What is it?
The “Export to…” function allows you to update the current data in your AMS by the option to download a select number of schedules into a specific file type. Afterwards, it can be uploaded into your agency management system. For EPIC and AMS360 users, the file type is a .csv and Sagitta users will upload a .xml file. The column formats are based on the information given to us by Vertafore and Applied. Even though certain columns were not used and will be missing data, it is essential to have these columns in the file so that you can have a successful import.
Indio currently exports the following schedules:
Benefits of the Feature:
This feature will save you time from having to manually edit and input the new data back in your AMS.
How Does the Feature Work:
1. Click into Schedule Workbook from the Submissions page.
2. When the Schedules window opens, and all the workbooks appear, you have 2 options on how to use the “Export to…” Function.
3. The first option is to export all schedules from the above list at once. You can do this by following the image below:
4. From there, select the Export function and Indio will download the workbooks into a ZIP file. After you unzip them, the files will be in the compatible file type and format.
5. You will then be able to go to your AMS system and upload the file.
EPIC: Go to the Client > Policies > Select the Policy > Actions (or right click) > Import Risk > Click the + > Select Risk Type, Mapping File, Importing Options, File to Import > Process
AMS 360- Go to client > Policy >Import data schedules (top toolbar) > select Import File
The below is the Policy page. You can select Import data Schedules from the 2 icons highlighted in blue:
The below is the Import data Schedules screen. You must select a file for upload.
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 email@example.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.