Indio

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

Introduction to Indio Form Building

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

Form Request Types

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

How Can You Create Your Own Form?

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.

How Does Indio Build Your Forms?

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

Requesting Carrier Form Revisions & Updates

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

Requesting Agency-Specific Form Revisions & Updates

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

How do Tables Work Within Indio Forms?

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

How do Workbooks & Forms Interact With
Each Other?

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

Frequently Asked Questions

Stephen So

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

INDIO Form Building

Find answers and get help from Intercom Support and Community Experts

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