AGENT - Account Features

Submissions, E-Signature, Managing Accounts & more!

Adam Bratt avatar Stephen So avatar Chet Amborn avatar +2
39 articles in this collection
Written by Adam Bratt, Stephen So, Chet Amborn and 2 others
Submission Features

Archive a Submission

Archive or unarchive a submission (instead of delete a submission)
Chet Amborn avatar
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
Chet Amborn avatar
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!
Stephen So avatar
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)
Chet Amborn avatar
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
Chet Amborn avatar
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
Chet Amborn avatar
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
Stephen So avatar
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
Stephen So avatar
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
Indio Communications avatar
Written by Indio Communications
Updated over a week ago

Document Upload Requests

Agents can ask clients to upload documents for a submission
Chet Amborn avatar
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
Indio Communications avatar
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
Stephen So avatar
Written by Stephen So
Updated over a week ago

Insured/Client Basic Information Smart Mapping

How to ensure basic information flows into the applications
Adam Bratt avatar
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
Stephen So avatar
Written by Stephen So
Updated over a week ago

Create a Schedule Workbook (How-To)

Indio Communications avatar
Written by Indio Communications
Updated over a week ago

Schedule Workbook Training (Video)

The benefit and functionality of Indio's Schedule Workbooks.
Stephen So avatar
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
Stephen So avatar
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
Stephen So avatar
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
Indio Communications avatar
Written by Indio Communications
Updated over a week ago

"Send to Client" Feature

Send insureds the Indio portal link from within the Indio platform.
Stephen So avatar
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!
Stephen So avatar
Written by Stephen So
Updated over a week ago

"Assigned Users" Feature

Easily assign contacts at your insured to forms and applications.
Indio Communications avatar
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:
Stephen So avatar
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.
Stephen So avatar
Written by Stephen So
Updated over a week ago

Review Form Changes

View changes made on a form at any given point of time
Indio Communications avatar
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
Indio Communications avatar
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
Indio Communications avatar
Written by Indio Communications
Updated over a week ago