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AGENT - Vertafore Integrations
AGENT - Vertafore Integrations
All about AMS360 and Sagitta!
7 articles in this collection
Written by
Adam Bratt,
Stephen So,
and
Indio Communications
How to be more Efficient by Utilizing Indio's Integrations
Let Indio do the work of keeping your client list up to date and filling schedules within the platform.
Written by
Indio Communications
Updated over a week ago
AMS 360
How to Setup the Indio AMS360 Integration
Easily setup client syncing between AMS360 and Indio
Written by
Adam Bratt
Updated over a week ago
AMS 360 Integration
See first hand how the AMS 360 Integration works in Indio
Written by
Indio Communications
Updated over a week ago
Sagitta
Sagitta Integration
See first hand how the Sagitta Integration works in Indio
Written by
Indio Communications
Updated over a week ago
Using the Sagitta Schedule Export feature
Learn how to use the Sagitta Schedule Export feature to export schedule data from Indio and then import it into Sagitta.
Written by
Indio Communications
Updated over a week ago
Other
How to Setup Indio w/ ImageRight (WorkSmart)
Easily push documents, schedules, and completed apps into ImageRight
Written by
Adam Bratt
Updated over a week ago
Schedule Workbooks: How to Export to Epic, AMS360, and Sagitta
Indio allows you to export certain schedules into a format that is compatible with your agency management system (AMS).
Written by
Stephen So
Updated over a week ago