Why did we enable this feature?
Previously, Indio did not allow agents to mark columns/fields as required in workbooks. This often led to incomplete information from clients, requiring the agent to follow up on the missing information in order to be able to provide the client with a quote.
Benefits of the Feature
By allowing agents to mark certain columns as required in workbooks sent to clients, they can now get complete information from clients in order to provide an insurance quote.
How Does the Feature Work?
Required Column: Agent View
The agent selects the dropdown menu from the column they want to make required and selects the "Mark Column as Required" option from the dropdown list.
When a column is marked required an agent can’t hide or lock that column in the schedule.
Required Column: Client View
The client will see the word Required above the title of a column that is required.
If the client leaves any empty cells in a required column, the client will get an error message that outlines the issues. The columns and cells that need attention are highlighted with a red border.
Frequently Asked Questions (FAQs):
Q: If an Admin Agent creates a schedule template, and makes a column in the schedule required will other agents using the template be able to override the required column?
A: Yes, they will be able to undo the required column if needed.
Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com.
Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.