Video Created by Alyssa Beam
Think of a submission as that box or vessel where you can package your digital applications, schedule workbooks, document upload requests and E-signature requests in one place. After that, you can easily send it out to the insured and start collecting and/or updating data for renewals or new business.
For a step by step guide, please visit our Help Center Article: https://help.useindio.com/en/articles/2677390-how-to-create-a-submission-in-indio
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 email@example.com.
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