Name: Indio
Rating: 4.53 (230 reviews)

Indio vs Applied Epic

AgencyBloc AMS+

Workee

Applied CSR24

Applied TAM

InsureCert

Oracle Insurance

Compare Indio and Applied Epic based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

Imagine AUTOMATED insurance software as passive, embedded and totally secure. Imagine insurance that adapts automatically to your client's needs and constantly works to find them the best coverage.

Applied CSR24 is a cloud-based customer service software designed to help businesses provide a self-service portal to customers to deliver insurance information, online bill pay, documents, and messages on mobile devices. It lets teams alter documents according to the needs of the clients.

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.

Access Controls/Permissions

Activity Tracking

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

Indio

Web-based

Commercial Lines Team Lead

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

Account Manager

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.

client services manager

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.

I like the ease of use for me as the agent and for my insureds - who have to sign and return documents. Essentially instant gratification.

Operations Resource Manager

It will be amazing to see the time savings after we have all of our clients on boarded.

Overall experience so far has been good. We have had good client response.

I love the ease of doing business. I find this user friendly to use.

Senior Account Manager/Team Leader

Indio is very easy to navigate. Our insured are enjoying the ease of completing their applications online in one simpe platform.

Quality Assurance

Indio is a great Software to use with great customer service.

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.

Agency Owner

The service and support team has been outstanding.

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

It was helpful and saved us time an money with sending applications and forms by mail.

Personal Lines Customer Service Rep

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

commercial csr

Frequency of reminders tends to frustrate Clients.

Easy to use and integrates with Epic. It helps us review the current way we are doing things to make it an easier more efficient process.

QA Engineer

It is very easy to Pick up and the integration was easy to understand.

Director of Operations

Overall, it has been a good experience, but wish it was better to make up for the overall cost for the services.

Indio screenshot: Indio online forms screenshot

Indio screenshot: Indio schedule workbook screenshot

Indio screenshot: Indio add comment screenshot

Indio screenshot: Indio eSignature screenshot

Indio screenshot: Indio form customization screenshot

Indio screenshot: Indio form sharing screenshot

Large Enterprises

Mid Size Business

Small Business

Applied TAM is a cloud-based agency management software that helps small to midsize insurance businesses manage daily operations and administrative tasks. The platform enables organizations to streamline risk management, insurance renewals, marketing, compliance tracking, and other operations via a unified portal.

Smarter booking and AI-powered sales automation for med spas, wellness clinics, and beauty studios. Workee helps you fill your calendar, reduce no-shows, and grow revenue — all in one easy-to-use platform.

Oracle Insurance is an insurance policy and HIPAA compliance management software that helps businesses manage claims adjudication, policy processing, member enrollment, and more from within a unified platform. It allows staff members to utilize a rules-based policy administration tool to configure group insurance products, set up life insurance policies, manage calculations, and handle business underwritings.

Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.

Accounting

Accounting Integration

Activity Dashboard

Alerts/Notifications

Audit Trail

Billing & Invoicing

Calendar Management

Calendar Sync

Campaign Management

Claims Management

Claims Settlement

Client Management

Collaboration Tools

Commercial Lines

Commission Calculations

Commission Management

Comparative Insurance Rating

Configurable Workflow

Contact Database

Customizable Fields

Customizable Reports

Customizable Templates

Deal Management

Document Imaging

Document Storage

Document Templates

Drag & Drop

Electronic Payments

Email Management

Email Marketing

Email Templates

For Auto Insurance

For Disability Insurance

For Health/Medical Insurance

For Homeowners Insurance

Forecasting

Insurance Management

Insurance Policy Management

Insurance Rating

Invoice Management

Lead Capture

Lead Generation

Lead Management

Lead Nurturing

Life & Health

Lifecycle Management

Marketing Automation

Mobile Access

Monitoring

Multi-State

Multiple Line Rating

Opportunity Management

Performance Metrics

Pipeline Management

Policy Management

Prioritization

Quotes/Estimates

Real-Time Data

Real-Time Reporting

Referral Tracking

Reinsurance Administration

Reporting & Statistics

Reporting/Analytics

Risk Assessment

Role-Based Permissions

Sales Reports

Sales Trend Analysis

Search/Filter

Secure Login

Segmentation

Single Sign On

Status Tracking

Task Management

Territory Management

Third-Party Integrations

User Management

Web-based Deployment

Workflow Management

Applied Epic

Linux

Windows

Marketing manager

I think the managerial positions like this platform a bit more than the day-to-day salesman. It can run a lot of useful reports and does a great job with lead management.

I enjoy the tasks that you can place inside each activity to remind you of your step in the process. The home screen is amazing to work off of everyday.

Manager 

This system also does not allow for errors. Once data is entered it is really hard, inconvenient or not able to be fixed.

Senior System Admin

Software has a clean logical layouts. Ease of navigation is big to help with the training of new users.

Elearning Specialist

Great support to make our roll out possible. Good advice along the way to help us overcome hurdles.

Medical Biller

I really liked that there was more than one way to get something done on the program. And the customer service was excellent.

Insurance Processor

The certificate process is redundant. The box checking is ridiculous.

Director of Client Services

My most favorite parts of the software center around the built in workflows and the ability to keep the "story" of an item, the account, a renewal etc. all together in one place.

Account manager 

Sometimes the fields and screens can be confusing especially when you are still learning the software.

Epic is extremely easy to use, making it the most user friendly system to use. The activities are a huge perk for reminders and tasks.

Insurance Broker 

Great product for integrating all of our work.

Customer Service Representative

Great integration with email services. Extremely organized layout.

Assistant

Customer service is extremely helpful. There are so many different things you can do with Applied that it makes me wonder how we managed before we had it.

They continue to reinvest in the platform and build or acquire companies that will complement the platform. They have purchased IVANS to help with download which works well with Epic.

President

Many features that were promised are either not available in Canada or simply do not exist. You should also have a staff of IT professionals on call to sort out the various problems that arise.

Commercial Account Manager

Horrific learning curve for new users. Investors owning Applied also own chunks of large insurance brokerages have made it appear as the top product.

Report layouts can be a little difficult to line up properly. I don't like the an activity under a broker can not have Further Action to take send a letter, however a client can.

Indio vs Applied Epic Comparison (2026)

Indio

Applied Epic

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives