Indio Forms Library
Prior to submitting forms for digitization, please verify that the form is the most up-to-date version and that it doesn’t already exist in the Indio Forms Library.
Basic Form Requirements for Indio digitization:
The form/application must be in PDF format (we cannot accept Microsoft Word, Excel, etc.)
The form/application must be completely blank (i.e. no fields pre-filled).
The form/application must be a clean PDF and not something that has been scanned.
Form digitization requests can be accomplished via 3 different avenues:
Email the form(s) directly to our Operations Team at operations@useindio.com
Email the form(s) directly to your Customer Success Manager/Implementation Manager.
Send the form(s) over to our Support Team via email or chat.
Form digitization timelines:
Standard Requests: 10 – 14 Business Days.
Rush Requests: 7 – 10 Business Days.
*Forms exceeding 15 pages typically require 1-2 additional days of work
Form Request Types
Indio has the ability to digitize both carrier applications as well as proprietary forms that your agency has created.
The core focus of Indio's form library is Property & Casualty Insurance as it relates to both commercial and personal lines. This includes carrier applications, supplementals, ACORD forms, questionnaires, claims forms, and more.
In addition to the forms listed above, Indio is also equipped to handle
proprietary agency-specific forms. This includes prospecting forms, new client
intake questionnaires, renewal materials, or claims forms you've utilized
previously.
Indio currently supports both US and Canadian forms and plans to extend
into other countries in future years.
The Indio team supports the very latest versions of carrier forms, however,
upon agents' request or at the direction of carrier underwriting, we do have
the ability to digitize older form version(s) for your use.
At this time, Indio cannot accommodate non-insurance-related forms, such
as legal documents, tax, government, or financial forms. If you have any questions regarding a particular form please feel free to reach out to our support team!
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.