Case Study: Bouchard Insurance achieves faster renewals and streamlined digital applications with Indio

Bouchard Insurance selects Indio to digitize commercial lines submissions

Bouchard Insurance, a Marsh & McLennan Agency based in Clearwater, FL, faced heavy paperwork and slow, manual renewal workflows that conflicted with its client-first service goals. To streamline commercial-lines applications and renewals, Bouchard Insurance chose Indio and its digital application and renewal platform to simplify data collection and free staff to focus on advising clients.

Indio implemented an online, collaborative application experience that automates data capture, eliminates redundant rekeying, and sends clients a single digital request for complete renewal information. The Indio solution reduced touchpoints and follow-ups, shortened turnaround time, improved data accuracy and E&O exposure, and allowed Bouchard Insurance staff to spend more time on high‑value client communications and risk management.

Bouchard Insurance

Justin Barnaky

Business Insurance Practice Leader