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Recommended
Austin F.
Insurance, 11-50 employees
Used monthly for 6-12 months
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The ease of use, how all the forms are uploaded to the platform and the signature boxes are already set to the right locations. Very time saving.
I don't like how there is not an option to send any indio system emails through my email. Majority of the time clients either do not trust the email or it ends up going straight to junk mail. I usually have to send them a separate email letting them know to expect it.
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Insurance, 11-50 employees
Used weekly for less than 6 months
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Their document library is missing a lot of supplements for our specific line of business. Need to beef up and expedite that process.
Very user friendly and intuitive program.
Indio's process for getting applications and supplements converted into their system is extremely slow. Slow to the point that we can't work with approximately half of our clients but have already signed the contract. We are hamstrung and in a waiting pattern.