Insurer Connectivity
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Business Continuity
An Update On Our Business Continuity Plan
First and foremost, I hope that you, your family, friends, and communities are staying safe and healthy. For those who have been impacted by the COVID-19 outbreak – whether directly or indirectly – my prayers are with you and I wish those affected a speedy recovery.
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Business Continuity
Breaking Down the CARES Act – What This Means for Your Business
This past Friday, March 27, the Coronavirus Aid, Relief, and Economic Security (CARES) Act made headlines as the largest economic stimulus package in U.S. history. The Act includes relief for businesses and individuals, assistance to states, and key protections for workers.
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Best Practices
How Technology Can Help Improve Your Customer Communication
According to McKinsey, the average professional spends almost 2.5 hours a day reading and responding to emails—28% of the entire work week. Email is an important part of your job but unfortunately, the more time spent communicating via email, the harder you’re making it for your customers.
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Industry Trends
Valuing Your Customer: Protecting What Matters Most
Your customers are the focal point of your business’s mission and it’s what you live by every single day. So, it comes to no surprise that keeping your customers happy is critical to retaining them and remaining successful. When you lose track of your customers, they’ll lose track.
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Business Continuity
Coronavirus Outbreak: Business Continuity for Indio Customers
Your business continuity is our #1 concern. As your trusted technology partner, we are here to help your business continue to operate without interruption.
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Digital Transformation
The Future of Indio Technologies
We're proud to announce that Indio has entered into a definitive agreement to be acquired by Applied Systems, the leading global provider of insurance software. In a short period of time, we’ve grown into the leading customer engagement platform utilized by insurance brokers.
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Best Practices
How Your Insurance Agency Can Become an Advisor To Your Clients
In order to stay relevant and retain customers, insurance agents and brokers must double-down on customer experience by becoming risk advisors. Learn how your agency's staff can elevate themselves out of administrative work so that they can allocate their time and resources to becoming the advisor your customers need
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Best Practices
What Are Inefficient Tasks Costing Your Agency’s Bottomline?
Inefficient tasks are costing your agency time and money. To determine how much money, we looked at an area within agencies that is notorious for inefficient, manual, time-consuming tasks; the application and renewal process. Read more to learn the impact these activities are having on your agency.
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Best Practices
Definitive Guide To Improving Agency Customer Experience With Technology
Insurance agencies that don’t provide the kind of digital experience customers have come to expect won’t survive in today’s digital world. Learn how to adapt your insurance agency to stay competitive in a modern world with this definitive guide.
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Best Practices
How to Build Strong Relationships with Carriers and Underwriters
Agencies need carriers in their corner to better serve their insureds. Learn how to build a strong agent and carrier/underwriter relationship by establishing personal connections, prequalifying accounts, and understanding your carrier’s underwriting appetites.
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Best Practices
4 Ways for Independent Agents to Compete with Direct Insurers
Independent agents must undergo digital transformation to outperform competitors. Your digital strategy should depend on your customer's expectations. With the customer journey as your starting point, review the following strategies and find the best combination for your agency to implement.
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Best Practices
Insurance Agencies Guide to Removing Operational Inefficiencies
Over the last 25 years, agencies are generating $36,000 more revenue per employee. This is the result of improving operations and leveraging technology. This industry guide will show agencies are taking advantage of technology today to increase their average revenue per employee for the next 25 years.
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Industry Trends
The Insurance Agent’s Guide to Specialization
More than ever, there is an opportunity within insurance to become a specialized agency. Many businesses need specialized insurance assistance. This guide will show you how to reap the benefits of specialization.
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Best Practices
4 Ways to Get Insurance Applications Back From Your Clients With Accurate Data
It's not often that insurance agents receive applications back from their clients completed and ready for market the first time. Learn how your agency can spend less time gathering information and get to market faster using the right tools and processes.
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Digital Transformation
How to Use Smart Insurance Forms to Make Your Carrier Applications More Efficient
Learn how your insurance agency can move off of a paper system and stand out from the competition by using digitally enhanced smart insurance forms. Smart forms will save your staff time and create a quality customer experience.
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Automation
3 Ways Automation Can Make Your Insurance Application & Renewal Process More Efficient
3 Ways Automation Can Make Your Insurance Application & Renewal Process More Efficient More than a decade ago, insurance agencies looking for a better way to manage their internal operations began moving away from the cornerstone of industry operations for centuries: paper. With the spread of computers and broadband internet connections, agencies began envisioning a …
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Best Practices
The Ultimate Guide to Insurance Agency Customer Experience
Insurance agencies can combine the best aspects of new technology with a personal touch to build an experience that will delight customers and keep them loyal to the agency. Using data and research, this guide shows agencies how to implement tools to improve customer experience and grow business.
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Best Practices
6 Ways Insurance Agents Can Improve Customer Communication
Today's insurance customers have more options than ever, and agencies are losing market share to those other options. If you want to find and retain clients, you've got to show them why they should be with your agency. Using the right kind of communication with your client is the only way to make that happen.
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Best Practices
How Insurance Agencies Can Boost Customer Retention to 95%
Customer retention is by far the most profitable strategy for insurance agencies because keeping an existing customer is cheaper than finding a new one. The average retention rate for the insurance industry is 84%, but top companies in the industry are beating the average by 10% or more.
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Industry Trends
Insurance Customers Are Changing and So Is What They Want
The world of insurance is changing fast and so are the customers. Most industries treat millennials as a niche market. That’s no longer an option because millennials will outnumber baby boomers by 2019. What customers want has changed. They expect to have a digital experience with lightning-fast response times.
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Best Practices
6 Ways Insurance Agencies Can Retain Business
Good customer retention is necessary for survival. Insurance has the highest customer acquisition cost of any industry (9x as much to acquire a new customer than it does to retain one). Fortunately, agencies can often improve customer retention by making a few tweaks in the customer experience they offer.
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Automation
Are PDF Insurance Applications Dead?
Insurance customers are becoming used to smart, interactive solutions, which they’re familiar with in other aspects of their lives, both for business and personal needs. PDFs and paper insurance applications are dead; it's time to provide them with a better system and experience.
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Automation
Your Insurance Customers Are More Tech-Savvy Than You Think
Many insurance agents assume that their business clients are “old-school.” But this completely misses who these people are. Business owners are not just tech-savvy, they expect the people they do business with to be tech-savvy too. If you disappoint them in this, they'll seek out other agents.