Case Study: Parker, Smith & Feek, Inc. achieves a digitized, streamlined application process and improved client experience with Indio

PS&F increased employee productivity and renewals with Indio

Parker, Smith & Feek, Inc., a Bellevue-based brokerage with 200+ employees, faced a manual, paper-driven application process fragmented across email and internal systems that created a poor client experience and heavy administrative burden. To digitize and streamline applications, the firm turned to Indio and its digital application platform, becoming an Indio customer to create a consistent, client-first workflow.

Indio implemented a secure, centralized workspace and guided digital application workflow that consolidates forms, signatures, prepopulated data, reminders and audit trails. The Indio platform eliminated redundant data entry, reduced back‑and‑forth touch points, cut down phone calls and emails, sped submission cycles, and gave account teams clear visibility — freeing staff to focus on advising clients and improving overall client satisfaction.

Parker, Smith & Feek, Inc.

Sherisa Crevier

Vice President and Brokerage Operations Manager