What is it?
Within the Reports tab and Agent Reports section, lives detailed information around your agency’s Indio marketing efforts that can be leveraged for internal workflow reviews to carrier negotiations.
Benefits of the Feature:
Compare initial marketing email dates with submission effective dates
Transparency around marketing efforts by line of business, carrier, status (e.g. Quoted, Declined, etc.), marketing agent, and more
Customize the report’s date range to review marketing efforts from the last thirty days, last quarter, all time, etc.
Downloadable report to easily modify and share with teams
How to Use the Feature:
1. If you’re an Admin-level user, navigate to the Reports tab along the top header bar and select Agent Reports
2. Once you see “Agent Dashboard” scroll to the bottom of the screen until you see the tiles Weekly Send to Market Submissions and Submissions Sent - Click Number for Details
3. Click on the number within Submissions Sent - Click Number for Details
4. A screen will then launch containing a breakdown of your agency’s Indio Send-to-Market efforts by Line of Business. Click on Download Results to select the file type/format that works best for you.
The Marketing Analytics report will include:
Carrier Name
Send to Market - Send Date
Submission - Effective Date
Client Name
Submission Name
Underwriter Email(s)
Agent’s Full Name
Agent’s Email Address
Line(s) of Business
Click here to learn more about Indio's Send to Market 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.
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.