What is it?

The “Copy Link to Client Portal” allows you to paste a link to any email from your Outlook, Gmail, or other email service provider

Benefits of the Feature:

This will save you time from having to type out your Agency’s Indio web address.

How to Use the Feature:

In order to send the insured a link to the client portal so they can login and complete the required documentation, you have two options. You can either use the "Send to Client" feature (more info here) or you can copy the link to Client Portal and send that in an email from your personal email account.

If you would rather send an email from your personal email account, select "Copy Link to Client Portal" as shown below and the link will be copied to your clipboard. You will just have to press "Ctrl + V" to paste it in an email to your client.

You can also copy the Client Portal link within Account Info. You can do this by clicking Edit.

After that, you can scroll down to Client Portal and press “Copy Link.” You can now paste this in your email.

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.