We're excited to share that we'll soon be delivering an update to Indio's platform that features a new, simpler navigation.

We worked closely with several of you, our customers, to learn how to further simplify Indio's workflow and navigation to:

  • Save you time by reducing the number of clicks it takes to move between clients.

  • Make it easier to train and onboard agency team members and new customers.

  • Provide a navigation that aligns closely with your day-to-day workflow outside of the Indio platform.

Leading up to the release of the new, simpler navigation, we have put together a visual walkthrough of how it will look and work.

Main Dashboard

Current Navigation - Here you can see the navigation bar is on the left-hand side of the Indio platform.

New Navigation - Once released, the new, top navigation bar will reduce the number of clicks it takes for you to move between:

  • Accounts

  • Forms

  • Reports

  • Admin

This new, simpler top navigation is universal across the Indio platform and remains in place wherever you navigate to within Indio.

The Account Profile:

Current Account Profile Navigation - When viewing your account's profile, you currently have a tab located above your account's submissions allowing you to navigate to the account's:

  • Submission

  • Documents

  • E-Signature

  • Activity

On the right-hand side of your account's profile, there is a navigation bar that provides you:

  • Your account's name

  • Your account's contacts

  • Link to your account's portal

  • Agent's name assigned to the account

  • Account's entities

  • Additional Information

  • Toolbox

New Account Profile Navigation - Once released, a new, simpler navigation appears on the left-hand side of your account's profile allowing you to navigate between your account's:

  • Submissions

  • Documents

  • E-Signatures

  • Activity

  • Manage Account

  • Insured Link

  • Sync with AMS (Only clients that have an integration with their AMS system)

On the right-hand side of your account's profile, there is a new, simpler navigation bar that provides you:

  • Your account's contacts

  • Your account's contacts' info

  • Entities

  • Account's AMS customer number

  • Account's business info

  • Assigned agents to this account

The new, simpler top navigation bar remains in place with the options to move between:

  • Accounts

  • Forms

  • Reports

Have more questions? Please reach out to our support team via chat or email them at support@useindio.com

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