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Indio Logo

Cloud-based solution for insurance application & renewal

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Indio - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Indio overview

What is Indio?

Indio is a cloud-based solution, designed to help commercial insurance agents, brokers and agencies digitize insurance application and renewal processes. It includes an activity tracking module, which sends alerts when clients sign-in, update information, sign forms or submit documents. Besides, its data standardization functionality allows users to import data from spreadsheets or supplemental forms and store them in structured formats.

Indio comes with digital forms, which automatically map common data points across multiple forms to avoid duplicates across questions. The solution offers a host of features including an application forms library, document sharing, file upload portal, eSignatures, shareable forms, one-click submissions, role-based access, and more. It allows businesses to secure data with AES-256 encryption and Secure Sockets Layer (SSL). Besides, it enables multiple departments to complete relevant sections and update information using a centralized dashboard.

A white-label platform, Indio lets managers create a personalized portal with logo, colors and themes. Plus, teams can customize forms by hiding individual sections to gather specific information from clients. It integrates with various agency management systems (AMS) and third-party applications such as Vertafore AMS360 and Salesforce.

Starting price

500

Alternatives

with better value for money


Pros & Cons

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Accessibility

Simplicity

Signatures

Stability

Clarity

Coverage

Indio’s user interface

Ease of use rating:

Indio pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(2)
3-4(86)
5(142)

What do users say about Indio?

Users think Indio streamlines client interactions, making it easier to send, receive, and manage applications, forms, and electronic signatures. They find the platform saves time, reduces redundancy, and improves renewal processes, with most reporting a user-friendly interface and efficient document handling. They appreciate responsive customer support and regular updates that enhance usability. Some say onboarding and initial setup can be confusing, and note occasional glitches or compatibility issues, especially for less tech-savvy clients. They mention challenges with certain forms, document sending options, and the need for clearer instructions, but overall find Indio improves workflow and client service.

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Who uses Indio?

Based on 230 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Insurance
Financial Services
Medical Practice
Broadcast Media
Others

Use cases

- Not enough reviews
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Indio's features

Features rating:

Access controls/permissions
Activity tracking
API
Broker/Agent portal
Client portal
Contact management
Customer database
Customer portal
Customizable branding
Customizable forms
Data import/export
Digital signature
Document management
Forms management
Property & casualty
Reminders
Self service portal
SSL security

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Indio pricing

Value for money rating:

Starting from

500

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Indio price and value

Value for money rating:

To see what individual users think of Indio's price and value, check out the review snippets below.

“We have been thrilled with the way in which Indio has modernized and streamlined our Commercial Renewal Process.”
HF

Helen F.

Commercial Lines Team Lead

“This is an amazing software, they have many futures that I been doing in paper and now everything is in the computer, very simple to understand and save you a lot of time.”
KR

Karla R.

Account Manager

Indio integrations (2)

Indio customer support

What do users say about Indio customer support?

Customer support rating:

We analyzed 20 verified user reviews to identify positive and negative aspects of Indio customer support.

Widespread user sentiment highlights Indio's support team as highly responsive, helpful, and quick to address questions or issues.

A significant portion of users appreciate the attentive onboarding, training, and willingness of support to accommodate custom requests.

Support options

Email/help desk
Chat
Phone support

Training options

Webinars
In person
Documentation
Live online

To see what individual users say about Indio's customer support, check out the review snippets below.

“Easy to use and set up for customers, application questions are generally laid out nicely, customer support responds quickly and puts in custom applications very quickly (1-3 days usually).”

TH

Taryn H.

Underwriting Mechanist

“We had many questions and really vettted many vendors, but by far their staff answered concerns and questions promptly and truthfully, so we decided to go with Indio.”

TO

Teresa O.

Director

“the assistance received with onboarding, training and setup was one of the best I have received when bringing in a new system-- very attentive staff-”

JG

James G.

Agency Manager

Indio FAQs

Q. What type of pricing plans does Indio offer?

Indio has the following pricing plans:
Starting from: $500.00

These products have better value for money


Q. Who are the typical users of Indio?

Indio has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does Indio support?

Indio supports the following languages:
English


Q. Does Indio offer an API?

Yes, Indio has an API available for use.


Q. What other apps does Indio integrate with?

Indio integrates with the following applications:
Clarity Wave, Salesforce Sales Cloud


Q. What level of support does Indio offer?

Indio offers the following support options:
Email/Help Desk, Chat, Phone Support

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