Case Study: Vantreo Insurance Brokerage achieves faster application turnaround and reduced E&O risk with Indio

Vantreo Simplifies the Application and Renewal Process With Indio

Vantreo Insurance Brokerage, a Santa Rosa, California–based agency with 120+ employees and three offices, was hampered by a manual, paper-heavy application and renewal process that required clients to print, fill out, and scan forms—slowing service and increasing errors and E&O risk. As a four-year customer of Indio, Vantreo turned to a digital platform to modernize client interactions and remove administrative friction.

Indio implemented its digital platform to deliver a simplified, collaborative customer experience that reduces time spent on individual applications and minimizes E&O exposure. The change produced measurable improvements—clients often return applications the same day—and Vantreo reports significantly faster turnarounds and stronger customer satisfaction since adopting Indio.

Vantreo Insurance Brokerage

Jennifer Hernandez

Assistant Account Manager