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Indio Logo

Indio

4.5
(230)

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Cloud-based solution for insurance application & renewal

(1)

Indio Pricing, Features, Reviews and Alternatives

Indio FAQs

Q. Who are the typical users of Indio?

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

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Q. What languages does Indio support?

Indio supports the following languages:
English

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Q. Does Indio offer an API?

Yes, Indio has an API available for use.

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Q. What other apps does Indio integrate with?

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

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Q. What level of support does Indio offer?

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

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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

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Pricing range

Starting from

60

/user

Per month

Free plan
Free trial
Pricing range
Ease of use
Value for money
Customer support
Ease of use
Value for money
Customer support
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Indio features

Functionality

4.3

/5

230

Total features

17

2 categories

Most valued features by users

API
Data Import/Export
Document Management
Activity Tracking
Customer Database
Access Controls/Permissions
Broker/Agent Portal
Client Portal

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.
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.
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.
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.
My only complaint is that we didn't implement this sooner.
There was not a lot of training when it was first implemented. Therefore, the first two months was just trail and error.

Overall rating contenders

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Molly Z.

Business Team Lead -- Account Manager

Insurance, 201-500 employees

Review source

Overall Rating

We Love Indio!

Reviewed 3 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...

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Nik K.

Agency Owner

Insurance, 1-10 employees

Review source

Overall Rating

ACORD GAME CHANGER

Reviewed 2 years ago

Transcript

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

AL
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Amy L.

Insurance, 51-200 employees

Used daily for 6-12 months

Review source

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

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So useful!

Reviewed 4 years ago

This program has streamlined my renewal process and allows my clients the freedom of completing applications from anywhere! It is a crucial component in managing my clients.

Pros

It is easy for our clients to use. All of my clients are able to log in and work on applications or schedules with ease. I also like how we receive updates when clients are working in their accounts. It is also easy for the client to review prior years applications and use to help them complete the new application. I also like how I'm able to hide portions of applications that aren't applicable. I am looking forward to the easy renewal process Indio has, where the client uses the review mode to complete their renewal applications.

Cons

I would like to be able to make a table schedule in an application required for answering. I've also notices that the exporting of schedules, such as drivers, for AMS360, doesn't export into the proper template for import into AMS360.

CF
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Carrie F.

Insurance, 201-500 employees

Used daily for 6-12 months

Review source

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

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Great Customer Contact Tool!

Reviewed 4 years ago
Pros

Indio makes client correspondence so easy! I am able to get documents signed within minutes. In a fast paced office, this is invaluable. It also provides a “paper trail” of when I sent the document and how many times the client has touched it.

Cons

One thing that I would like to see is a stronger assurance that I indeed turned the client's ability to see what I am updating, as this is a live platform.

SD
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Sue D.

Insurance, 201-500 employees

Used daily for 6-12 months

Review source

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

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Indio review

Reviewed 4 years ago

My experience with Indio has been good. Easy to use, love to have the documents stored year after year, etc.

Pros

How easy it is to use once you are trained on it

Cons

Figuring out how to send and resend stuff. Nothing to do with the software really, probably user error

LB
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Laura B.

Insurance, 1-10 employees

Used daily for 1-2 years

Review source

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

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Insurance Game Changer

Reviewed 5 years ago

Overall experience has been phenomenal and more and more of our clients can't wait to sign up!

Pros

Very easy to use! Tons of Acords, Supplementals, and Questionnaires all digitized for easy read-through. Indio makes it super easy for clients to fill out these forms and for agents to navigate the forms. In our current digital age, it makes the process so simple to email to clients and team members while keeping everything documented.

Cons

Integration with AMS360 would be REALLY nice, as this is the system our Affiliates work in.

SH
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Sissy H.

Insurance, 201-500 employees

Used daily for 1-2 years

Review source

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

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Best tool ever for completing and storing applications.

Reviewed 4 years ago

all answered above in my review.

Pros

The ease of use for our clients has made a significant impact on the percentage of returned and completed applications. Easy to use for both the agents and the clients. Allows them to upload documents to make a more complete submission process. And it great for maintaining everything in a paperless environment. Now that we've used it, I wouldn't be without it.

Cons

Not a thing! The product is great. Easy to use and is a great tool.

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