Indio

Indio allows both agents and clients to show and hide decimals on currency fields within a schedule template.

Schedule Templates: How to show and hide decimals on currency fields

Indio allows agents to require the client to sign their schedules.

Schedule Templates: Allow requirement of signatures on schedules

Indio allows agents to create dropdown lists for columns in schedules

Schedule Templates: Enable cells with dropdown validation

Indio now shows which locations have no payroll during the renewal term

Show all locations in the payroll schedule, even if they are blank

Indio can now import and export property information with Epic

Commercial Property SOV Import and Export

Agents using Indio can now customize disclaimer messages

Agents can Customize Disclaimers

Alfonso Quant

Sadiqur Sakib

Michael bruns

Submissions, E-Signature, Managing Accounts & more! 

AGENT - Account Features

Are you ready to start working on applications and workbooks for your insured’s renewal? First, you need to create a submission!

How to Create a Submission in Indio

Automatically pre-fill renewal submissions with the prior year data

"Renew a Submission" Feature (How-To)

Agents can ask clients to review documents as well as make revisions and upload revised documents

Document Review Requests

View a history list of activities by clients and agents for an account

Account Activity History

Options to send a submission to a client are disabled if an account has no active assigned agents

Assigned Agent is Needed for a Submission

Agents can track all of their submissions in Indio that are work in progress (WIP)

Submissions List

Allows you to control when a client can edit or see a submission

Submission Locking and Hiding

Agents can ask clients to upload documents for a submission

Document Upload Requests

Quality assurance for a data collection submission before sending to a client

Agent Preview of Client Requests

See what's happening on your Indio submission without leaving Epic

Show Indio Activities as Notes on your Renewal Activity in Epic

Indio offers support to carryover notification settings on a renewal submission.

Carry over notification settings when renewing a submission

Indio Submission list now has new capabilities to simplify access to work in progress for your data collection submissions.

New Submission List Enhancements

Allows agents to import data from up to 3 policies at once, resolve policy data conflicts, import schedule data only, & prevent fake blanks.

ACORD 125 Phases 2 & 3: Importing form data from up to 3 policies at a time, resolving policy data conflicts,  importing schedule data only, & preventing fake blanks in forms from being exported to Epic.

Indio now features a streamlined submission management by updating status labels and preventing edits to closed submissions.

New Submission Status Categories

Indio Communications

Submission Features

Indio has made improvements to how repeatables are displayed in the User Interface (UI)

Improve Repeatables UI 2.0

Indio allows agents to mark certain columns as required in workbooks sent to clients.

Schedule Templates: Allow required columns in workbooks

Let Indio manage the arduous task of gathering the data needed for a submission

Data Collection Tab in Submissions

How to ensure basic information flows into the applications

Insured/Client Basic Information Smart Mapping

This article explains how forms interact with each other in a submission and how to add an Entity to minimize the # of submissions created

Understanding Account Entities & Smart Mapping in Submissions

Create a Schedule Workbook (How-To)

Leave a note for your insured to help them fill out a schedule

Adding a Note to a Schedule

Send insureds the Indio portal link from within the Indio platform.

"Send to Client" Feature

Turn on Smart Reminders and Indio will remind your clients when everything is due so you don't have to remember!

Smart Reminders

Easily assign contacts at your insured to forms and applications.

"Assigned Users" Feature

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:

How to Attach the Prior Year PDF to a Form

When your insured adds comments to the application, you can choose to download them in order to submit to the carrier.

How to Download Comments

View changes made on a form at any given point of time

Review Form Changes

Easily pull information from workbooks into your forms

How To Link Schedule Data To Indio Forms

Indio allows the certificate holder list in CSR24 to be pulled into Indio as a schedule during the renewal process for review and updating.

Import cert holder list to Indio for review, and export changes back to CSR24

Indio corrects exposure duplication in schedules when importing from multiple policies & allows agents to export individual schedule rows.

ACORD 125 Phase 1: Fix exposure duplication in Indio schedules and allow individual schedule rows to be exported

Stephen So

Data Collection

Send, track, and see a record of your marketing submissions

Marketing Tracker in Submissions

Send marketing submissions directly to your underwriter from within Indio

"Send to Market" Feature - Send Marketing Submissions within Indio (via Email)

Send an email marketing submission to multiple markets at the same time.

Send to Market: Bulk Send

Abhishek Jain

Marketing 

Schedule reminders, find your documents, and edit and track signatures.

How To Use E-Signature

Sending more than one document using our e-signature capabilities

Signing Multiple Documents

Indio allows an agent to send an e-signature request on behalf of another assigned agent

Save time by sending an e-signature request on behalf of another assigned agent

Indio e-signature documents includes field type for radio buttons for Yes/No questions.

E-signatures for documents has radio button fields  for Yes/No questions.

E-Signature

If you need to make a change to a contact’s email, here's how to fix that!

How to Edit an Email Address for a Client Contact

Set permissions for full access, limited access and view only access users

Client Contact Permissions

How to utilize the contacts feature for your clients

Add, Remove, and Edit Your Insured's Contact(s)

This article will show you how to assign or remove any appropriate team members from a client account

Add or Remove Agents from an Account

Follow these steps to make sure that your insured is receiving the proper link to log into INDIO.

How to Send Your Insured the Client Portal Link from Submissions Overview

Indio now has an account type option for benefits

Indio Account Type Option for Benefits

Manage Account & More

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.