Indio Features

Indio

Cloud-based solution for insurance application & renewal

4.55/5 (225 reviews)

Indio Feature Summary

  • Broker / Agent Portal
  • Customer Portal
  • Property & Casualty

Competitor Feature Comparison

API
Access Control
Activity Tracking
Client Portal
Contact Management
Content Library
Custom Forms
Customer Database
Customizable Branding
Data Capture and Transfer
Data Extraction
Data Import/Export
Data Storage Management
Digital Signature
Document Management
Electronic Signature Capture
File Management
Forms Management
Invoice Management
Multiple Data Sources
Question Library
Reminders
Role-Based Permissions
SSL Security
Secure Data Storage
Self Service Portal
Web Forms
Learn moreCompare App
API
Access Control
Activity Tracking
Client Portal
Contact Management
Content Library
Custom Forms
Customer Database
Customizable Branding
Data Capture and Transfer
Data Extraction
Data Import/Export
Data Storage Management
Digital Signature
Document Management
Electronic Signature Capture
File Management
Forms Management
Invoice Management
Multiple Data Sources
Question Library
Reminders
Role-Based Permissions
SSL Security
Secure Data Storage
Self Service Portal
Web Forms
Visit WebsiteCompare App
API
Access Control
Activity Tracking
Client Portal
Contact Management
Content Library
Custom Forms
Customer Database
Customizable Branding
Data Capture and Transfer
Data Extraction
Data Import/Export
Data Storage Management
Digital Signature
Document Management
Electronic Signature Capture
File Management
Forms Management
Invoice Management
Multiple Data Sources
Question Library
Reminders
Role-Based Permissions
SSL Security
Secure Data Storage
Self Service Portal
Web Forms
Visit WebsiteCompare App

Indio Feature Reviews

25 reviewers had the following to say about Indio's features:

Vanessa Colon

Easy Peasy

2019-11-26

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

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kelly Burrows

Increased Productivity

2019-11-26

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

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Keisha Garner

Easy To Use

2019-11-26

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

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Gretchen Furlong

Indio Review

2020-02-18

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

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brittany Vreeman

Great product!

2019-08-27

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Evan Woockman

Indio Review

2019-10-29

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Perian Heffner

Ease of Use. We regularly use Indio for electronic signature for all PL documentation

2019-11-26

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

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Elizabeth Bellairs

Great resource

2019-11-26

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Brad Larsen

Not perfect, but a huge improvement

2019-04-23

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

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Carmen Trejo

Wish we had this platform sooner!

2020-02-18

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Connie Meine

First Year User Perspective

2020-02-18

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

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Helen Fussell

Simplified and Time Saving Workflows

2019-12-02

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kacie Cancelli

Indio Initial Setup

2019-11-26

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jesse Gonzalez

Very helpful tool

2019-11-26

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

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Heidi Kussurelis

Helpful

2020-02-18

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nicholas van Rossum

Hope to use it more

2019-08-27

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

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Laura Borda

Insurance Game Changer

2019-03-05

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

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Donna Rova

New user

2019-03-06

Have not used it long enough

Pros

Have only started with a couple of accounts. Like able to enter client information easily.

Cons

Learning/remembering steps to find documents

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Laura Close

Great Product

2020-02-18

sending multiple documents to sign.

Pros

Placing fields to sign etc is easy for the customer to complete on their end.

Cons

A couple of functions could be reworded to be clearer.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Taylor Loewen

Easy Way to Connect with Clients

2019-10-29

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Amy Lee

So useful!

2019-11-26

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

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Lorette

New to me

2019-08-23

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

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
David Cook

Indio is awesome

2019-09-16

Less paper (paperless), signatures, submissions are easier to compile.

Pros

Very quick digitizing documents, ease of use.

Cons

Moving documents around in the system could be better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Caroline Abel

Get Indio now, if you haven' yet

2019-10-29

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Travis Schwarzkopf

Bringing insurance into the modern age

2018-10-23

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more