Most popular features of all Industry Specific apps
25 reviewers had the following to say about Indio's features:
I am able to get information from the client that they wish to change and send applications to be signed electronically.
Pros
The client can go and update their own information
Cons
I wish Indio would "pull" more information or other schedules from my management system (Epic).
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
We are new to this service but can already see the benefits and increased productivity.
Pros
Single entry of data over several applications.
Cons
That is doesn't pull over info from agency management system to ACORD applications.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
Pros
The thing that I like most about the Indio Software; it is easy to use
Cons
it doesn't connect to the current Agency Management system used
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Time management
Pros
Indio forms make it easy to send forms, applications to your clients and frees up your time on the phone taking their information
Cons
I like all of it, nothing that we don't like
Rating breakdown
Time used: 1-2 years
Frequency of use: Monthly
Likelihood to recommend
Pros
The automatic reminders are very helpful to make sure documents are completed in a timely manner.
Cons
Not all forms are immediately available if not already loaded to your account.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Occasionally
Likelihood to recommend
My experience with trying to get older folks to use this software has been difficult
Pros
Automatic Reminders and electronic signatures
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.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Indio required minimal training so we were able to be up and running very quickly. Would like more PL specific training videos for other capabilities that we may not be aware of.
Pros
Easy of use for both the agency and the consumer
Cons
We would like to have Indio connected with our management system so we would not have to create 2 separate client accounts.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Love that we can send these to the client and have the signed documents back shortly thereafter!
Pros
I like that the client information flows over from the agency management system and the ease of dragging the document over to set up the signing process.
Cons
At first it was confusing to navigate the site.
Rating breakdown
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
Pros
I love the simple and intuitive UI. IndioSign is a great feature.
Cons
I would also like to see the ability to clear notification from the dashboard.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
Indio has helped us with time management, our renewal and new client on-boarding are a lot smoother.
Pros
It's easy to learn and navigate on both sides, agent and client.
Cons
There's a lead time for digitizing applications.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Maintenance and constant updating of renewal data for a multitude of clients.
Pros
The interface with our operating system for common information retrieval is convenient.
Cons
Would like to see a notification to user when we've failed to go in and view an application.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Monthly
Likelihood to recommend
We have been thrilled with the way in which Indio has modernized and streamlined our Commercial Renewal Process
Pros
The use of the custom forms that we were able to set-up as part of our on-boarding has streamlined our commercial renewal process and cut the amount of time Account Managers have to work on renewals in half.
Cons
There is still a lot of places for growth - like integrating payments, some functionality tweaks, etc.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
We had our initial onboarding call last week with [SENSITIVE CONTENT HIDDEN], and they were absolutely wonderful. They thoroughly explained things from both the agent and insured perspective, and I left the call feeling fully prepared to jump in and start utilizing the software with out clients immediately. So far, I have nothing but amazing things to say about Indio.
Pros
The user-friendliness and overall organization of this software is the best feature. Implementing Indio is going to save our team so much time on a day-to-day basis, and in our industry, time is priceless.
Cons
I don't have anything negative to report about the software at this time.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
The service and support team has been outstanding. Always willing to help. Applications that need to be created in the system has been a quick process.
Pros
We are receiving renewal applications back faster. We are spending less time renewing surplus lines clients.
Cons
I would like to be able to electronically sign the agents name on applications without having to download the application and upload into document signing system
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Pros
-Comment section on apps is good -Daily notification of client activity
Cons
-I've noticed a few questions that appear in Indio different than how they appear on the application. In my opinion this should never happen. Indio should always match the app even if the app is confusing; we could use the comment section to help explain.
Rating breakdown
Time used: 1-2 years
Frequency of use: Monthly
Likelihood to recommend
Overall experience has been phenomenal and more and more of our clients can't wait to sign up!
Pros
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.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Have not used it long enough
sending multiple documents to sign.
Pros
It's like a little database of client information all in one place.
Cons
Setting up the clients is a little time consuming, but definitely worth it in the long run.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Occasionally
Likelihood to recommend
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
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.
Cons
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.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Pros
It's good to know that the Insured will only have to use this one program instead of having to try track every bit of information individually.
Cons
I believe there could be more integration for industry leading software.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
Less paper (paperless), signatures, submissions are easier to compile.
Pros
I love that with the document sharing, its in real time and not an over-night activity. Seeing my clients, individually, the way Indio shows them really helps to see how far along we are in the renewal process.
Cons
There's nothing I really like "least' about Indio, its just getting more clients to coming around to using it that is a challenge.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Weekly
Likelihood to recommend
Pros
Indio makes gathering data for new and existing accounts fast and painless for all parties involved.
Cons
There used to not be an option to email the app to the client directly from Indio, but that feature has been added.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
