Indio

Admin feature training, from adding team members to setting up templates.

Comprehensive Admin Training

Form Templates

Indio Communications

Abhishek Jain

Sadiqur Sakib

Set up your Brokerage, add your team, and set them up for success.

AGENT - Admins

Indio's Reports Dashboard presents information about agent and clients  activities within Indio.

Reports Dashboard (Admins Only)

A quick video overview of how to use the Agent & Client reports.

Reports Dashboard Video Tutorial

View detailed information around your agency’s marketing efforts when leveraging Indio’s Send to Market feature

Marketing Analytics Within the Agent Dashboard Report (Admin Only)

Data analytics for managing your agency's use of Indio

Submission Dashboard Charts

Data analytics for managing how long it takes to process submissions in Indio

Renewal Report

Email History Report

The Submission Reports dashboard now has some improved quality of life changes

Submission Reports enhancements

Reports

Better settings for your agency branding and agency preferences

Brokerage Profile for Admins

How to setup multiple languages for your agency/brokerage

Multi-Language Feature

Agency Profile

Adding your employees to Indio is easier than ever!

How to Add Internal Users (Employees)

Indio Team Users

Team Management

How to set up a Microsoft service account to enable Indio's email integration for your whole organization

Setting up a Microsoft Service Account for Email Integration

Get a high-level view of how Indio can streamline your workflow with integrations with Applied AMS360.

AMS360 Integrations with Indio

Read-only view of policies pulled from your AMS

Policy Headers

Setup and manage email integration for your entire organization in one place

Email Integration - Bulk Authentication for the entire organization

Indio now lets you selectively sync contacts between Indio and Epic, preventing unwanted overwrites and preserving customized data.

Select Individual Contacts to Import and Export with Epic

Integrations

Take advantage of Indio Sign documents that have already been built by your admin team

Creating E-Signature Templates (Video)

E-Signature Templates

Learn about creating and using reusable schedule templates

How to Use Schedule Templates

What are Schedule Groups?

Schedule Workbook Templates

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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