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Indio Logo

Indio

Cloud-based solution for insurance application & renewal

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Indio Pricing, Features, Reviews and Alternatives

Indio product 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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Chat
Phone Support

Training options

Webinars
In Person
Documentation
Live Online

Indio features

Functionality

4.3

/5

230

Total features

18

2 categories

Most valued features by users

API
Data Import/Export
Document Management
Activity Tracking
Customer Database
Contact Management
Access Controls/Permissions
Data Storage Management

Functionality contenders

Indio users reviews

Overall Rating

4.5

/5

230

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.71/10
Rating distribution

5

4

3

2

1

142

72

14

1

1

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

HF

Helen F.

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.

I enjoy the ease of use and how it makes it easier for our customers. I appreciate the quick response on the chat feature and that if we need to escalate an application being added, we can.

as

amanda s.

Cons
The 5 digit code verification that was added. And the inability to assign a contact full access on one application, but limited access on another application in the same indio profile.

EW

Evan W.

My only complaint is that we didn't implement this sooner.

SL

Sandra L.

There was not a lot of training when it was first implemented. Therefore, the first two months was just trail and error.

ES

Erin S.

Overall rating contenders

Overall Rating

We Love Indio!

Reviewed 2 years ago

Transcript

Molly: Hi, my name is Molly and I'm a business team lead and I work for an insurance agency. I give Indio...

AvatarImg
AvatarImg

Nik K.

AGENCY OWNER

Insurance, 1-10 employees

Review source

Overall Rating

ACORD GAME CHANGER

Reviewed 2 months ago

Transcript

Hi: Hi, I'm Nick. I'm an independent insurance agency owner. I give Indio five stars. For more reviews,...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Very helpful tool

Reviewed 3 years ago

As a new user I love that its helped us be more effective in collecting electronic signatures

Pros

I liked that it makes getting e-signatures on documents very easy

Cons

It can take a couple of times to get used to using it and where to locate certain templates

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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High hopes for this software and our agency

Reviewed 3 years ago

The Indio product should definitely help us to be more sufficient and consistent on our New Business and Renewal process. I have only been testing Indio for about 2 months and we are getting ready to go "live" with the rest of the agency in the next couple of week. I think once we get through this first year, it will greatly help our agency grow and be able to handle the additional volume.

Pros

We loved all of the applications they already had in the repository, the automatic follow ups to the client for information, almost fully customizable for our agencies needs. Indio is very open to suggestions on things to add/improve.

Cons

The mapping between the applications, some things are not clear cut matches for the same question, just worded differently on the different applications. We are working with Indio to resolve some of these issues.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Using Indio for over a year now and I feel it is a very useful tool for most applications

Reviewed 3 years ago

My overall experience has been good. I wish when you add a user not included on the AMS 360 side it would stay in the system . But once someone syncs it removes them. But I feel this is the best product on the market and it will get better if they listen to the users.

Pros

I like that it can be pre filled and used the year after year. Most of the applications are already in their library which makes it useful.

Cons

I wish we could upload pdf or word documents that are not in the library immediately in lieu of having to wait for customer service to upload them. I do not like the excel format documents at all. The documents should be user friendly and shared between the insured and agent easier on the document side to update driver schedule, SOVs, etc. Also the accord forms should be user friendly and provide guidance as you fill them out.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Indio your one stop shop!

Reviewed 3 years ago

Indio takes care of my clients needs. If I need a quick signature to sending documents, Indio is your one stop shop.

Pros

Indio is the way of the Future. The Software is easy to use, very compatible, and a way of the Future. I Love how Indio keeps you updated on status of work. You get reminder emails of whats going on.

Cons

I really haven't found any Cons at this time.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Intuitive and Easy Interface to Increase Productivity and Reduce E&O Exposures

Reviewed 3 years ago
Pros

Intuitive functionality and easy to use customer and agent interface. Pleasant look and feel. Automation!!! Saving time and money as well as reducing our risk as an insurance agency for Errors and Omissions claims from incomplete or incorrect applications.

Cons

I haven't quite had enough experience but I am very pleased.

Indio FAQs and common questions

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

Common Indio comparisons

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