INDIO Form Building

This is a comprehensive guide on how to request forms to be digitized, build your own agency forms, and how forms communicate with schedule workbooks

10 articles in this collection
Written by Stephen So

Introduction to Indio Form Building

Indio is the premier platform for insurance agents to collect all data needed from their insureds for both new and renewal business.

Written by Stephen So
Updated over a week ago

Form Request Types

Indio has the ability to digitize both carrier applications as well as proprietary forms that your agency has created.

Written by Stephen So
Updated over a week ago

How to Request a Digitized Form

This articles describes the steps to take before submitting a form digitization request

Written by Stephen So
Updated over a week ago

How Can You Create Your Own Form?

This article details best practices to guide you on creating your own agency form

Written by Stephen So
Updated over a week ago

How Does Indio Build Your Forms?

The Form Building process begins the moment you or your staff send an e-mail to Indio's Operations Team with a request to digitize a form.

Written by Stephen So
Updated over a week ago

Requesting Carrier Form Revisions & Updates

There are two primary types of requests that the Indio Team can accommodate for revisions and updates to carrier-built applications

Written by Stephen So
Updated over a week ago

Requesting Agency-Specific Form Revisions & Updates

Follow These Steps in order to make any revisions or updates to your Agency Specific Forms

Written by Stephen So
Updated over a week ago

How do Tables Work Within Indio Forms?

There are two distinctly different types of tables that are used in Indio's Digitized Forms: Title Tables & Repeatable Tables.

Written by Stephen So
Updated over a week ago

How do Workbooks & Forms Interact With Each Other?

42 different Indio Schedule Workbooks can interact with Repeatable tables within Applications and ACORDs. Here's how!

Written by Stephen So
Updated over a week ago

Frequently Asked Questions

Listed below are some of the most asked questions regarding Form Building

Written by Stephen So
Updated over a week ago