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Indio and Epic Bi-Directional Integration
How to Renew a Submission with Epic Bi-Directional Integration
How to Renew a Submission with Epic Bi-Directional Integration

Submission renewal just got more automated

Indio Communications avatar
Written by Indio Communications
Updated over a week ago

What is it?

Indio allows you to renew and pull over a submission's applications and schedules, along with the all the information stored in prior year submission. The Bi-Directional integration with Epic allows you to pull any updates from your AMS since the prior year submission.

The majority of the ACORD data will be imported through the integration, and future enhancements will enable 100%. To know more about what data can be exchanged between the two systems, please read here.

*Agencies without Bi-Directional Epic Integration, click here for instructions.

Benefits of the feature:

By essentially duplicating the Data Collection from the prior year (applications, schedules, client updates, formatting changes, etc), this feature drastically reduces the amount of time needed to prep submissions for clients.

Incorporating the import into the renewal workflow puts this valuable functionality front and center in the proper context of creating the renewal, ensuring all data is up-to-date.

How to use the feature:

Once a submission is marked as Complete using the expansion menu, Mark Submission as Complete, a new button will appear in the Submission list View.

To renew your submission, you may click the "Renew" button.

Indio will automatically name the submission the month & year of the new effective date. This can be modified at any time, along with the Effective Data, Due Date, Lines of Business, and Entities.

Once the pertinent information has been added to the basic info screen, select 'Next'.

The following screen will present you with the option to import policy information from Epic. By selecting 'Import Data', you will be taken to a screen that allows you to select which policy data you would like to import. If you choose 'Skip Import' you will still have the ability later to import from Epic once you are returned to the Submission Details screen.

After selecting 'Import Data', the policy selection screen shows all policies available to select. Once the policy desired has been selected, click 'Next'.

Indio then compares the information from last year's submission (and contained within Indio) to what is currently in Epic. If any changes are found it will alert you and then prompt you to view those changes before proceeding.

When viewing the changes between what is currently in Indio and what is in Epic, you will see a side by side detail of what the changes are that will then be updated in the renewal. You also have the option to download this comparison. When finished viewing these changes, simply select the 'X' in the upper right hand corner of the screen.

After exiting the comparison screen, you will return to the prior data overwrite confirmation screen to proceed with the import. Select 'Proceed with Import'.

You will then be prompted to confirm that you want to proceed with the import. Select 'Import'.

If successful, you receive the following confirmation screen.

Click Finish to create your renewed submission. At this point, the submission will renew, and the application data from the prior submission will map over with any updates from Epic. Like new submissions, you are still able to add forms, update share settings, hide information, etc.

What are the next steps after I’ve renewed the submission?

If you chose to Skip Import, you can always import policy data from Epic later with these instructions.

If additional forms/schedules are needed for the renewal, check out our article on Data Collection.

If no additional forms/schedules are needed for the renewal, we recommend turning on Indio’s Verification Mode to ensure that the insured reviews the entire application before signing. This protects yourself from E&O.

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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