AGENT - Account Features
Submissions, E-Signature, Managing Accounts & more!
Schedule Templates: How to show and hide decimals on currency fields
Schedule Templates: Allow requirement of signatures on schedules
Schedule Templates: Enable cells with dropdown validation
Show all locations in the payroll schedule, even if they are blank
Commercial Property SOV Import and Export
Agents can Customize Disclaimers
How to Create a Submission in Indio
Creating a Submission and Adding Forms (Video)
"Renew a Submission" Feature (How-To)
Document Review Requests
Account Activity History
Assigned Agent is Needed for a Submission
Submissions List
Submission Locking and Hiding
Document Upload Requests
Agent Preview of Client Requests
Show Indio Activities as Notes on your Renewal Activity in Epic
Carry over notification settings when renewing a submission
New Submission List Enhancements
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.
New Submission Status Categories
Improve Repeatables UI 2.0
Schedule Templates: Allow required columns in workbooks
Data Collection Tab in Submissions
Documents and Document Upload Request (Video)
Insured/Client Basic Information Smart Mapping
Understanding Account Entities & Smart Mapping in Submissions
Create a Schedule Workbook (How-To)
Create a Schedule Workbook - Upload Excel Format (Video)
Create a Schedule Workbook - Import from Epic (Video)
Adding a Note to a Schedule
"Send to Client" Feature
Smart Reminders
"Assigned Users" Feature
How to Attach the Prior Year PDF to a Form
How to Download Comments
Review Form Changes
Renewal "Verification Mode" System (Video)
How To Link Schedule Data To Indio Forms
Import cert holder list to Indio for review, and export changes back to CSR24
ACORD 125 Phase 1: Fix exposure duplication in Indio schedules and allow individual schedule rows to be exported
How to Edit an Email Address for a Client Contact
Client Contact Permissions
Add, Remove, and Edit Your Insured's Contact(s)
'Multiple Client Entities' Feature (Video)
Add or Remove Agents from an Account
How to Send Your Insured the Client Portal Link from Submissions Overview
Indio Account Type Option for Benefits