With CSR24 and Indio, your clients can now navigate directly from their CSR24 portal to their Indio submissions & applications without the need to re-authenticate with Indio.
Activating the Integration:
For any existing agencies with CSR24 & Indio, your license for this integration will be added by our Technical Support team automatically. You can check if this has been completed by logging into Applied CSR24 > System Admin > Licenses.
If the Indio Service URL & Secret Key have not been added, please email support@useindio.com to have this added.
For new agencies to either CSR24 or Indio, this integration will be setup for you during implementation.
Using the Integration:
Once the license has been successfully added to your CSR24 portal, your Insureds will now be automatically logged into Indio when they click the configured button on their start page, if their contact record email exists in both Indio and CSR24. No need to re-enter their email or receive the 5-digit login code.
To add Indio to a Start Page:
Add Indio as an item to an existing or new CSR24 Menu. In CSR24 choose System Admin > Menus > Menu Items link. This will open the Menu Items.
Click Insert and update the Description and Display (English) and any other language as required, and type in Indio.
Under Current URLs, find and select Indio. Click Save in the upper right corner.
Click Save on the upper blue bar.
Add Indio Menu Item to an existing or new CSR24 Start Page.
In CSR24 choose Self-Service Admin, which will launch that area.
Choose Start Pages > select your desired Start Page. The Start Page Edit page will open.
Decide where the menu should be added. For example if adding under Layout, hover over the Layout area and click the green Edit button.
Choose a top level item for the Indio link by clicking Add Area, or cover over an existing menu and choose the edit pencil to add under an existing object.
If adding a top level item by clicking Add Area, change the container type to Direct Link
Type in the name you'd like the link to have, and choose Indio from the CSR24 Menu Item.
When complete click Save. Click Return as needed to move back to the Start page. Self-Service Admin can be closed when completed.
For more information on adding a CSR24 Menu Item, click here.
For more information on adding to a CSR24 Start Page, click here.
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 support@useindio.com.
Note: The Indio Technologies platform is most optimized on the browsers such as Microsoft Edge, Google Chrome or Mozilla Firefox. 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.