Form Request Types

Indio has the ability to digitize both carrier applications as well as proprietary forms that your agency has created.

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

The core focus of Indio’s form library is Property & Casualty Insurance as it relates to both commercial and personal lines. This includes carrier applications, supplementals, ACORD forms, questionnaires, claims forms, and more.

In addition to the forms listed above, Indio is also equipped to handle proprietary agency-specific forms. This includes prospecting forms, new client intake questionnaires, renewal materials, or claims forms you’ve utilized previously. Later on, we will discuss how you can most effectively create & send in agency-specific forms for digitization.

Indio currently supports both US and Canadian forms and plans to extend into other countries in future years.

The Indio team supports the very latest versions of carrier forms. However, upon the agents’ request or at the direction of carrier underwriting, we do have the ability to digitize older form version(s) for your use.

At this time, Indio cannot accommodate non-insurance-related forms, such as legal documents, tax, government, and/or financial forms. If you have any questions regarding a particular form, please feel free to reach out to our Support team!

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