Video Created by Alyssa Beam
What is It?
A schedule workbook is a feature within a submission that allows you to upload exposure data (SOV, Drivers List, Named Insureds, Locations, Equipment, etc.) from an excel spreadsheet into Indio for your insureds to review and update as necessary as you prepare for their renewal.
Benefits of the Feature
By having the ability to update exposure data through INDIO, you can easily track and download those changes. This will save you time from having to go line by line to see where changes have been made.
For the Full Schedule Workbook Training, please go to this article: https://help.useindio.com/en/articles/2447918-schedule-workbook-training-video
Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email firstname.lastname@example.org.
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