How does the integration work? 

The Web Services API is used to pull updated clients, any assigned agency employees, and the client contacts into Indio from your AMS. If you're using our policy data import we'll also use this API to pull the list of policies on your account.

1. Set up your Web Services ID with these instructions 

  • Open the Web Services API Setup: Click -> Administration -> Web Service API Setup

  • Click New

2. Use the following information to create the Indio Account.

  • Web Service Application: Custom

  • WSAPI Login ID: indio

  • Password Parameters include:

    • Must be at least 6 characters in length

    • Maximum length allowed is 30 characters

    • Passwords are case sensitive

    • Must be alphanumeric characters only

    • Must include at least one numeric character

    • Must include at least one upper-case character

    • Must include at least one lowercase character

  • Data Security Based On: Specific Employee.

  • Select an employee who has the ability to retrieve information from everyone you would like included in Indio. Basically just select a master/admin account

  • Entity Access - Check all of the below listed entities:

(1) Customer (Retrieve, Insert)
(2) Employee (Retrieve)
(3) CustomerContact (Retrieve, Insert)
(4) GLDivision (Retrieve)
(5) GLDepartment (Retrieve)
(6) GLBranch (Retrieve)

  • Save

After this is set, we'll need you to send us your Agency ID from AMS360 to finalize the setup.

3. AMS360 Notifications

The AMS360 Notification API is used to keep your AMS360 account in sync with Indio whenever a change is made or a new client is added in your AMS.

For this you'll want to go to "Notification Service Setup" in the Administration menu in AMS360

  • Use "Indio notification " as theclient name

  • Add a recipient with the following:

  • Recipient Name: Indio

  • Destination Address: https://yourbrokerage.useindio.com/api/ams360-notification/ (Replace "yourbrokerage" with your Indio subdomain)

  • Authentication Code: {Provided by your Indio customer success contact}

  • Set Delivery Status to On

  • Check all the boxes for: Company, Customer, Policy, and Line of Business

4. After you do steps 1 through 3 please send your Indio contact the following information: 

  • The filters that you want to use: Personal or commercial // Branch code // Department and Division

  • Also please send your Agency ID 

Still have questions?  Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com

Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.

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