Indio

About Indio
Indio is a cloud-based solution, designed to help commercial insurance agents, brokers and agencies digitize insurance application and renewal processes. It includes an activity tracking module, which sends alerts when clients sign-in, update information, sign forms or submit documents. Besides, its data standardization functionality allows users to import data from spreadsheets or supplemental forms and store them in structured formats.
Indio comes with digital forms, which automatically map common data points across multiple forms to avoid duplicates across questions. The solution offers a host of features including an application forms library, document sharing, file upload portal, eSignatures, shareable forms, one-click submissions, role-based access, and more. It allows businesses to secure data with AES-256 encryption and Secure Sockets Layer (SSL). Besides, it enables multiple departments to complete relevant sections and update information using a centralized dashboard.
A white-label platform, Indio lets managers create a personalized portal with logo, colors and themes. Plus, teams can customize forms by hiding individual sections to gather specific information from clients. It integrates with various agency management systems (AMS) and third-party applications such as Vertafore AMS360 and Salesforce.
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Reviews
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- Industry: Insurance
- Company size: 501–1,000 Employees
- Used Weekly for 1-5 months
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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.
- Industry: Insurance
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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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.
- Industry: Insurance
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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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

- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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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.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1+ year
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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.
Indio FAQs
Below are some frequently asked questions for Indio.Q. What type of pricing plans does Indio offer?
Indio offers the following pricing plans:
- Starting from: US$500.00
- Free Trial: Not Available
Contact Indio Technologies for pricing details.
Q. Who are the typical users of Indio?
Indio has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Indio support?
Indio supports the following languages:
English
Q. Does Indio support mobile devices?
Indio supports the following devices:
Q. What other apps does Indio integrate with?
Indio integrates with the following applications:
Clarity Wave, Salesforce Sales Cloud
Q. What level of support does Indio offer?
Indio offers the following support options:
Email/Help Desk, Phone Support, Chat
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