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

Archive or unarchive a submission (instead of delete a submission)

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you