What is it?

The “Copy Link to Submission” allows you to paste a link to any email from your Outlook, Gmail, or other email service provider along with the option to update the data collection

status as 'Sent to Client' and enable smart reminders for insureds when the link is shared instead of the "Send to Client" feature (more info here).

Benefits of the Feature:

This will save you time from having to type out your Agency’s Indio web address, help track appropriate status for reporting and smart reminders will help you save time and effort from having to write follow-up emails to your clients to request the completed applications.

How to Use the Feature:

In order to send the insured a link to a submission so they can log in and complete the required documentation, you can either use the "Send to Client" feature (more info here), you can copy the link to Client Portal when in the submissions overview or can copy the link to a submission when working on a submission and send that in an email from your personal email account (new).

Copy Link to Submission:

Optionally set Status as 'Sent to Client' when sharing a link to a Submission with insureds:

Optionally enable smart reminders when sharing a link to a Submission with insureds:

To learn more about smart reminders, check out this article: Smart Reminders Brokerage Profile for Admins.

Copy Link to Submission from the submissions list:

Copy Link to Submission from the submissions overview:

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.