Indio

Indio has made improvements to how repeatables are displayed in the User Interface (UI)

Improve Repeatables UI 2.0

Indio allows agents to mark certain columns as required in workbooks sent to clients.

Let Indio manage the arduous task of gathering the data needed for a submission

A Quick How-To video on using the Documents Folder within a Customer Account and utilizing the Document Upload Request from a Submission

How to ensure basic information flows into the applications

This article explains how forms interact with each other in a submission and how to add an Entity to minimize the # of submissions created

How to upload an excel spreadsheet that contains policy level data into INDIO so that your insured can update the information in the portal

How to import policy level data from Epic into INDIO so that your insured can update the information in the portal

Leave a note for your insured to help them fill out a schedule

Send insureds the Indio portal link from within the Indio platform.

Turn on Smart Reminders and Indio will remind your clients when everything is due so you don't have to remember!

Easily assign contacts at your insured to forms and applications.

Attaching last year’s application is a great reference to help you and your client fill out the current application. Here's how we do it:

When your insured adds comments to the application, you can choose to download them in order to submit to the carrier.

View changes made on a form at any given point of time

Using Indio to make renewals an easy task for your insured

Easily pull information from workbooks into your forms

Indio allows the certificate holder list in CSR24 to be pulled into Indio as a schedule during the renewal process for review and updating.

Indio corrects exposure duplication in schedules when importing from multiple policies & allows agents to export individual schedule rows.