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AGENT - Forms
AGENT - Forms
All about the Form Library and Lead Capture features in Indio
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
Written by
Stephen So
Updated over a week ago
Lead Capture Pages
Indio Technologies now offers Lead Capture Pages
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.
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.
Written by
Indio Communications
Updated over a week ago
How to Add and Select Forms
Quick Guide for Indio's Forms Library
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!
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.
Written by
Jamie Taylor
Updated over a week ago
About
Form Library
See what forms are digitized and available for Indio users
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
Written by
Indio Communications
Updated over a week ago