Indio Technologies helps insurance agencies and their clients streamline the insurance application process. Indio has created an online, secure, platform that combines all of the different functions of a typical insurance renewal onto one platform. Below are some of the advantages and efficiencies that utilizing the Indio platform can bring to your insurance renewal:

Benefits of Indio’s Online Portal:

Having an online portal allows you to access / work on your insurance forms wherever and whenever you need them. Given that Indio is a web-based platform you are able to access your insurance portal from anywhere that you have a Wi-Fi connection. The URL that you are using to access your profile is unique to your business and will not change so please go ahead and bookmark this so that you can always login when needed. 

Benefits of Indio’s Smart Mapping Applications:

All data entered within the Indio platform will "smart map" between forms, so you don't have to enter data multiple times! (i.e. if you put your business name on one application Indio will go ahead and transpose that information onto all of your other forms)
Year over year, the Indio platform will pull data from your prior year’s applications and smart map this data into the current year’s renewal so that you will not need to re-answer questions, ever!

Benefits of Indio’s Secure Document Sharing Tool:

The Indio portal has a "Documents" tab which allows you to upload and download documents as needed. All documents that are exchanged using Indio are done so in a bank-grade encrypted environment and run through an anti-virus software to ensure that nothing malicious is being sent. This is a great tool for keeping track of your policies, binders, and any other insurance related documents that you may need throughout the course of the year. 

Benefits of Indio’s ‘Assign User’ Tool:

Using Indio allows you to assign applications, forms, or even sections within applications to specific points of contact within your organization - In turn, reducing the need to print, scan, or even sign (with wet signature) forms offline.

Benefits of IndioSign (Indio’s E-Signature Solution):

Indio allows you to sign all of your applications and forms within the Indio platform using their proprietary e-signature solution, IndioSign. IndioSign is a fully vetted solution and if you are interested in reading up on the legality of the E-signature tool, take a look at this link.

Benefits of Indio’s Bank-Grade Encryption & Security:

Indio is highly secure, utilizing a bank-grade encryption environment, ensuring that all of your data is all kept private, confidential, and secure. If you are interested in learning more about Indio's security policies feel free to take a look at this link.

Additional Resources:

Below are a few helpful links that you can visit should you need some assistance kicking off the process within Indio!

A Quick Guide to Indio – For Insureds.

An Advanced Guide to Indio – For Insureds.

Navigating Between Multiple Accounts within Indio – For Insureds.

Still have questions? Please reach out to your insurance agent if you need further assistance with filling out your insurance applications or navigating within the platform

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. 

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