Important: By activating Indio Email Integration, you acknowledge and agree that Indio utilizes the services of a third-party software provider to perform the services and, in doing so, data may be transmitted within and outside of the United States.

IMPORTANT: If you set up your email integration before 10/31/24 then you must remove and re-add the email integration in your profile before 12/31/24. Otherwise Indio's email integration will stop working on 12/31/24 and emails will be sent from noreply@notifications.useindio.com .

Indio’s email integration with Microsoft Office 365 and Gmail enables outgoing emails from agents to insureds from within the Indio platform to be delivered from the agent’s business email address rather than norereply@notifications.useindio.com. When agents leverage the Indio email integration, all outgoing emails including smart reminder emails to insureds will also appear in the agent’s “Sent” folder located in their email client.

Indio's email integration only needs to be setup once and can be removed at any time.

Please use the steps outlined below to setup your email integration.

1. Login to Indio

2. Click on the circle with your initials in the upper-right hand corner of Indio and click My Profile & Settings

3. Click on the tab labeled Profile Settings

4. Click the blue button labeled Add Email Integration

5. If you see any warning about "You may lose unsaved work" you can ignore it and continue

6. Choose to "Continue with Microsoft" or "Continue with Google" depending on your email provider

7. After successfully enabling the integration, you will see the status of your integration along with your email address shown under Profile Settings -> Email Integration section

8. The following emails to your insureds will now be sent from your business email address:

No, the email addresses can be different. Indio will send the mail via your email provider and messages will come from that email address.

Indio requires access to:

You may see the word 'unverified' underneath Indio Production, which is the name of our application, but this is the real Applied Systems Indio. Microsoft manages a separate elaborate verified vendor program that Indio does not participate because it provides little benefit and is very costly.

This warning occurs when your Microsoft user does not have the authority to grant Indio the permissions that it needs to send emails on your behalf. Please reach out to your agency's email admin, and also make sure that they have set up the Microsoft Admin Consent Flow to allow employees to request additional permissions.

This warning occurs when your Microsoft admin has chosen to require you to provide a reason for requesting these permissions before they are granted. You should enter a justification like "Permission needed for Indio email integration so Indio-generated emails are sent from my email address"

Depending on your agency's settings within Microsoft, you may be immediately granted access after providing a justification, or that justification may have to be reviewed by an admin before they grant the necessary permissions.

For the email integration to function your email needs need to be hosted (such as through Microsoft 365) instead of on-prem. Unfortunately on-prem does not meet the minimum requirements.

You may see the a warning that this applications isn't verified but this is the real Applied Systems Indio. Google manages a separate elaborate verified vendor program that Indio does not participate because it provides little benefit and is very costly. To get through the below screen, click on "Advanced", and then "Go to nylas.com (unsafe)". Nylas is a service provider that Indio uses as part of this feature

Still have questions? Feel free to chat with our Support Team! The chat feature is located in the bottom, right-hand corner of the platform or email at support@useindio.com.