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Indio
Cloud-based solution for insurance application & renewal
(1)
Indio Pricing, Features, Reviews and Alternatives
Indio FAQs
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
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Starting from
No pricing info
Starting from
60
/user
Per month
Indio features
Functionality
4.3
/5
230
Total features
17
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
Overall rating contenders
Molly Z.
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,...
Amy L.
Insurance, 51-200 employees
Used daily for 6-12 months
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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.
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.
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.
Carrie F.
Insurance, 201-500 employees
Used daily for 6-12 months
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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.
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.
Sue D.
Insurance, 201-500 employees
Used daily for 6-12 months
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My experience with Indio has been good. Easy to use, love to have the documents stored year after year, etc.
How easy it is to use once you are trained on it
Figuring out how to send and resend stuff. Nothing to do with the software really, probably user error
Laura B.
Insurance, 1-10 employees
Used daily for 1-2 years
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Overall experience has been phenomenal and more and more of our clients can't wait to sign up!
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.
Integration with AMS360 would be REALLY nice, as this is the system our Affiliates work in.
Sissy H.
Insurance, 201-500 employees
Used daily for 1-2 years
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all answered above in my review.
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.
Not a thing! The product is great. Easy to use and is a great tool.
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