Customer Success

VANTREO Insurance Brokerage

Improve customer experience with technology

See the Story

  • Headquarters: Santa Rosa, California
    Employees: 120+
    Offices: 3

  • 2007


    Founded

  • 3


    Year as an Indio Customer

A digital platform to enable faster and better service

VANTREO Insurance Brokerage strives to make life easier for their clients but the manual, paper-heavy application and renewal process was doing the exact opposite. Clients were spending too much time printing, filling out and scanning applications, which in turn created E&O risk for the agency. Learn how VANTREO uses Indio to provide a simplified, collaborative customer experience that reduces time spent on individual applications and minimizes E&O exposure.

With Indio, our customer service experience has been phenomenal. We’ve gotten so many positive reviews on how quick and efficient it is. We even get applications back from clients the same day now thanks to Indio.

Jennifer Hernandez

Assistant Account Manager

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