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Ventiv Policy logo
0

Transform your approach to policy administration

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Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Ventiv Policy users   
No pros & cons found
Verity logo
0

Policy administration software for MGAs and carriers

visit website
Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Verity users   
No pros & cons found
Macaw logo
3.5
20

With Macaw AMS, you may not need a physical office any more.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.4
    Ease of use
    3.1
    Features
    3.0
    Customer support
    3.4
Pros and Cons from Macaw users   
avatar
avatar
+11
I like the ability to save documents and keeps notes for years.
Several areas are described poorly or difficult to understand. Wording should be more customer-friendly.
I like that it has finally come together and is becoming more user friendly for me and my team.
Not sure if this is an internal problem, but it takes forever for system changes to be made when we have requests.
I like that you can pull reports for renewals, you can link your phone system to it for ease of calls.
The reports are useless and much of it never updates.
I do like that we can customize the features we want that cater to our business, since it's so niche. It has come a long way since we first started using the system.
Searches are hard and does not include "city" as a primary field to search.
This is impressive for a 20 year old MGA who has to deal with online sales, executive sales, producer sales, underwriting, customer classification, policy administration and claims.
Our management tells us changes are very costly so they have to prioritize.
We have been able to combine multiple systems into a single system. By having combining multiple system we are able to save money as well as reduce overhead.
Random issues seem to occur all of the time - payment info disappears, PT ledgers don't work, etc.
Cloud based solution with customizations for my needs from vendor allowed us to downsize our IT staff and keep on top of cyber trends at a much better ROI.
Our users seem to be getting used to and able to navigate easier.
I like the ability to save documents and keeps notes for years.
Several areas are described poorly or difficult to understand. Wording should be more customer-friendly.
I like that it has finally come together and is becoming more user friendly for me and my team.
Not sure if this is an internal problem, but it takes forever for system changes to be made when we have requests.
I like that you can pull reports for renewals, you can link your phone system to it for ease of calls.
The reports are useless and much of it never updates.
I do like that we can customize the features we want that cater to our business, since it's so niche. It has come a long way since we first started using the system.
Searches are hard and does not include "city" as a primary field to search.
This is impressive for a 20 year old MGA who has to deal with online sales, executive sales, producer sales, underwriting, customer classification, policy administration and claims.
Our management tells us changes are very costly so they have to prioritize.
We have been able to combine multiple systems into a single system. By having combining multiple system we are able to save money as well as reduce overhead.
Random issues seem to occur all of the time - payment info disappears, PT ledgers don't work, etc.
Cloud based solution with customizations for my needs from vendor allowed us to downsize our IT staff and keep on top of cyber trends at a much better ROI.
Our users seem to be getting used to and able to navigate easier.
I like the ability to save documents and keeps notes for years.
Several areas are described poorly or difficult to understand. Wording should be more customer-friendly.
I like that it has finally come together and is becoming more user friendly for me and my team.
Not sure if this is an internal problem, but it takes forever for system changes to be made when we have requests.
I like that you can pull reports for renewals, you can link your phone system to it for ease of calls.
The reports are useless and much of it never updates.
I do like that we can customize the features we want that cater to our business, since it's so niche. It has come a long way since we first started using the system.
Searches are hard and does not include "city" as a primary field to search.
This is impressive for a 20 year old MGA who has to deal with online sales, executive sales, producer sales, underwriting, customer classification, policy administration and claims.
Our management tells us changes are very costly so they have to prioritize.
We have been able to combine multiple systems into a single system. By having combining multiple system we are able to save money as well as reduce overhead.
Random issues seem to occur all of the time - payment info disappears, PT ledgers don't work, etc.
Cloud based solution with customizations for my needs from vendor allowed us to downsize our IT staff and keep on top of cyber trends at a much better ROI.
Our users seem to be getting used to and able to navigate easier.
BindHQ logo
4.3
12

Agency Management Simplified

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.5
    Features
    4.2
    Customer support
    4.7
Pros and Cons from BindHQ users   
avatar
avatar
+7
I really enjoy using BHQ and it is very user friendly. The customer service team is always ready to help whenever needed that's a huge plus.
It's inability to populate forms such as Surplus lines disclosures.
I love the intuitiveness of the system. It was very easy to learn how to use the functions I use on a daily basis.
My particular station is on a platform (right word?) that is in need of upgrading / updating and, as such, I am running into mechanical problems, but I assume a fix is coming.
It's user friendly interface, as well as it's ability to link with email.
As a daily user of BindHQ i can confidently say that it's a user friendly, efficient program to use.
It's a great way to keep files organized and to document all correspondence for any account.
The product is friendly for the end-user and pulling reports for analysis, bank reconciliations, & etc is easy as pie.
We recently got the search option updated to include being able to search by invoice number rather than just by policy number or name and this has been extremely helpful.
BindHQ - Accounting Perspective - Every Accountant's Dream.
I really enjoy using BHQ and it is very user friendly. The customer service team is always ready to help whenever needed that's a huge plus.
It's inability to populate forms such as Surplus lines disclosures.
I love the intuitiveness of the system. It was very easy to learn how to use the functions I use on a daily basis.
My particular station is on a platform (right word?) that is in need of upgrading / updating and, as such, I am running into mechanical problems, but I assume a fix is coming.
It's user friendly interface, as well as it's ability to link with email.
As a daily user of BindHQ i can confidently say that it's a user friendly, efficient program to use.
It's a great way to keep files organized and to document all correspondence for any account.
The product is friendly for the end-user and pulling reports for analysis, bank reconciliations, & etc is easy as pie.
We recently got the search option updated to include being able to search by invoice number rather than just by policy number or name and this has been extremely helpful.
BindHQ - Accounting Perspective - Every Accountant's Dream.
I really enjoy using BHQ and it is very user friendly. The customer service team is always ready to help whenever needed that's a huge plus.
It's inability to populate forms such as Surplus lines disclosures.
I love the intuitiveness of the system. It was very easy to learn how to use the functions I use on a daily basis.
My particular station is on a platform (right word?) that is in need of upgrading / updating and, as such, I am running into mechanical problems, but I assume a fix is coming.
It's user friendly interface, as well as it's ability to link with email.
As a daily user of BindHQ i can confidently say that it's a user friendly, efficient program to use.
It's a great way to keep files organized and to document all correspondence for any account.
The product is friendly for the end-user and pulling reports for analysis, bank reconciliations, & etc is easy as pie.
We recently got the search option updated to include being able to search by invoice number rather than just by policy number or name and this has been extremely helpful.
BindHQ - Accounting Perspective - Every Accountant's Dream.
Mercury logo
5.0
2

Claims processing and insurance underwriting software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    5.0
    Features
    5.0
    Customer support
    5.0
Pros and Cons from Mercury users   
No pros & cons found
FileHandler Enterprise logo
4.7
14

Cloud-based claims processing and risk management software

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.7
    Features
    4.3
    Customer support
    4.9
Pros and Cons from FileHandler Enterprise users   
+11
They are personable and quick to respond. You feel connected to them and they seem eager to help you make the best use of their system.
Dashboard functionality was misleading. We moved to Enterprise for clients but it has taken us a year and we still don't have all of the dashboards our clients requested.
We have utilized JW Software for the past 20 years and they have been outstanding in all aspects.
Now we have to program upgrades in Legacy (for staff) and Enterprise (for clients). There is no mobile app for inured workers to access claim information.
FileHandler Enterprise - Best fit solution and amazing support staff.
We were hesitant to go with a smaller developer for future development, but that worry was for nothing. We couldn't be more pleased with how our experience with JW Software/FileHandler has been.
Filehandler supported our transition to paperless and allowed our users to work remotely. JW has great support staff.
The version we are on is now considered legacy, forcing a costly upgrade to a newer version in the future.
Very intuitive and user-friendly. JW has been wonderful with customizing features to suit our specific needs.
Excellent Product offered by an Excellent Company.
Front end interface is user friendly and easy to navigate. Filehandler is scalable and customizable to fit our multi line type of business.
Very successful program & has allowed for enhanced relationships with external parties for auditing and oversight of claims.
FileHandler is a very user-friendly, efficient and reliable claims operating system.
I have used FH since the mid 90s JW Software has been very responsive in adapting FH to increasingly demanding regulatory requirements and has implemented changes to suit our needs.
They are personable and quick to respond. You feel connected to them and they seem eager to help you make the best use of their system.
Dashboard functionality was misleading. We moved to Enterprise for clients but it has taken us a year and we still don't have all of the dashboards our clients requested.
We have utilized JW Software for the past 20 years and they have been outstanding in all aspects.
Now we have to program upgrades in Legacy (for staff) and Enterprise (for clients). There is no mobile app for inured workers to access claim information.
FileHandler Enterprise - Best fit solution and amazing support staff.
We were hesitant to go with a smaller developer for future development, but that worry was for nothing. We couldn't be more pleased with how our experience with JW Software/FileHandler has been.
Filehandler supported our transition to paperless and allowed our users to work remotely. JW has great support staff.
The version we are on is now considered legacy, forcing a costly upgrade to a newer version in the future.
Very intuitive and user-friendly. JW has been wonderful with customizing features to suit our specific needs.
Excellent Product offered by an Excellent Company.
Front end interface is user friendly and easy to navigate. Filehandler is scalable and customizable to fit our multi line type of business.
Very successful program & has allowed for enhanced relationships with external parties for auditing and oversight of claims.
FileHandler is a very user-friendly, efficient and reliable claims operating system.
I have used FH since the mid 90s JW Software has been very responsive in adapting FH to increasingly demanding regulatory requirements and has implemented changes to suit our needs.
They are personable and quick to respond. You feel connected to them and they seem eager to help you make the best use of their system.
Dashboard functionality was misleading. We moved to Enterprise for clients but it has taken us a year and we still don't have all of the dashboards our clients requested.
We have utilized JW Software for the past 20 years and they have been outstanding in all aspects.
Now we have to program upgrades in Legacy (for staff) and Enterprise (for clients). There is no mobile app for inured workers to access claim information.
FileHandler Enterprise - Best fit solution and amazing support staff.
We were hesitant to go with a smaller developer for future development, but that worry was for nothing. We couldn't be more pleased with how our experience with JW Software/FileHandler has been.
Filehandler supported our transition to paperless and allowed our users to work remotely. JW has great support staff.
The version we are on is now considered legacy, forcing a costly upgrade to a newer version in the future.
Very intuitive and user-friendly. JW has been wonderful with customizing features to suit our specific needs.
Excellent Product offered by an Excellent Company.
Front end interface is user friendly and easy to navigate. Filehandler is scalable and customizable to fit our multi line type of business.
Very successful program & has allowed for enhanced relationships with external parties for auditing and oversight of claims.
FileHandler is a very user-friendly, efficient and reliable claims operating system.
I have used FH since the mid 90s JW Software has been very responsive in adapting FH to increasingly demanding regulatory requirements and has implemented changes to suit our needs.
Jenesis Software logo
4.7
270

Insurance agency management solution

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.6
    Customer support
    4.9
Pros and Cons from Jenesis Software users   
avatar
+15
The technical support team does a great job about helping with any questions or making changes to software to better serve agencies.
I started in the insurance business on jenesis and now all other systems are ruined for me.
What I liked most about the software was the ease of use.
Also one issue we have had problems with is when we go in to make a change it is not processed sometimes at the time it is done. Especially if a renewal offer is already in place.
This is very easy to use software. I liked the personal help you get from the Jenesis team.
The updates block us form quoting and downloads and we have to call they get us up and running really fast though.
It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.
In the five years there have been minor problems, usually new users in the agency have created, but the Jenesis staff have helped us to figure out what happened and fixed them.
The functionality is super easy to learn and use on a daily basis. Any issues you have can be dealt with immediately with he chat function.
I find it very user-friendly and clear. The support staff are always helpful and return information very promptly.
I like the simplicity of the system. It makes being able to process policies fast and easy.
Overall I would say Jenesis is very helpful and easy to understand how to use the site. Everything is labeled very well and easy to read.
We have really enjoyed using Genesis and getting help when needed.
My training process with Jenesis has been great.
The integration their software uses to interface with our providers is a HUGE help.
The software will excel your agency to the next level. Pricing is very competitive, and customer service is unmatched.
Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies.
Very easy to use and friendly. Integrated email and system letters.
The technical support team does a great job about helping with any questions or making changes to software to better serve agencies.
I started in the insurance business on jenesis and now all other systems are ruined for me.
What I liked most about the software was the ease of use.
Also one issue we have had problems with is when we go in to make a change it is not processed sometimes at the time it is done. Especially if a renewal offer is already in place.
This is very easy to use software. I liked the personal help you get from the Jenesis team.
The updates block us form quoting and downloads and we have to call they get us up and running really fast though.
It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.
In the five years there have been minor problems, usually new users in the agency have created, but the Jenesis staff have helped us to figure out what happened and fixed them.
The functionality is super easy to learn and use on a daily basis. Any issues you have can be dealt with immediately with he chat function.
I find it very user-friendly and clear. The support staff are always helpful and return information very promptly.
I like the simplicity of the system. It makes being able to process policies fast and easy.
Overall I would say Jenesis is very helpful and easy to understand how to use the site. Everything is labeled very well and easy to read.
We have really enjoyed using Genesis and getting help when needed.
My training process with Jenesis has been great.
The integration their software uses to interface with our providers is a HUGE help.
The software will excel your agency to the next level. Pricing is very competitive, and customer service is unmatched.
Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies.
Very easy to use and friendly. Integrated email and system letters.
The technical support team does a great job about helping with any questions or making changes to software to better serve agencies.
I started in the insurance business on jenesis and now all other systems are ruined for me.
What I liked most about the software was the ease of use.
Also one issue we have had problems with is when we go in to make a change it is not processed sometimes at the time it is done. Especially if a renewal offer is already in place.
This is very easy to use software. I liked the personal help you get from the Jenesis team.
The updates block us form quoting and downloads and we have to call they get us up and running really fast though.
It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.
In the five years there have been minor problems, usually new users in the agency have created, but the Jenesis staff have helped us to figure out what happened and fixed them.
The functionality is super easy to learn and use on a daily basis. Any issues you have can be dealt with immediately with he chat function.
I find it very user-friendly and clear. The support staff are always helpful and return information very promptly.
I like the simplicity of the system. It makes being able to process policies fast and easy.
Overall I would say Jenesis is very helpful and easy to understand how to use the site. Everything is labeled very well and easy to read.
We have really enjoyed using Genesis and getting help when needed.
My training process with Jenesis has been great.
The integration their software uses to interface with our providers is a HUGE help.
The software will excel your agency to the next level. Pricing is very competitive, and customer service is unmatched.
Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies.
Very easy to use and friendly. Integrated email and system letters.
EZLynx logo
3.7
67

Your most productive employee.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.3
    Ease of use
    3.6
    Features
    3.3
    Customer support
    3.3
Pros and Cons from EZLynx users   
avatar
avatar
avatar
+15
This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.
Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.
It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.
The support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back.
Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.
I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.
Overall, it was a great program. Tutorials were very helpful.
Trying to build a new report is even worse. The customer support for reporting is non-existent.
I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.
Obtaining accurate reports is very difficult. They are often broken and will timeout during download.
Very easy to use and very helpful when extracting monthly reports.
They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having.
Easy navigation, better learning and easy access.
The data loss is literally stopping my job until our reporting issues are fixed.
Reports are very helpful. Email campaigns helps us grow.
Report function and CMS are weak. I am not a "report" person but what we have available is subpar.
EZlynx has a ton of features. I really like that you can go directly from someones account and to quoting.
We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.
This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.
Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.
It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.
The support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back.
Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.
I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.
Overall, it was a great program. Tutorials were very helpful.
Trying to build a new report is even worse. The customer support for reporting is non-existent.
I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.
Obtaining accurate reports is very difficult. They are often broken and will timeout during download.
Very easy to use and very helpful when extracting monthly reports.
They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having.
Easy navigation, better learning and easy access.
The data loss is literally stopping my job until our reporting issues are fixed.
Reports are very helpful. Email campaigns helps us grow.
Report function and CMS are weak. I am not a "report" person but what we have available is subpar.
EZlynx has a ton of features. I really like that you can go directly from someones account and to quoting.
We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.
This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.
Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.
It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.
The support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back.
Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.
I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.
Overall, it was a great program. Tutorials were very helpful.
Trying to build a new report is even worse. The customer support for reporting is non-existent.
I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.
Obtaining accurate reports is very difficult. They are often broken and will timeout during download.
Very easy to use and very helpful when extracting monthly reports.
They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having.
Easy navigation, better learning and easy access.
The data loss is literally stopping my job until our reporting issues are fixed.
Reports are very helpful. Email campaigns helps us grow.
Report function and CMS are weak. I am not a "report" person but what we have available is subpar.
EZlynx has a ton of features. I really like that you can go directly from someones account and to quoting.
We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.
Surefyre logo
4.7
17

Cloud-based customer relationship management (CRM) solution

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.6
    Features
    4.6
    Customer support
    4.7
Pros and Cons from Surefyre users   
avatar
avatar
avatar
+10
Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.
Very difficult to get into at first, once you get the hang of it then it is very easy. Until then, it can be frustrating.
I didn't think we could find this kind of software and service for the money. I am impressed and highly satisfied.
Since our last CRM was so simple and rigid, it was difficult to learn all of the different ways we could use the system.
Truly excellent software that has streamlined our process and increased productivity substantially.
Nothing, and I can't stress this enough, NOTHING works.
It's easy to learn, quick and easy to navigate and awesome to use.
Amazing product with customer service that is above and beyond.
Every single piece of information that I need can be found on this software thanks to my company and the developers.
User friendly system that allows intergration with other systems for enrollment services. This system allows customization with reporting, layout, etc.
Surefyre is easy to use and able to integrate with other systems we use. Their team is always open to suggestions and will work with you so it fits your needs.
Easy to add products with a status "Deal Close/Quoted/2nd Call/Docs Out" and their corresponding prices when the sale is closed. Easily generate excel reports for each salesperson, product etc.
Anybody with any relevant office experience should be able to learn easily. Google integrated and internet based platform with tabs for outbound email and click to add calendar.
Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.
Very difficult to get into at first, once you get the hang of it then it is very easy. Until then, it can be frustrating.
I didn't think we could find this kind of software and service for the money. I am impressed and highly satisfied.
Since our last CRM was so simple and rigid, it was difficult to learn all of the different ways we could use the system.
Truly excellent software that has streamlined our process and increased productivity substantially.
Nothing, and I can't stress this enough, NOTHING works.
It's easy to learn, quick and easy to navigate and awesome to use.
Amazing product with customer service that is above and beyond.
Every single piece of information that I need can be found on this software thanks to my company and the developers.
User friendly system that allows intergration with other systems for enrollment services. This system allows customization with reporting, layout, etc.
Surefyre is easy to use and able to integrate with other systems we use. Their team is always open to suggestions and will work with you so it fits your needs.
Easy to add products with a status "Deal Close/Quoted/2nd Call/Docs Out" and their corresponding prices when the sale is closed. Easily generate excel reports for each salesperson, product etc.
Anybody with any relevant office experience should be able to learn easily. Google integrated and internet based platform with tabs for outbound email and click to add calendar.
Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.
Very difficult to get into at first, once you get the hang of it then it is very easy. Until then, it can be frustrating.
I didn't think we could find this kind of software and service for the money. I am impressed and highly satisfied.
Since our last CRM was so simple and rigid, it was difficult to learn all of the different ways we could use the system.
Truly excellent software that has streamlined our process and increased productivity substantially.
Nothing, and I can't stress this enough, NOTHING works.
It's easy to learn, quick and easy to navigate and awesome to use.
Amazing product with customer service that is above and beyond.
Every single piece of information that I need can be found on this software thanks to my company and the developers.
User friendly system that allows intergration with other systems for enrollment services. This system allows customization with reporting, layout, etc.
Surefyre is easy to use and able to integrate with other systems we use. Their team is always open to suggestions and will work with you so it fits your needs.
Easy to add products with a status "Deal Close/Quoted/2nd Call/Docs Out" and their corresponding prices when the sale is closed. Easily generate excel reports for each salesperson, product etc.
Anybody with any relevant office experience should be able to learn easily. Google integrated and internet based platform with tabs for outbound email and click to add calendar.
Content Cloud logo
4.0
3

Content management & delivery system for insurance industry

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.0
    Ease of use
    4.3
    Features
    4.0
    Customer support
    2.0
Pros and Cons from Content Cloud users   
No pros & cons found
Indio logo
4.5
230

Cloud-based solution for insurance application & renewal

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.4
    Features
    4.3
    Customer support
    4.6
Pros and Cons from Indio users   
+15
We have been thrilled with the way in which Indio has modernized and streamlined our Commercial Renewal Process.
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.
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.
My only complaint is that we didn't implement this sooner.
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.
There was not a lot of training when it was first implemented. Therefore, the first two months was just trail and error.
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.
Frequency of reminders tends to frustrate Clients.
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.
Indio is very easy to navigate. Our insured are enjoying the ease of completing their applications online in one simpe platform.
Indio is a great Software to use with great customer service.
The service and support team has been outstanding.
It was helpful and saved us time an money with sending applications and forms by mail.
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.
It is very easy to Pick up and the integration was easy to understand.
Overall, it has been a good experience, but wish it was better to make up for the overall cost for the services.
We have been thrilled with the way in which Indio has modernized and streamlined our Commercial Renewal Process.
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.
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.
My only complaint is that we didn't implement this sooner.
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.
There was not a lot of training when it was first implemented. Therefore, the first two months was just trail and error.
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.
Frequency of reminders tends to frustrate Clients.
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.
Indio is very easy to navigate. Our insured are enjoying the ease of completing their applications online in one simpe platform.
Indio is a great Software to use with great customer service.
The service and support team has been outstanding.
It was helpful and saved us time an money with sending applications and forms by mail.
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.
It is very easy to Pick up and the integration was easy to understand.
Overall, it has been a good experience, but wish it was better to make up for the overall cost for the services.
We have been thrilled with the way in which Indio has modernized and streamlined our Commercial Renewal Process.
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.
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.
My only complaint is that we didn't implement this sooner.
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.
There was not a lot of training when it was first implemented. Therefore, the first two months was just trail and error.
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.
Frequency of reminders tends to frustrate Clients.
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.
Indio is very easy to navigate. Our insured are enjoying the ease of completing their applications online in one simpe platform.
Indio is a great Software to use with great customer service.
The service and support team has been outstanding.
It was helpful and saved us time an money with sending applications and forms by mail.
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.
It is very easy to Pick up and the integration was easy to understand.
Overall, it has been a good experience, but wish it was better to make up for the overall cost for the services.