Indio Help Center

Insured Resources

Easier insurance process. Videos & How-Tos

7 articles in this collection
Written by Indio Communications and Stephen So

AGENT - Getting Started

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

9 articles in this collection
Written by Indio Communications

AGENT - Admins

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

14 articles in this collection
Written by Indio Communications

AGENT - Account Features

Submissions, E-Signature, Managing Accounts & more!

32 articles in this collection
Written by Stephen So, Indio Communications, Chet Amborn and 1 other

AGENT - Forms

All about the Form Library and Lead Capture features in Indio

8 articles in this collection
Written by Indio Communications, Stephen So, and Jamie Taylor

AGENT - Applied Integrations

All About the Integrations Indio has with Applied Products

21 articles in this collection
Written by Indio Communications and Jamie Taylor

AGENT - Vertafore Integrations

All about AMS360 and Sagitta!

7 articles in this collection
Written by Adam Bratt, Indio Communications, and Stephen So

What's New?

Stay up-to-date with Indio's latest releases, including on-demand webinars

4 articles in this collection
Written by Chet Amborn and Indio Communications

AGENT - FAQ

Troubleshooting for Frequently Asked Questions from AGENTS like you

19 articles in this collection
Written by Indio Communications, Stephen So, Jamie Taylor and 1 other

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

10 articles in this collection
Written by Stephen So