What is it?
The forms in Indio consist of carrier supplemental applications, questionnaires, proposals, broker of record letters, and more.
Benefits of the feature:
Attaching forms into submissions allows agents to easily send applications for their insureds to fill out from within their Indio portal. Digital forms will make the renewal process much easier for the insureds as they can complete and sign the applications electronically.
How to use the feature:
To access the forms library, click "Add Forms" on the client profile image below:
*Note: A submission must first be created in order to access the "Add Forms" button.
You may search for an application using the Search Bar at the top of the forms list. Note that forms can be searched either by its name or form number.
To add the form into the submission, click the checkbox to the left of the form name. When ready, click the "Add Forms" button at the bottom of the screen to proceed.
*Note: Multiple forms can be added into one submission. However, you cannot select the same form more than once in a submission. To do so, you must add the form in another submission.
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 firstname.lastname@example.org.
Note: The Indio Technologies platform is most optimized on browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.