Indio

Are you ready to start working on applications and workbooks for your insured’s renewal? First, you need to create a submission!

How to Create a Submission in Indio

This video will show you how to create your submission and add any digitized form within it

Automatically pre-fill renewal submissions with the prior year data

Agents can ask clients to review documents as well as make revisions and upload revised documents

View a history list of activities by clients and agents for an account

Options to send a submission to a client are disabled if an account has no active assigned agents

Agents can track all of their submissions in Indio that are work in progress (WIP)

Allows you to control when a client can edit or see a submission

Agents can ask clients to upload documents for a submission

Quality assurance for a data collection submission before sending to a client

See what's happening on your Indio submission without leaving Epic

Indio offers support to carryover notification settings on a renewal submission.

Indio Submission list now has new capabilities to simplify access to work in progress for your data collection submissions.

Allows agents to import data from up to 3 policies at once, resolve policy data conflicts, import schedule data only, & prevent fake blanks.

Indio now features a streamlined submission management by updating status labels and preventing edits to closed submissions.

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