Indio

Located inside your new or renewed submission, the Data Collection tab houses all the schedules, exposures, supplementals, and digitized agency forms required to quote coverage for your client.

As Indio expands offerings to our agents, Data Collection allows a cleaner, more organized view of what is needed for a specific line of business or package renewal.

Easily manage viewing permissions, multiple documents, and prep for marketing, in a focused window just for that submission.

Once you have <a href="http://help.useindio.com/en/articles/2677390-how-to-create-a-submission-in-indio">created your new submission</a> or <a href="http://help.useindio.com/en/articles/3553632-renew-a-submission-feature-how-to">renewed a submission</a>, you are ready to start collecting data.

<a href="http://help.useindio.com/en/articles/2143244-how-to-add-and-select-forms">Add forms to your submission</a>

<a href="http://help.useindio.com/en/articles/2098512-create-a-schedule-workbook-how-to">Add workbooks to your submission</a>

<a href="http://help.useindio.com/en/articles/3327040-how-to-use-e-signature">Add e-signature requests to your submission</a>

<a href="http://help.useindio.com/en/articles/6027677-document-upload-requests">Add document upload requests to your submission</a>

<a href="http://help.useindio.com/en/articles/6116853-document-review-requests">Add document review requests to your submission</a>

<a href="https://help.useindio.com/en/collections/1890275-agent-account-features#data-collection" rel="nofollow noopener noreferrer" target="_blank">Explore other tips, tricks, and features to get the most out of Data Collection</a>

1. <a href="http://help.useindio.com/en/articles/2143244-how-to-add-and-select-forms">Add forms to your submission</a>
2. <a href="http://help.useindio.com/en/articles/2098512-create-a-schedule-workbook-how-to">Add workbooks to your submission</a>
3. <a href="http://help.useindio.com/en/articles/3327040-how-to-use-e-signature">Add e-signature requests to your submission</a>
4. <a href="http://help.useindio.com/en/articles/6027677-document-upload-requests">Add document upload requests to your submission</a>
5. <a href="http://help.useindio.com/en/articles/6116853-document-review-requests">Add document review requests to your submission</a>
6. <a href="https://help.useindio.com/en/collections/1890275-agent-account-features#data-collection" rel="nofollow noopener noreferrer" target="_blank">Explore other tips, tricks, and features to get the most out of Data Collection</a>

Under the Actions menu, you can edit, download, send, renew and more. You can also edit the Access &amp; Visibility (editable, hidden, locked) for the submission.

Remember that only submission information in the Data Collection tab will show to your clients. If your agency utilizes the Marketing Tracker, this will never show to the client.

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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 <a href="mailto:support@useindio.com" rel="nofollow noopener noreferrer" target="_blank">support@useindio.com</a>.

Note: The Indio Technologies platform is most optimized for Microsoft Edge, Google Chrome, or Mozilla Firefox internet browsers. If you use Internet Explorer (IE) 10 or less, there may be limited functionality as a result. Internet Explorer (IE) 10 will reach end of support on January 31, 2020.