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Comprehensive Agent Training for Indio Technologies
Comprehensive Agent Training for Indio Technologies

Full training for Account Managers, Commercial Service Representatives, and Marketing Teams.

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Written by Indio Communications
Updated over a week ago

If you need training for your team, we offer live sessions in Applied University, under the Live Training Calendar, Indio Admin Training, Indio Epic Servicing Training, and Indio Producer Training links. Or you may use the links below to access the classes directly:

  • Indio Admin Training - During this session we will cover admin tools in Indio including setting up new users, running agent and client usage reports, setting up eSignature, schedule templates, and more!

  • Indio Epic Servicing Training - This session will explore Epic & Indio bi-directional integration to add accounts, create submissions, and update policies within Applied Epic. In addition, the process of sending submissions, using eSignature, and Indio client perspective.

  • Indio Producer Training - During this session we will cover an overview of Indio, profile & settings, creating and using Lead Capture pages, and the Indio client perspective.

  • Indio Epic Refresher Training – This class is for agents who have been through the main training and looking for a refresh on the workflows. This session will review using Epic and Indio bi-directional integration to create renewal submissions and update your policies within Epic. In addition, the process of sending submissions to clients, using eSignature tools, the Indio client perspective, and managing submissions/attachments will be covered.

  • Interactive Learning Tracs in the Applied University, Learning Catalogs, Service Team Workflows – Indio and Admin Workflows – Indio.

  • Indio Office Hours - Work with a Specialist in a public, drop-in session to address specific training questions as you learn, practice and apply Indio workflows

Need help with Admin features? Watch our Comprehensive Admin Training here.

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

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