Email Integration for Agents

After setup, emails generated from Indio to be sent from your email address. The instructions below guide an individual user to enable it.

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Written by Indio Communications
Updated over a week ago

Important: By activating Indio Email Integration, you acknowledge and agree that Indio utilizes the services of a third-party software provider to perform the services and, in doing so, data may be transmitted within and outside of the United States.

Indio’s email integration with Microsoft Office 365, Outlook, Exchange, and Gmail enables outgoing emails from agents to insureds from within the Indio platform to be delivered from the agent’s business email address rather than When agents leverage the Indio email integration, all outgoing emails including smart reminder emails to insureds will also appear in the agent’s “Sent” folder located in their email client.

Indio's email integration only needs to be setup once and can be removed at any time.

How It Works:

Please note: your email address used for email integration must match the email address used for your Indio account.

Please use the steps outlined below to setup your email integration.

1. Login to Indio

2. Click on the circle with your initials in the upper-right hand corner of Indio and click My Profile & Settings

3. Click on the tab labeled Account Settings

4. Click the blue button labeled Add Email Integration

5. Choose your email provider and follow the process to login and enable the integration

6. After successfully enabling the integration, you will see the status of your integration along with your email address shown under the Email Integration section

7. The following emails to your insureds will now be sent from your business email address:

  • Send to Client

  • Smart Reminders

  • E-Signature Request

  • Assigned/Sent Forms

  • Client Contact Created

  • Uploaded a Document

  • Send to Carrier

Still have questions? Feel free to chat with our Support Team! The chat feature is located in the bottom, right-hand corner of the platform or email at

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