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AGENT - Forms

AGENT - Forms

All about the Form Library and Lead Capture features in Indio

Stephen So avatar Jamie Taylor avatar Indio Communications avatar
9 articles in this collection
Written by Stephen So, Jamie Taylor, and Indio Communications
How-To

How To Build and Digitize Your Agency Forms

The guide below are our best practices when building or submitting forms to our Operations team
Stephen So avatar
Written by Stephen So
Updated over a week ago

Lead Capture Pages

Indio Technologies now offers Lead Capture Pages
Indio Communications avatar
Written by Indio Communications
Updated over a week ago

View Schedule Changes

Agent saves time in reviewing schedule changes made by agents and insureds for a submission.
Jamie Taylor avatar
Written by Jamie Taylor
Updated over a week ago

How to Request a New Form or Application

Don't see the application or form you need? Here's how to get it added.
Indio Communications avatar
Written by Indio Communications
Updated over a week ago

How to Add and Select Forms

Quick Guide for Indio's Forms Library
Indio Communications avatar
Written by Indio Communications
Updated over a week ago

How to Favorite Your Most Frequently Used Applications

Are you spending too much time searching for your applications? Save your applications to your Favorites folder!
Stephen So avatar
Written by Stephen So
Updated over a week ago

Download Schedule Changes PDF Options

Agent now has more options on what to download for schedule changes.
Jamie Taylor avatar
Written by Jamie Taylor
Updated over a week ago
About

Form Library

See what forms are digitized and available for Indio users
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Written by Indio Communications
Updated over a week ago

The Mapping Logic Behind Indio's Applications

Learn the logic behind mapping data in Indo Technologies
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Written by Indio Communications
Updated over a week ago