Indio

Indio Communications

Set up your profile, find your clients, and comprehensive training

The advantages/efficiencies of utilizing the Indio platform can bring to your insurance renewal.

Email template to help prepare your existing clients for the Indio portal.

How to set up your account before you dive in

Full training for Account Managers, Commercial Service Representatives, and Marketing Teams.

Personalize how you appear to your clients on Indio

Assign additional optional permissions to the ‘Standard Agent’ user type

Add a custom email signature to all your client emails from Indio

After setup, emails generated from Indio to be sent from your email address. The instructions below guide an individual user to enable it.

Find and access your clients with the Account List and view the history of client activities in Account Activity

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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