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Create a Schedule Workbook - Upload Excel Format (Video)
Create a Schedule Workbook - Upload Excel Format (Video)

How to upload an excel spreadsheet that contains policy level data into INDIO so that your insured can update the information in the portal

Stephen So avatar
Written by Stephen So
Updated over a week ago

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:

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