What is it?
Basic insured/client information will typically map into applications that ask those relevant questions.
Benefits of this feature:
This allows for basic client information to pre-fill into applications that are added into a submission within a client portal.
How to use this feature:
First, make sure the client's information is up-to-date and completed. You may click the "Edit" button to update and revise this information at any time:
Once the client's information is updated, click into any form within a submission and you will notice that basic information has been pre-filled according to the client's information in the Indio portal.
Below is a specific chart showing what fields are now mapped with this new release.
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.
Note: The Indio Technologies platform is most optimized on browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.