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AGENT - Vertafore Integrations

AGENT - Vertafore Integrations

All about AMS360 and Sagitta!

Adam Bratt avatar Stephen So avatar Indio Communications avatar
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.
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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
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Written by Adam Bratt
Updated over a week ago

AMS 360 Integration

See first hand how the AMS 360 Integration works in Indio
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Written by Indio Communications
Updated over a week ago
Sagitta

Sagitta Integration

See first hand how the Sagitta Integration works in Indio
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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.
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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
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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).
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Written by Stephen So
Updated over a week ago