AGENT - Account Features

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

Archive a Submission

Archive or unarchive a submission (instead of delete a submission)

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

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

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

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

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

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

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 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 today

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 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

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

Signing Multiple Documents

Sending more than one document using our e-signature capabilities

Written by Indio Communications
Updated over a week ago

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 in the last 15 minutes

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

How to utilize the contacts feature for your clients

Written by Chet Amborn
Updated this week

'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