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Easier insurance process. Videos & How-Tos
AGENT - Getting Started
Set up your profile, find your clients, and comprehensive training
AGENT - Admins
Set up your Brokerage, add your team, and set them up for success.
AGENT - Account Features
Submissions, E-Signature, Managing Accounts & more!
AGENT - Forms
All about the Form Library and Lead Capture features in Indio
INDIO Form Building
This is a comprehensive guide on how to request forms to be digitized, build your own agency forms, and how forms communicate with schedule workbooks
AGENT - Applied Integrations
All About the Integrations Indio has with Applied Products
AGENT - Vertafore Integrations
All about AMS360 and Sagitta!
AGENT - FAQ
Troubleshooting for Frequently Asked Questions from AGENTS like you
Applied Additional Resources
As an Applied customer, you have access to many additional resources to help you learn and gain additional knowledge . Please check out the resources below!