Feature:
Indio Technologies offers an integration with Applied Epic that helps your team keep the book of business in Indio up to date, client profiles up to date with all current information and also pull in policy level data to fill schedules in our Schedule Workbook feature.
Benefits:
Increase agency efficiency
Decrease keystrokes
Save your team time.
Check out the video below to see the functionality of the integration.
Have questions about the integration or have questions on how to set it up reach out to our support team to help. You can chat them live or email them at support@useindio.com