Indio

4.5 (230)
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Cloud-based solution for insurance application & renewal

Overall rating

4.5 /5
(230)
Value for Money
4.6/5
Features
4.3/5
Ease of Use
4.4/5
Customer Support
4.6/5

93%
recommended this app
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230 Reviews

Betsy (Elizabeth)
Betsy (Elizabeth)
Overall rating
  • Industry: Insurance
  • Company size: 501–1,000 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Excellent Product/Software

Reviewed on 2019/11/26

Pros

The ease of use, I can start a draft application and send to the client to finish.

Cons

It can be a little confusing at first. Definitely take advantage of the training tools.

Amy
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

So useful!

Reviewed on 2019/11/26

This program has streamlined my renewal process and allows my clients the freedom of completing...

This program has streamlined my renewal process and allows my clients the freedom of completing applications from anywhere! It is a crucial component in managing my clients.

Pros

It is easy for our clients to use. All of my clients are able to log in and work on applications or schedules with ease. I also like how we receive updates when clients are working in their accounts. It is also easy for the client to review prior years applications and use to help them complete the new application. I also like how I'm able to hide portions of applications that aren't applicable. I am looking forward to the easy renewal process Indio has, where the client uses the review mode to complete their renewal applications.

Cons

I would like to be able to make a table schedule in an application required for answering. I've also notices that the exporting of schedules, such as drivers, for AMS360, doesn't export into the proper template for import into AMS360.

Sue
Overall rating
  • Industry: Insurance
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Indio review

Reviewed on 2019/10/30

My experience with Indio has been good. Easy to use, love to have the documents stored year after...

My experience with Indio has been good. Easy to use, love to have the documents stored year after year, etc.

Pros

How easy it is to use once you are trained on it

Cons

Figuring out how to send and resend stuff. Nothing to do with the software really, probably user error

Travis
Travis
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Bringing insurance into the modern age

Reviewed on 2018/10/23

Pros

Indio makes gathering data for new and existing accounts fast and painless for all parties involved. My clients love being able to comment and ask questions on the app, and being able to sign and submit it to the agency without waiting on us to send something over for e-signature.

Cons

The only complaint I had has been fixed. There used to not be an option to email the app to the client directly from Indio, but that feature has been added.

Laura
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Insurance Game Changer

Reviewed on 2019/03/05

Overall experience has been phenomenal and more and more of our clients can't wait to sign up!

Overall experience has been phenomenal and more and more of our clients can't wait to sign up!

Pros

Very easy to use! Tons of Acords, Supplementals, and Questionnaires all digitized for easy read-through. Indio makes it super easy for clients to fill out these forms and for agents to navigate the forms. In our current digital age, it makes the process so simple to email to clients and team members while keeping everything documented.

Cons

Integration with AMS360 would be REALLY nice, as this is the system our Affiliates work in.

Karol
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Ease of use

Reviewed on 2019/10/01

Pros

Indio is very easy for my insured's to use. Especially on renewals. They just update and return. No entire applications to complete. Also the E-signature portion is a lifesaver. Had an insured sign while they were on the road to another appointment.

Cons

Getting started with Indio was a bit confusing, but once we got used to it got easier to use.

Steve
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Indio is solid!

Reviewed on 2019/08/27

Glad we are using it.

Glad we are using it.

Pros

Like the ease of it, being able to do it all paperless and works well for clients too.

Cons

Will say sometimes the way they break down the applications into sections doesn't always follow exactly with the actual PDF application, so it can be occasionally confusing if looking at the app and matching it exactly. Not that any questions are withheld, but that it can on occasion be confusing since the questions don't always go exactly like the paper application does.

Angela
Overall rating
  • Industry: Insurance
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Indio is a great Software to use with great customer service

Reviewed on 2020/09/24

Our client services are easier by using this software and more innovative

Our client services are easier by using this software and more innovative

Pros

Easy to use and integrates with Epic. It helps us review the current way we are doing things to make it an easier more efficient process.

Cons

Some features are not available yet but they are always coming out with updates and will eventually be available if requested.

Verified Reviewer
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent Tool

Reviewed on 2018/12/18

I am still fairly new to the software, but it is preventing the repetitiveness of filling out...

I am still fairly new to the software, but it is preventing the repetitiveness of filling out Acords and supplements, which allows us to get accounts to market much faster.

Pros

The biggest Pro is the overall streamlining of our information gathering and renewal process

Cons

The only downfall so far is the inability to create templates that can be assigned to clients

Verified Reviewer
Overall rating
  • Industry: Insurance
  • Company size: 201–500 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 7.0 /10

Indio

Reviewed on 2019/11/26

I wish there was more functionality for personal insurance. Also, I don't like that it's not...

I wish there was more functionality for personal insurance. Also, I don't like that it's not compatible with Internet Explorer and we have to use Firefox as IE is our main service

Pros

E signature is only thing we use it for personal insurance

Cons

It was not designed to be useful for personal insurance

victor
Overall rating
  • Industry: Broadcast Media
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Indio is a true partner in the agency;

Reviewed on 2021/08/22

I will highly recommend it all to my friends too Indio. it has made my procedure so much easier.

I will highly recommend it all to my friends too Indio. it has made my procedure so much easier.

Pros

the tool itself is revolutionary in its approach to renewal, and its support staff is always eager to assist and receptive to fresh product improvement ideas.

Cons

there isn't anything about the product that I don't enjoy.

Paige
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Great product, but learning curve present...

Reviewed on 2019/07/02

It has been nice to have all applications in one place. The notifications when items are accessed...

It has been nice to have all applications in one place. The notifications when items are accessed and signed are also nice. I don't like the length of time it takes to update supplemental applications when they're not already digitized into the system. I submitted some almost a month ago and they're still not completed for me to be able to use. Also, the navigation throughout the system and between clients is not easy. While it does pull from our AMS, it doesn't put back into it. This capability is lacking, almost making twice the work for us. The training we received was bird's eye view, so it would be better to have a more comprehensive look at the system with screenshots for the capabilities we are planning to use in our day-to-day operations.

Pros

The availability of the supplemental applications being accessible is nice.

Cons

The waiting period to add supplemental applications is longer than stated. Also, the capabilities of updating information is not necessarily autonomous with what you would think to do.

Ashley
Overall rating
  • Industry: Insurance
  • Company size: 501–1,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Insurance No Brainer!

Reviewed on 2020/02/18

There is a benefit to having applications loaded into Indio for the purpose of forcing the client...

There is a benefit to having applications loaded into Indio for the purpose of forcing the client review information. If they dont answer a question, they simply cannot just move on. Cus back on time spent following up for information and ensures usage of the most up to date exposures.

Pros

I love how easy it is for clients to use! (Even people who arent tech savvy.) The hyperlink makes sending apps a breeze.

Cons

The turn around time for adding in the applications is a little slower than I hoped for, but I understand it takes time.

Heidi
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Helpful

Reviewed on 2020/02/18

The service and support team has been outstanding. Always willing to help. Applications that...

The service and support team has been outstanding. Always willing to help. Applications that need to be created in the system has been a quick process.

Pros

We are receiving renewal applications back faster. We are spending less time renewing surplus lines clients.

Cons

I would like to be able to electronically sign the agents name on applications without having to download the application and upload into document signing system

Tim
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Poor Customer Support

Reviewed on 2020/12/16

The poor service does not make us want to keep the product, may look for another solution

The poor service does not make us want to keep the product, may look for another solution

Pros

Ability to have numerous supplemental applications online and remind clients of due dates

Cons

Poor customer support, you will not find a customer support line on their site and when you email request their turn around time is terrible. Another example of tech companies ignoring their customers

Dan
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 7.0 /10

Almost very good

Reviewed on 2019/11/26

Pros

E-sign is very easy. I never have issues when creating a new client. Like anything, the first few times are the hardest, but after that it is very handy.

Cons

searching clients that are already in the program. difficult to find or search, could be compatibility issues with internet explorer as well.

Katie
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Love Indio So Much!

Reviewed on 2019/08/27

Pros

I love the ability to send an application to a client that is tailored to their organization. It is great to be able to make certain questions required.

Cons

I'm not a huge fan of the one time password for clients. I understand the security benefit, but it does hinder the ease of use.

Kimberly
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Thank you for making our job easier!

Reviewed on 2019/11/26

Great response time when we ask questions. Love this system! Thanks!

Great response time when we ask questions. Love this system! Thanks!

Pros

Hearing how much our clients love our more efficient way of collecting data!

Cons

Only the hiccups of waiting for apps to be entered. If we plan ahead, typically not an issue though and speed to enter has increased some.

Kaiden
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Review of Indio

Reviewed on 2019/11/26

Pros

I like the ease of sending new applications to our clients, and how we receive progress notifications every step of the way. We have gotten some great response from our clients as well.

Cons

I don't currently have anything negative to say about the software.

Kacie
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Indio Initial Setup

Reviewed on 2019/11/26

We had our initial onboarding call last week with [SENSITIVE CONTENT HIDDEN], and they were...

We had our initial onboarding call last week with [SENSITIVE CONTENT HIDDEN], and they were absolutely wonderful. They thoroughly explained things from both the agent and insured perspective, and I left the call feeling fully prepared to jump in and start utilizing the software with out clients immediately. So far, I have nothing but amazing things to say about Indio.

Pros

The user-friendliness and overall organization of this software is the best feature. Implementing Indio is going to save our team so much time on a day-to-day basis, and in our industry, time is priceless.

Cons

I don't have anything negative to report about the software at this time.

Krista
Overall rating
  • Industry: Insurance
  • Company size: 501–1,000 Employees
  • Used for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

Information in EPIC

Reviewed on 2019/07/02

From what I have been able to do, it has been good. I am really looking forward to being able to...

From what I have been able to do, it has been good. I am really looking forward to being able to use it more when all the apps are loaded.

Pros

The idea of this program is great, the ease of apps being able to share information will make a step in our process more efficient and effective. This will allow information to be more streamlined across the board.

Cons

It was a rough start due to the apps that we needed most were not loaded. I have yet to use the program fully due to not being able to send a completed request to my insured.
I do wish there was more information that could be pulled into Indio from Epic. The initial manual entry to very time consuming and takes away from the concept of the program, especially since the information is already in EPIC or in a spreadsheet. If there is away to get this accomplished, it would make Indio so much more appealing. Maybe give the user the option of how much information they want to be pulled from EPIC.

Perian
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Ease of Use. We regularly use Indio for electronic signature for all PL documentation

Reviewed on 2019/11/26

Indio required minimal training so we were able to be up and running very quickly. Would like more...

Indio required minimal training so we were able to be up and running very quickly. Would like more PL specific training videos for other capabilities that we may not be aware of.

Pros

Easy of use for both the agency and the consumer

Cons

We would like to have Indio connected with our management system so we would not have to create 2 separate client accounts. We would also like to know about any additional functionality specifically tailored for PL use. Would also like to use the same email address for multiple family members.

Jen
Overall rating
  • Industry: Insurance
  • Company size: 10,000+ Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Indio Streamlining my Workflow

Reviewed on 2019/11/01

The Customer Service is great! The Applications are clean and precise and very presentable. ...

The Customer Service is great! The Applications are clean and precise and very presentable. Overall, this is a wonderful product to help us prepare for our Account Renewals.

Pros

In the Transportation Insurance Business, I have to complete MULTIPLE Applications for each of my Account Renewals. Usually a different Application for each Market that we approach. Indio helps to prefill much of the Account Information on each individual Application saving me time and energy.

Cons

I wish that the load time for each page was quicker. The system processes information slowly.

Shawna
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great Product

Reviewed on 2020/02/18

Pros

I like the Esignsature function, and that apps come righ back to us.

Cons

I feel it's too much like a phone app. I don't find everything the easiest but overall, its a great product. it wouldbe nicer if it integrated with our systems without incurring an additional fee, becuase it slows us down when mgmt doesn't want to pay anymore then they already are.

Jake
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Easy to Use

Reviewed on 2020/02/20

Been a game changer in our service model as we are attempting to make life easier for our clients.

Been a game changer in our service model as we are attempting to make life easier for our clients.

Pros

I really like how easy it is to set up a new account, load the forms needed and send out to clients. Very intuitive.

Cons

It can take a bit of time to get new forms loaded, but this seems to be a less of an issue everyday as they are constantly being updated.