Agency-Specific forms are built by the agency, rather than by an insurance carrier. With this in mind, there might be instances where you feel your form has been slightly altered, not adequately reflected within Indio, or perhaps reorganized a bit. Should you want to discuss making updates or changes to your proprietary form, here are some things to consider.
If you feel your form has been incorrectly digitized or you would like to discuss making changes to your form, please reach out to your dedicated Customer Success Manager, Implementation Manager, or the Indio Support Team. In most instances, it is best practice for our team to schedule a brief call with you to discuss your feedback, what is and isn't possible, and ultimately determine the next steps! Below is a summary of the different types of Agency-Specific form revisions and how Indio approaches each of these requests:
Updating question verbiage within Indio: If you feel Indio has materially misrepresented a question on your form, please reach out to either your Customer Success Manager, Implementation Manager, or the Indio Support Team. From there a member of our team would be more than happy to work directly with you and ultimately take notes to share with the Operations Team. Please remember that within Indio’s digital forms we strive to utilize existing fields in an effort to maximize the data mapping across forms.
Once the field in question has been reported to the Indio team, it will be reviewed; and if in agreement, the team will move forward with updating the field to a more appropriate one.
The Indio team may take up to one week to review the field in question, however, most issues are remedied within 48 hours.
Updating Field Type(s) (i.e. changing a field from text to currency): If you feel that Indio has misrepresented a question on your form by utilizing an incorrect field type, please reach out to either your Customer Success Manager, Implementation Manager, or the Indio Support Team.
Once the field in question has been reported to the Indio team, it will be reviewed; and if in agreement, the team will move forward with updating the field to a more appropriate one.
Please keep in mind that while we do understand you may want a certain field to reflect a certain field type, we are basing our fields off of aggregated data and industry standards.
EXAMPLE: You might want to utilize a text field to collect “Annual Revenues,” however, this is a field that Indio treats as a currency field-type and this is done for data-integrity purposes.
Additionally, the Indio team may take up to one week to review the field(s) in questions, however, most issues are remedied within 48 hours.
Replacing an existing PDF with a new one: If your agency is looking to update the PDF that Indio currently has on file for your form, please feel free to send a new version of the PDF directly to our Operations Team. Below are a few, common, reasons that an agency might want to replace/update the PDF being used from time to time:
Periodic form adjustments (i.e. adding or removing fields)
Cosmetic adjustments to the core PDF (i.e. updating logos, fonts, etc.)