Case Study: Vantreo Insurance Brokerage achieves streamlined online renewals and eliminates rekeying with Applied Systems' Applied Epic & Indio

Vantreo Insurance Brokerage Boost productivity with easy access to client information

VANTREO Insurance Brokerage, a Santa Rosa–based agency with 120+ employees and three offices, faced a slow, paper-heavy application and renewal process that required staff to rekey client data into their Applied Epic system—creating wasted time and increased E&O risk.

By adopting Indio integrated with Applied Epic, VANTREO implemented a simple online renewal flow and a bi‑directional auto-sync that transfers ACORD forms, exposure schedules, policy headers, and account data between systems. The result: faster service, reduced manual entry and errors, and a fully electronic workflow that streamlines submissions to insurers.

Vantreo Insurance Brokerage

Deanne Farias

Vice President - Commercial Insurance Division