Indio

Let Indio manage the arduous task of gathering the data needed for a submission

Data Collection Tab in Submissions

Indio allows agents to mark certain columns as required in workbooks sent to clients.

Schedule Templates: Allow required columns in workbooks

Indio has made improvements to how repeatables are displayed in the User Interface (UI)

Improve Repeatables UI 2.0

A Quick How-To video on using the Documents Folder within a Customer Account and utilizing the Document Upload Request from a Submission

Documents and Document Upload Request (Video)

How to ensure basic information flows into the applications

Insured/Client Basic Information Smart Mapping

This article explains how forms interact with each other in a submission and how to add an Entity to minimize the # of submissions created

Understanding Account Entities & Smart Mapping in Submissions

Create a Schedule Workbook (How-To)

How to upload an excel spreadsheet that contains policy level data into INDIO so that your insured can update the information in the portal

Create a Schedule Workbook - Upload Excel Format (Video)

How to import policy level data from Epic into INDIO so that your insured can update the information in the portal

Create a Schedule Workbook - Import from Epic (Video)

Leave a note for your insured to help them fill out a schedule

Adding a Note to a Schedule

Send insureds the Indio portal link from within the Indio platform.

"Send to Client" Feature

Turn on Smart Reminders and Indio will remind your clients when everything is due so you don't have to remember!

Smart Reminders

Easily assign contacts at your insured to forms and applications.

"Assigned Users" Feature

Attaching last year’s application is a great reference to help you and your client fill out the current application. Here's how we do it:

How to Attach the Prior Year PDF to a Form

When your insured adds comments to the application, you can choose to download them in order to submit to the carrier.

How to Download Comments

View changes made on a form at any given point of time

Review Form Changes

Using Indio to make renewals an easy task for your insured

Renewal "Verification Mode" System (Video)

Easily pull information from workbooks into your forms

How To Link Schedule Data To Indio Forms

Indio Communications

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Data Collection

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Track the progress of all tickets related to your company.

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