List of Indio Customers
San Francisco, 94104, CA,
United States
Since 2010, our global team of researchers has been studying Indio customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Indio for Insurance ERP from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Indio for Insurance ERP include: A Scott James & Son, a United States based Insurance organisation with 250 employees and revenues of $25.0 million, Bouchard Insurance, a United States based Insurance organisation with 190 employees and revenues of $20.0 million, Parker Smith & Feek, a United States based Insurance organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Indio, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Indio customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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A Scott James & Son | Insurance | 250 | $25M | United States | Indio Technologies | Indio | Insurance ERP | 2018 | n/a |
In 2018 A Scott James & Son deployed Indio as an Insurance ERP to enable a digital application and renewal platform that supports remote operations and continuity during work from home shifts. The deployment targeted the firm’s commercial and personal lines workflows in the United States, positioning Indio as the front end for application intake and renewal orchestration across brokerage and underwriting touchpoints.
Indio was configured to centralize application and renewal processing, with functionality aligned to Insurance ERP use cases including digital application intake, renewal workflow automation, document collection and electronic signature support, and customer-facing self service for policy submissions. The implementation scoped application and renewal modules to cover both commercial and personal lines, and the platform was used to standardize intake and renewal decision handoffs between sales, service, and underwriting teams.
Governance focused on maintaining service continuity during distributed work arrangements, with processes adjusted to route digital workflows and customer communications through Indio rather than in-person or paper channels. According to the customer story, the solution improved remote customer service and operational efficiency, and it contributed to the firm’s ability to retain and win business while supporting nationwide commercial and personal lines operations.
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Bouchard Insurance | Insurance | 190 | $20M | United States | Indio Technologies | Indio | Insurance ERP | 2019 | n/a |
In 2019, Bouchard Insurance implemented Indio, an Insurance ERP, to automate commercial lines client data capture and to streamline the application and renewal experience in the United States. The implementation concentrated on digital intake and submission orchestration, centralizing client data capture across agency workflows and submission touchpoints.
Indio was configured for digital applications, electronic signing and in form collaboration, providing in form edits and collaborative completion to accelerate submissions and reduce E&O exposure. The platform automated supplemental application workflows and shortened supplemental application turnaround from three to four weeks to three to four days, as described in the vendor case study.
Operationally the deployment supports submissions and renewal processing for commercial lines, impacting underwriting intake, broker submissions and client onboarding workflows. Governance and process changes emphasized standardized forms and collaborative review checkpoints to reduce manual handoffs and to ensure consistent data capture across renewal cycles.
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Parker Smith & Feek | Insurance | 10 | $2M | United States | Indio Technologies | Indio | Insurance ERP | 2019 | n/a |
In 2019 Parker Smith & Feek implemented Indio to digitize the application process for commercial and small business lines across the United States. Indio is an Insurance ERP application deployed as a client facing smart form and lead capture portal to handle external application intake. The implementation centralized intake workflows for producers and account teams and established a public facing entry point for new business submissions.
Configuration focused on form automation and data normalization, Indio automatically maps common fields across forms to reduce manual entry and to accelerate underwriter review. The platform also functions as a lead capture layer to surface new prospects into broker workflows and to streamline producer follow up. Per the vendor case study the rollout shortened application turnaround from weeks to about a day and improved client experience by reducing manual touchpoints during intake.
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