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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
Platforms supported
Support options
Training options
Indio features
Functionality
4.3
/5
230
Total features
18
2 categories
Most valued features by users
Functionality contenders
Indio users reviews
Overall Rating
4.5
/5
230
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend8.71/10
142
72
14
1
1
HF
Helen F.
KR
Karla R.
as
amanda s.
EW
Evan W.
SL
Sandra L.
ES
Erin S.
Overall rating contenders
Molly S.
Business Team Lead - Account Manager
Insurance, 201-500 employees
Review source
Transcript
Molly: Hi, my name is Molly and I'm a business team lead and I work for an insurance agency. I give Indio...
Nik K.
AGENCY OWNER
Insurance, 1-10 employees
Review source
Transcript
Hi: Hi, I'm Nick. I'm an independent insurance agency owner. I give Indio five stars. For more reviews,...
Jesse G.
Verified reviewer
Insurance, 11-50 employees
Used daily for less than 6 months
Review source
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As a new user I love that its helped us be more effective in collecting electronic signatures
I liked that it makes getting e-signatures on documents very easy
It can take a couple of times to get used to using it and where to locate certain templates
Wendy V.
Insurance, 51-200 employees
Used daily for less than 6 months
Review source
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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.
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.
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.
Beverly G.
Insurance, 51-200 employees
Used weekly for 1-2 years
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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.
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.
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.
Lisa F.
Insurance, 201-500 employees
Used daily for 6-12 months
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Indio takes care of my clients needs. If I need a quick signature to sending documents, Indio is your one stop shop.
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.
I really haven't found any Cons at this time.
Ross G.
Insurance, 11-50 employees
Used daily for less than 6 months
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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.
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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