Applied Systems
68 Case Studies
A Applied Systems Case Study
Scott Insurance, an employee‑owned agency founded in 1864 and headquartered in Lynchburg, Virginia with 320+ employees across nine offices, faced the pandemic-era challenge of shifting a traditionally paper‑based, in‑person application and renewal process to remote operations without disrupting customer service.
By using Indio’s digital application and renewal platform—already implemented before staff went home—Scott was able to move renewals online, maintain superior customer service, and make work‑from‑home transitions seamless. The result: continued service during the pandemic, strong customer retention, and new business wins thanks to a simpler, remote renewal experience.
Ashley Moore
Small Commercial and Personal Lines Leader