Indio

Cloud-based solution for insurance application & renewal

4,6 /5 (225 reviews) Write a Review!

Indio Overview

What is 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.

Indio Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Indio Technologies for pricing details.


Indio Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Indio online forms screenshot
Indio schedule workbook screenshot
Indio add comment screenshot
Indio eSignature screenshot
Indio form customization screenshot
Indio form sharing screenshot
Indio screenshot: Indio online forms screenshot Indio screenshot: Indio schedule workbook screenshot Indio screenshot: Indio add comment screenshot Indio screenshot: Indio eSignature screenshot Indio screenshot: Indio form customization screenshot Indio screenshot: Indio form sharing screenshot

Indio Reviews

Indio Reviews

Overall rating
4,6
/
5
Excellent
140

Very good
70

Average
14

Poor
1

Terrible
0

Value for Money
4,6
Features
4,3
Ease of Use
4,4
Customer Support
4,7
93% recommended this app
Jesse G.

Very helpful tool

As a new user I love that its helped us be more effective in collecting electronic signatures


Wendy V.

High hopes for this software and our agency

The Indio product should definitely help us to be more sufficient and consistent on our New Business and Renewal process. I have only been testing Indio for about 2 months and we are getting ready to go "live" with the rest of the agency in the next couple of week. I think once we get through this first year, it will greatly help our agency grow and be able to handle the additional volume.


Angela K.

Indio is a great Software to use with great customer service

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


Beverly G.

Using Indio for over a year now and I feel it is a very useful tool for most applications

My overall experience has been good. I wish when you add a user not included on the AMS 360 side it would stay in the system . But once someone syncs it removes them. But I feel this is the best product on the market and it will get better if they listen to the users.


Lisa F.

Indio your one stop shop!

Indio takes care of my clients needs. If I need a quick signature to sending documents, Indio is your one stop shop.


Jesse G.
Industry: Insurance
Company size: 11-50 Employees

Very helpful tool

Used Daily for 1-5 months
Reviewed on 2019/11/26
Review Source: Capterra

As a new user I love that its helped us be more effective in collecting electronic signatures

Pros

I liked that it makes getting e-signatures on documents very easy

Cons

It can take a couple of times to get used to using it and where to locate certain templates

Rating breakdown

Ease of Use

Likelihood to recommend: 10.0/10

Wendy V.
Industry: Insurance
Company size: 51-200 Employees

High hopes for this software and our agency

Used Daily for 1-5 months
Reviewed on 2019/07/30
Review Source: Capterra

The Indio product should definitely help us to be more sufficient and consistent on our New Business and Renewal process. I have only been testing Indio for about 2 months and we are getting ready to go "live" with the rest of the agency in the next couple of week. I think once we get through this first year, it will greatly help our agency grow and be able to handle the additional volume.

Pros

We loved all of the applications they already had in the repository, the automatic follow ups to the client for information, almost fully customizable for our agencies needs. Indio is very open to suggestions on things to add/improve.

Cons

The mapping between the applications, some things are not clear cut matches for the same question, just worded differently on the different applications. We are working with Indio to resolve some of these issues.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Angela K.
Industry: Insurance
Company size: 201-500 Employees

Indio is a great Software to use with great customer service

Used Daily for 2+ years
Reviewed on 2020/09/24
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Beverly G.
Industry: Insurance
Company size: 51-200 Employees

Using Indio for over a year now and I feel it is a very useful tool for most applications

Used Weekly for 1+ year
Reviewed on 2019/10/01
Review Source: Capterra

My overall experience has been good. I wish when you add a user not included on the AMS 360 side it would stay in the system . But once someone syncs it removes them. But I feel this is the best product on the market and it will get better if they listen to the users.

Pros

I like that it can be pre filled and used the year after year. Most of the applications are already in their library which makes it useful.

Cons

I wish we could upload pdf or word documents that are not in the library immediately in lieu of having to wait for customer service to upload them. I do not like the excel format documents at all. The documents should be user friendly and shared between the insured and agent easier on the document side to update driver schedule, SOVs, etc. Also the accord forms should be user friendly and provide guidance as you fill them out.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Lisa F.
Industry: Insurance
Company size: 201-500 Employees

Indio your one stop shop!

Used Daily for 6-12 months
Reviewed on 2019/10/29
Review Source: Capterra

Indio takes care of my clients needs. If I need a quick signature to sending documents, Indio is your one stop shop.

Pros

Indio is the way of the Future. The Software is easy to use, very compatible, and a way of the Future. I Love how Indio keeps you updated on status of work. You get reminder emails of whats going on.

Cons

I really haven't found any Cons at this time.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,7/10
Based on 225 user ratings
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Indio Pricing

Indio Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Indio Technologies for pricing details.

Contact Indio Technologies for pricing details.

Value for Money
4,6/5
Based on 225 user ratings
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Indio Features

Indio Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4,3/5
Based on 225 user ratings
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Categories

Additional information for Indio

Additional information for Indio

Key features of Indio

  • Contact Management
  • Document Management

Indio FAQs

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:

Pricing model: Subscription

Free Trial: Not Available

Contact Indio Technologies for pricing details.

Q. What are the main features of Indio?

Indio offers the following features:

  • Contact Management
  • Document Management

Q. Who are the typical users of Indio?

Indio has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Indio support?

Indio supports the following languages:

English

Q. What type of pricing plans does Indio offer?

Indio has the following pricing plans:

Subscription

Q. Does Indio support mobile devices?

We do not have any information about what devices Indio supports

Q. What other apps does Indio integrate with?

Indio integrates with the following applications:

EPIC, Salesforce Sales Cloud

Q. What level of support does Indio offer?

Indio offers the following support options:

Phone Support, Online Support