Feature:
Indio Technologies offers an integration with Sagitta 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.

Tier:
​This can be on any tier but there is an additional cost associated with the feature at Indio.

Benefits: 

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