Case Study: Scott Insurance achieves seamless remote operations and customer retention with Indio

Manage remote operations with a digital application and renewal platform

Scott Insurance, an employee‑owned agency founded in 1864 with 320+ employees and nine offices, faced the pandemic-driven challenge of moving traditionally paper-based, in‑person application and renewal workflows to remote operations. As a three‑year Indio customer, Scott Insurance relied on Indio’s digital application and renewal platform to digitize those processes and maintain service continuity.

Indio implemented a simple online renewal and application workflow that enabled Scott Insurance to continue serving customers remotely, preserving client relationships and allowing the agency to retain and win new business. Scott leaders credited Indio with making the work‑from‑home transition easy and seamless, keeping renewals and operations running across their offices without in‑person contact.

Scott Insurance

Ashley Moore

Small Commercial and Personal Lines Leader