Case Study: Gregory & Appel achieves streamlined renewals and better client risk advising with Indio

How Gregory & Appel cut their application and renewal process time in half with Indio

Gregory & Appel, an Indianapolis-based insurance agency with 141+ employees, struggled with time-consuming, manual renewal and application processes that created client frustration and distracted account managers from higher-value advisory work. To address these operational inefficiencies, Gregory & Appel turned to Indio and its online application/portal solution.

Indio implemented a secure portal with smart forms, pre-populated answers, and single-link document collection so clients can save progress and account managers can track completion. The change eliminated hand-scanned forms and manual rekeying, cut one client’s renewal timeline in half, increased client satisfaction, and freed account managers to focus on risk advice and value-added work.

Gregory & Appel

Christina Kelley

Chief Operating Officer