Feature:
Indio Technologies offers an integration with AMS 360 that helps your team keep the book of business in Indio up to date, client profiles up to date with all current information and also pull in policy level data to fill schedules in our Schedule Workbook feature.

Tier:
This can be on any tier but there is an additional cost associated with the feature at Indio and also AMS 360 if you do not have access to the VPN already. Please reach out to your Indio contact and AMS 360 rep. to get more information.  There are two parts to the integration the client sync that does not require the VPN and the full integration that will pull over policy level data for the schedules which you need the VPN for. 

Benefits: 

  1. Increase agency efficiency

  2. Decrease keystrokes 

  3. Save your team time.

Check out the video below to see the functionality of the integration.

Have questions about the integration or have questions on how to set it up reach out to our support team to help. You can chat them live or email them at support@useindio.com

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