Indio

If you need to make a change to a contact’s email, here's how to fix that!

How to Edit an Email Address for a Client Contact

Set permissions for full access, limited access and view only access users

Client Contact Permissions

How to utilize the contacts feature for your clients

Add, Remove, and Edit Your Insured's Contact(s)

The Multiple Client Entities Feature will help you & your team be more efficient.

'Multiple Client Entities' Feature (Video)

This article will show you how to assign or remove any appropriate team members from a client account

Add or Remove Agents from an Account

Follow these steps to make sure that your insured is receiving the proper link to log into INDIO.

How to Send Your Insured the Client Portal Link from Submissions Overview

Indio now has an account type option for benefits

Indio Account Type Option for Benefits

Indio Communications

Stephen So

Sadiqur Sakib

Manage Account & More

Find answers and get help from Intercom Support and Community Experts

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