Indio Technologies Inc.
Modernizing the insurance application and renewal process for commercial and personal lines agencies
Overview
Indio Technologies is a digital forms and workflow platform that modernizes the insurance application and renewal process for commercial and personal lines agencies and brokerages. Founded in 2016 by Mike Furlong, Adam Bratt, and Matt Watson, Indio transforms traditional PDF forms and spreadsheets into a TurboTax-like collaborative experience that reduces errors, shortens turnaround times, and minimizes E&O exposure.
The company was acquired by Applied Systems on December 5, 2019, accelerating the digitization of commercial insurance application and renewal processes across the broader Applied Systems ecosystem. Prior to the acquisition, Indio had raised USD 30.1M across multiple rounds. Today, Indio operates as a core product line within Applied Systems, Inc., the world's largest provider of insurance agency and brokerage management systems.
Products & Services
Indio Digital Application Platform
A cloud-based forms and workflow platform for insurance applications and renewals. Designed to replace PDF-based processes and manual data collection with a structured, collaborative digital experience.
Key Features
- Digital form workflows replacing PDF and spreadsheet processes
- Collaborative data-gathering with clients and staff
- Supplemental application delivery and tracking
- Data unification across clients, staff, and submissions
- E&O exposure reduction through standardized workflows
- API integrations with Applied Systems products (Applied Epic)
- Reduces supplemental application response time from 3-4 weeks to 3-4 days
- Cuts renewal timelines by approximately 50%
- Streamlines staff focus from administrative work to expertise-based services
Target Users: Commercial and personal lines insurance agencies and brokerages
At a Glance
- Founded
- 2016
- Headquarters
- San Francisco, CA, USA
- Employees
- 51-200
- Funding
- Acquired
Category & Focus
- Category
- Document Management
- Subcategories
- Digital forms Workflow automation Renewal management
- Insurance Verticals
- P&C Commercial P&C Personal
- Target Customers
- Agents/Agencies, Brokers
Customers
- Bouchard Insurance
- Gregory & Appel Insurance
- Parker, Smith & Feek, Inc.
- ABD Insurance
- Vantreo
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Last updated: 2026-06-03