Pacific Interstate Insurance Brokers Partners with Indio

The organization will use the white-labeled platform to help affiliated agents become more efficient and spend more time on their commercial client relationships.

(Image source: PIIB homepage.)

Pacific Interstate Insurance Brokers (PIIB; El Dorado Hills, Calif.), an association of over 200 independent insurance agencies in nine states, has partnered with Indio Technologies’ (San Francisco)  to provide PIIB ’s affiliates the ability to streamline workflows in support of greater drive success through discounted access to Indio’s distribution platform, as well as ongoing education from Indio on both the Indio platform and the industry as a whole.

Rachel McClurg, Marketing Representative, PIIB.

With its automation platform and related tools, Indio is designed to move paper-driven processes online, with the goal streamlining workflows so insurance agents and brokers are freed from spending inordinate amounts of time on routine tasks. The white-labeled platform seeks to help insurance agents and brokers to focus their time and efforts on providing better client experiences and addressing the challenging aspects of their risk management.

“As we work to equip our affiliate agencies with the tools and resources they need to become more successful, we recognize that the right technology can help them be more efficient and enhance their commercial client relationships,” comments Rachel McClurg, Marketing representative, PIIB. “Indio’s platform lets our affiliates streamline an otherwise time-consuming process for clients and their service teams, enabling them to devote more time to address their complex risks.”

Facilitating Success and Sustainability

For nearly 25 years, PIIB has worked in close collaboration with its growing number of affiliates to build new carrier relationships, and adapt breakthrough services and solutions that enhance quality, improve efficiency, drive profitability and help facilitate success and sustainability, relates Michael Furlong, co-founder, and CEO, Indio. “We’re excited to team with PIIB to bring Indio’s platform to its affiliates,” he comments. “Indio’s software will allow PIIB affiliates to take their agencies into the digital age and provide their insureds a modern, digital customer experience.”

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