Case Study: Morton Insurance & Risk Management achieves faster application turnaround and reduced admin work with Indio

Morton Insurance reduces time-consuming manual tasks with Indio

Morton Insurance & Risk Management, founded in 2002, was looking to free up staff time and reduce heavy administrative back-and-forth in its application process. To solve this, the agency worked with Indio to digitize applications and implement an online platform with smart forms that pre-fill answers, addressing slow turnaround times that could previously take weeks.

Indio’s solution—an online application platform and smart forms—streamlined workflows so staff could focus more on client experience. The impact was immediate and measurable: everyone in the office adopted Indio, and a client returned a completed, signed application in 12 minutes compared with the typical four weeks of exchange, dramatically reducing admin time and increasing efficiency.

Morton Insurance & Risk Management

Allan Morton

Morton Insurance & Risk Management