Indio

Indio allows agents to filter columns within schedules

Schedule Templates: Column Filters Within Schedules

Alfonso Quant

Jamie Taylor

Indio Communications

Troubleshooting for Frequently Asked Questions from AGENTS like you

AGENT - FAQ

Ability to turn off specific notification emails

Agent control over notifications

A help guide on basic requirements needed to integrate with your email account.

Email Integration: Minimum Requirements Guide

Guide on how agents can add their insurance license # on all outgoing client emails.

Adding Agent Insurance License Number to your Email Signature

Follow this to send a link to a submission, to update the data collection status and to enable smart reminders with copy link

How to Copy Link to Submission

Agents want a simple way to send updates to multiple markets at the same time.

How to send a submission update to multiple markets at once

How-To

Control your notifications for a specific submission

Managing Notifications for a Submission

Agents can now easily see comments provided on a schedule from an insured and/or agent on the Schedules List view.

Comment Icon Visible on the Schedules List View

The agent now can see the percentage change made on a schedule for any numerical value.

Displaying Percentage Change on the View Changes Screen

Electronic Signature Agreement

Indio allows agents to manually reorder schedule workbooks

Schedule Templates: Change Schedule Workbook Order

How Indio keeps documents and information safe and secure

Document Security

How to grant access to Indio employees so they can assist you

Granting Temporary Access to Indio Employees

Additional Features

If you use the Smart Reminders feature, Indio will follow-up on a scheduled cadence with your clients.

Reminder Timing for the Reminders Feature in Indio

If you no longer want reminders turned on, you can turn them off on a per submission basis.

How To Update Smart Reminders Settings

Stephen So

Smart Reminders

Trouble sending an submission update?

Updates to Indio security now require updated browsers

Browser Security Requirements

Some common confusion over logging in as an Agent versus Client

What is wrong with my view (Agent or Client)?

This article will detail the differences on signing in if your email address is associated with an agent account or client account.

How to Sign into Indio as an Agent or Client using the Same Email

Common reasons why your custom workbook is not uploading or uploading incorrectly

Why will my workbook not import into Indio?

How to Use Indio on Smaller Screens and Mobile Devices

How to Use Indio on Smaller Screens

Reduce the support calls received from Clients Contacts using the Client Portal in Indio

Frequent Client User Support Issues

Troubleshooting

Find answers and get help from Intercom Support and Community Experts

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