What is it?
Located inside your new or renewed submission, the Data Collection tab houses all the schedules, exposures, supplementals, and digitized agency forms required to quote coverage for your client.
Benefits of the Feature:
As Indio expands offerings to our agents, Data Collection allows a cleaner, more organized view of what is needed for a specific line of business or package renewal.
Easily manage viewing permissions, multiple documents, and prep for marketing, in a focused window just for that submission.
How to Use the Feature:
Add Forms to Your Submission:
Under the Actions menu, you can edit, download, send, renew and more. You can also edit the Access & Visibility (editable, hidden, locked) for the submission.
Remember that only submission information in the Data Collection tab will show to your clients. If your agency utilizes the Marketing Tracker, this will never show to the client.
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 email@example.com.
Note: The Indio Technologies platform is most optimized for Microsoft Edge, Google Chrome, or Mozilla Firefox internet browsers. If you use Internet Explorer (IE) 10 or less, there may be limited functionality as a result. Internet Explorer (IE) 10 will reach end of support on January 31, 2020.