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
Pricing options
Contact Indio Technologies for pricing details.
Indio Features
Media
Indio Reviews
Indio Reviews
Very helpful tool
As a new user I love that its helped us be more effective in collecting electronic signatures
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.
Indio is a great Software to use with great customer service
Our client services are easier by using this software and more innovative
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.
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.
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Very helpful tool
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
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.
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.
Indio is a great Software to use with great customer service
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.
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.
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.
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.
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.
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Indio Pricing
Indio Pricing
Contact Indio Technologies for pricing details.
Contact Indio Technologies for pricing details.
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Indio Features
Indio Features
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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
As a new user I love that its helped us be more effective in collecting electronic signatures