Other Insurance Software Resources
Discussions to expand your knowledge on Other Insurance Software
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Other Insurance Software Discussions
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Question on: Indio
Is there a way to require specific information?In an application, is there a way to require certain information to be completed?
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Yes, you can mark/indicate that a specific question is required and the client will not be able to advance to another page if any required items are left unanswered.
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Question on: Indio
Input the information form indio into Epic?I would love a tour of the system from the Indio team. I have a workbook from my company, but i feel like there has to be a more efficient way.
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Hey Terrell,
My organization uses Epic as well. The great thing about Indio is that it can pull information from the profile in Epic. One downfall is that it doesn't work the other way. Anything that comes from Indio has to be manually entered into Epic (supplementals, e-signature documents, etc.) We are hoping that it eventually becomes a two-way system, but it can be a while for that to happen!
Thanks,
Paige Allar
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Question on: Indio
How close are you to integrate with Agency Revolution or Hawksoft?I have asked the same question from our rep and was told it is not on the drawing board at this time. I would imagine it is a lot further down the road.
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