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AGENT - Account Features
AGENT - Account Features
Submissions, E-Signature, Managing Accounts & more!
+2
41 articles in this collection
Written by
Adam Bratt,
Stephen So,
Chet Amborn
and 2 others
Schedule Templates: How to show and hide decimals on currency fields
Indio allows both agents and clients to show and hide decimals on currency fields within a schedule template.
Written by
Alfonso Quant
Updated over a week ago
Schedule Templates: Enable cells with dropdown validation
Indio allows agents to create dropdown lists for columns in schedules
Written by
Alfonso Quant
Updated over a week ago
Submission Features
How to Create a Submission in Indio
Are you ready to start working on applications and workbooks for your insured’s renewal? First, you need to create a submission!
Written by
Stephen So
Updated over a week ago
Creating a Submission and Adding Forms (Video)
This video will show you how to create your submission and add any digitized form within it
Written by
Stephen So
Updated over a week ago
"Renew a Submission" Feature (How-To)
Automatically pre-fill renewal submissions with the prior year data
Written by
Stephen So
Updated over a week ago
Document Review Requests
Agents can ask clients to review documents as well as make revisions and upload revised documents
Written by
Chet Amborn
Updated over a week ago
Account Activity History
View a history list of activities by clients and agents for an account
Written by
Chet Amborn
Updated over a week ago
Assigned Agent is Needed for a Submission
Options to send a submission to a client are disabled if an account has no active assigned agents
Written by
Chet Amborn
Updated over a week ago
Archive a Submission
Archive or unarchive a submission (instead of delete a submission)
Written by
Chet Amborn
Updated over a week ago
Submissions List
Agents can track all of their submissions in Indio that are work in progress (WIP)
Written by
Chet Amborn
Updated over a week ago
Submission Locking and Hiding
Allows you to control when a client can edit or see a submission
Written by
Indio Communications
Updated over a week ago
Document Upload Requests
Agents can ask clients to upload documents for a submission
Written by
Chet Amborn
Updated over a week ago
Data Collection
Data Collection Tab in Submissions
Let Indio manage the arduous task of gathering the data needed for a submission
Written by
Indio Communications
Updated over a week ago
Documents and Document Upload Request (Video)
A Quick How-To video on using the Documents Folder within a Customer Account and utilizing the Document Upload Request from a Submission
Written by
Stephen So
Updated over a week ago
Insured/Client Basic Information Smart Mapping
How to ensure basic information flows into the applications
Written by
Adam Bratt
Updated over a week ago
Understanding Account Entities & Smart Mapping in Submissions
This article explains how forms interact with each other in a submission and how to add an Entity to minimize the # of submissions created
Written by
Stephen So
Updated over a week ago
Create a Schedule Workbook (How-To)
Written by
Indio Communications
Updated over a week ago
Schedule Workbook Training (Video)
The benefit and functionality of Indio's Schedule Workbooks.
Written by
Stephen So
Updated over a week ago
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
Written by
Stephen So
Updated over a week ago
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
Written by
Stephen So
Updated over a week ago
Adding a Note to a Schedule
Leave a note for your insured to help them fill out a schedule
Written by
Indio Communications
Updated over a week ago
"Send to Client" Feature
Send insureds the Indio portal link from within the Indio platform.
Written by
Stephen So
Updated over a week ago
Smart Reminders on Indio
Turn on Smart Reminders and Indio will remind your clients when everything is due so you don't have to remember!
Written by
Stephen So
Updated over a week ago
"Assigned Users" Feature
Easily assign contacts at your insured to forms and applications.
Written by
Indio Communications
Updated over a week ago
How to Attach the Prior Year PDF to a Form
Attaching last year’s application is a great reference to help you and your client fill out the current application. Here's how we do it:
Written by
Stephen So
Updated over a week ago
How to Download Comments
When your insured adds comments to the application, you can choose to download them in order to submit to the carrier.
Written by
Stephen So
Updated over a week ago
Review Form Changes
View changes made on a form at any given point of time
Written by
Indio Communications
Updated over a week ago
Renewal "Verification Mode" System (Video)
Using Indio to make renewals an easy task for your insured
Written by
Indio Communications
Updated over a week ago
How To Link Schedule Data To Indio Forms
Easily pull information from workbooks into your forms
Written by
Indio Communications
Updated over a week ago
Marketing
Marketing Tracker in Submissions
Send, track, and see a record of your marketing submissions
Written by
Indio Communications
Updated over a week ago
"Send to Market" Feature - Send Marketing Submissions within Indio (via Email)
Send marketing submissions directly to your underwriter from within Indio
Written by
Indio Communications
Updated over a week ago
E-Signature
How To Use E-Signature
Schedule reminders, find your documents, and edit and track signatures.
Written by
Indio Communications
Updated over a week ago
Creating an E-Signature (Video)
Collect Electronic Signatures on any Document outside of Indio's Digital Applications and Supplementals
Written by
Stephen So
Updated over a week ago
E-Signature Training (Video)
Now your insured can sign any document that you need all through Indio
Written by
Indio Communications
Updated over a week ago
Signing Multiple Documents
Sending more than one document using our e-signature capabilities
Written by
Indio Communications
Updated over a week ago
Manage Account & More
How to Edit an Email Address for a Client Contact
If you need to make a change to a contact’s email, here's how to fix that!
Written by
Stephen So
Updated over a week ago
Client Contact Permissions
Set permissions for full access, limited access and view only access users
Written by
Chet Amborn
Updated over a week ago
Add, Remove, and Edit Your Insured's Contact(s)
How to utilize the contacts feature for your clients
Written by
Chet Amborn
Updated over a week ago
'Multiple Client Entities' Feature (Video)
The Multiple Client Entities Feature will help you & your team be more efficient.
Written by
Indio Communications
Updated over a week ago
Add or Remove Agents from an Account
This article will show you how to assign or remove any appropriate team members from a client account
Written by
Indio Communications
Updated over a week ago
How to Send Your Insured the Client Portal Link
Follow these steps to make sure that your insured is receiving the proper link to log into INDIO.
Written by
Stephen So
Updated over a week ago