1. [Home](https://www.g2.com/) 2. ... 3. [Other Insurance Software](https://www.g2.com/categories/other-insurance) 4. [Epic Collaboration Portal Discussions](https://www.g2.com/products/epic-collaboration-portal/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9fcac03b31a99f1d3620e359f4b13824/epic-collaboration-portal.png "Product Avatar Image") ](/products/epic-collaboration-portal/reviews) [ Epic Collaboration Portal ](/products/epic-collaboration-portal/reviews) (134)4.6/5 Epic Collaboration Portal (formerly Indio) is part of Applied Epic®. Insurance applications still move by email, phone call and PDF, and every handoff with your client and in your agency loses detail. New business starts from a blank form, renewals ask clients to retype what they said last year, and your team rekeys all of it. Collect client information once and complete applications without the paper chase. Turn the traditionally cumbersome application process into a collaborative one. Insurance application software built into Applied Epic streamlines data gathering and digital submission of insurance forms. Key features: • Lead capture: Producers track new business in the same workspace where leads move to application. • Extensive forms library: Use more than 14,000 ACORD forms, carrier supplementals and custom agency questionnaires. • Smart question mapping: Map answers to every relevant question across forms, so nobody enters the same detail twice. • Carrier submission packets: A reviewed and signed application goes to one carrier or several at once, submitted by email or automatically via APIs. Show More * * * ### 70.0 Nps Score Already have Epic Collaboration Portal? ### All Epic Collaboration Portal Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - [ # What is Indio used for? ](/discussions/what-is-indio-used-for) What is Indio used for? [ Other Insurance Software ](https://www.g2.com/tags/other-insurance-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.&title=Epic+Collaboration+Portal+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Epic+Collaboration+Portal+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Epic+Collaboration+Portal+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss%0aAsk+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Epic+Collaboration+Portal+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss%0aAsk+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Michael S. C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael S. C.") MC Loading... [Michael S. C.](https://www.g2.com/users/759e8412-b31a-4b2d-af72-b57994690bf6 "Michael S. C.") • over 6 years ago Nonprofit Specialty: Churches, Schools-Private/Public, Social Service Agencies, and Missions Organizations Nonprofit Specialty: Churches, Schools-Private/Public, Social Service Agencies, and Missions Organizations More Options - [ # Can Indio add more and optional n/a option or text box so we can indicate that a question is n/a on acord apps. ](/discussions/25162-can-indio-add-more-and-optional-n-a-option-or-text-box-so-we-can-indicate-that-a-question-is-n-a-on-acord-apps) ? [ Other Insurance Software ](https://www.g2.com/tags/other-insurance-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.&title=Epic+Collaboration+Portal+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Epic+Collaboration+Portal+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Epic+Collaboration+Portal+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss%0aAsk+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Epic+Collaboration+Portal+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss%0aAsk+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Taryn H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Taryn H.") TH Loading... [Taryn H.](https://www.g2.com/users/8bbf034b-ec00-481f-98a5-498611dc1c96 "Taryn H.") • almost 7 years ago Underwriting Mechanist at Griswold & Griswold Insurance Agency, Inc. Underwriting Mechanist at Griswold & Griswold Insurance Agency, Inc. More Options - [ # Is there a way to require specific information? ](/discussions/is-there-a-way-to-require-specific-information) In an application, is there a way to require certain information to be completed? [ Other Insurance Software ](https://www.g2.com/tags/other-insurance-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.&title=Epic+Collaboration+Portal+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Epic+Collaboration+Portal+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Epic+Collaboration+Portal+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss%0aAsk+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Epic+Collaboration+Portal+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss%0aAsk+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") TJ Loading... [Terrell J.](https://www.g2.com/users/106655eb-e546-4f6e-ac21-b7f1f47cc6ab "Terrell J.") • almost 7 years ago Account Manager Account Manager More Options - [ # Input the information form indio into Epic? ](/discussions/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. [ Other Insurance Software ](https://www.g2.com/tags/other-insurance-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.&title=Epic+Collaboration+Portal+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Epic+Collaboration+Portal+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Epic+Collaboration+Portal+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss%0aAsk+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Epic+Collaboration+Portal+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss%0aAsk+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") LD Loading... [Lisa D.](https://www.g2.com/users/e7e90932-18a5-4e22-b274-db1161861a87 "Lisa D.") • over 7 years ago President President More Options - [ # How close are you to integrate with Agency Revolution or Hawksoft? ](/discussions/13238-how-close-are-you-to-integrate-with-agency-revolution-or-hawksoft) ? [ Other Insurance Software ](https://www.g2.com/tags/other-insurance-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.&title=Epic+Collaboration+Portal+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Epic+Collaboration+Portal+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Epic+Collaboration+Portal+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss%0aAsk+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Epic+Collaboration+Portal+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss%0aAsk+Epic+Collaboration+Portal+questions+and+get+answers+from+expert+users+in+our+Epic+Collaboration+Portal+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/epic-collaboration-portal/discussions/new?entry_point=discussions%23product) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/17664b1734a1e6ecfc57e9775b5a79ab/epic-collaboration-portal.svg "Product Avatar Image") ### Have you used Epic Collaboration Portal before? Answer a few questions to help the Epic Collaboration Portal community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fepic-collaboration-portal%2Fdiscuss%3Fsmall_ask%3Depic-collaboration-portal) No ## Top Contributors in Epic Collaboration Portal 1 ![Earl B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Earl B.") EB Loading... ### [Earl B.](https://www.g2.com/users/87164dd5-8082-4810-bc6a-776112b8b15e "Earl B.") President 2 pts 2 ![Leslie C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Leslie C.") LC Loading... ### [Leslie C.](https://www.g2.com/users/fcab0599-c9b6-4d51-878c-0303e7bdc6bf "Leslie C.") Commercial Lines Account Manager 1 pt 3 LD Loading... ### [Lisa D.](https://www.g2.com/users/e7e90932-18a5-4e22-b274-db1161861a87 "Lisa D.") President 1 pt 4 ![Paige A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paige A.") PA Loading... ### [Paige A.](https://www.g2.com/users/b73a3bb2-4bec-4287-882d-713bf3152065 "Paige A.") Insurance Agent 1 pt 5 ![Michael S. C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael S. C.") MC Loading... ### [Michael S. C.](https://www.g2.com/users/759e8412-b31a-4b2d-af72-b57994690bf6 "Michael S. C.") Church Insurance Agent 1 pt