All Collections
AGENT - Account Features
Data Collection
Create a Schedule Workbook - Import from Epic (Video)
Create a Schedule Workbook - Import from Epic (Video)

How to import policy level data from Epic 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

What is it?

A schedule workbook is a feature within a submission that allows you to import exposure data (Drivers, Vehicles, Named Insureds, Equipment, SOV, etc.) from Epic into Indio for your insureds to review and update as necessary as you prepare for their renewal.

Benefits of the Feature

Currently, exposure information is usually stored in EPIC and cannot be updated directly by the insured. The integration with EPIC allows you to easily import data into INDIO so you can send these schedules to your insureds and allow them to update as necessary. Once reviewed and completed, you will also be able to easily track changes on the schedule workbook to assist you and your underwriters with the renewal process.

For the Full Schedule Workbook Training, please go to this article:

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

Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.

Did this answer your question?