Using this feature will allow full access users within your organization to give access and permission for someone else to fill out an entire form or section of a form that your Insurance agent is requesting. This feature will allow the user to focus on only what is required of them. and not have to search for forms or sections
Check out this video below on how it works.
Still have questions? Please reach out to your insurance agent if you need further assistance with filling out your insurance applications or navigating within the platform
Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.