Indio

Allow your clients to seamlessly navigate from CSR24 to Indio

Indio Integration with CSR24

Indio Communications

Jamie Taylor

All About the Integrations Indio has with Applied Products

AGENT - Applied Integrations

Learn About the Indio and Applied Epic Bi-Directional Integration

Indio Export Schedules Feature

How to Sync Account and Contact Information to Indio From Applied Epic

How to Sync Account and Contact From Indio to Applied Epic

Import Epic ACORD data, even on your very first submission

How to Create a Submission with Epic Bi-Directional Integration

Submission renewal just got more automated

How to Renew a Submission with Epic Bi-Directional Integration

Send to Market submissions now create an automatic activity in Epic

Pushing Marketing Activities to Epic

Push Indio Documents into your Epic account

Export of Attachments to Epic

Import and Export in existing Indio Submissions

How to Import and Export ACORD Forms Between Indio and Applied Epic

How to Import and Export Schedule Workbook Data Between Indio and Applied Epic

Video tutorial & how-to instructions for "Export to Epic" errors

Partial Exports: How to fix an Export Error

Indio and Epic Bi-Directional Integration  

This article is for customers with access to the Applied Epic and Indio Integration

How to Auto Import Account and Policy Headers From Applied Epic Into Indio

See first hand how the Applied Epic Integration works in Indio

One Directional Applied Epic Integration

Let Indio do the work of keeping your client list up to date and filling schedules within the platform.

How To Be More Efficient  
By Utilizing Indio’s  
Applied Epic integration

You can now access Indio right from Epic from several areas or a few clicks

Accessing Indio From Epic

Accessing Indio from Applied Epic for Salesforce (AESF)

Access Indio From Epic

Streamline your data collection & marketing efforts

Learn about your Policy Works Integration

Set up instructions for the Policy Works Administrator

Enable Your Policy Works Integration

Sync your risk data for easier marketing & client management

Importing & Exporting from Policy Works

Policy Works Integration

Find answers and get help from Intercom Support and Community Experts

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