Case Study: Bouchard Insurance accelerates renewals and cuts paperwork with Applied Systems' Indio

Deliver a digital application and renewal experience for clients

Bouchard Insurance, a Marsh & McLennan Agency based in Clearwater, FL with 260+ employees and six offices, faced slow, paper-heavy commercial lines renewals that clashed with its client-first philosophy. Lengthy, manual data collection and repeated retyping created inefficiency, errors, and limited staff time for risk consulting.

Bouchard implemented Indio to automate client data capture and create a branded online portal with smart, auto-mapped forms, required fields, and in-form commenting. The change cut supplemental response times from three–four weeks to three–four days, reduced back-and-forth and E&O exposure, sped quoting and renewals, and boosted both employee and client satisfaction.

Bouchard Insurance

Justin Barnaky

Business Insurance Practice Leader