# Indio Reviews **Vendor:** Indio Technologies **Category:** [Other Insurance Software](https://www.g2.com/categories/other-insurance) **Average Rating:** 4.6/5.0 **Total Reviews:** 131 ## About Indio Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure. The white-labeled platform comes pre-loaded with a library of 10,000 digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secure document sharing. ## Indio Reviews ### 1. Great e-signature platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2024 **What do you like best about Indio?** ability to maintain and update documents year over year **What do you dislike about Indio?** if you need to edit a document after it's loaded for e-signature, you have to delete the entire signature and re-do. **What problems is Indio solving and how is that benefiting you?** helps maintain applications year over year; and has a decent e-signature capability ### 2. Great tool for submissions and forms **Rating:** 4.0/5.0 stars **Reviewed by:** Mechelle S. | Insurance Agent, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Indio?** It makes it faster and easier to attach forms for clients to review, complete and sign. **What do you dislike about Indio?** All the set up but that's with anything. **What problems is Indio solving and how is that benefiting you?** Makes it way faster to find and send forms to clients. It pulls all the information from file without me wasting time retyping. ### 3. INDIO IS A GAME CHANGER **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole (Nikki) E. | Commercial Lines Team Leader - Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2024 **What do you like best about Indio?** To be Honest, implimenting Indio seems like more work to most people that start utilizing this App. What they dont realize is the time it takes to enter this info in to the system and to review the apps before sent to the client to help updated the info you already have in the clients file, Is actually going to be about the same time It takes to have the insured complete apps and Review these apps with the client etc. and this helps reduce our time spent explaining the App process to cilents. the Clients can complete from EVERYWERE they are allowed to have a phone. and it helps to document the whole process. This is a big Help for E&O Prevention. After first year it is a HUGE TIME Saver - LOVE INDIO Once you get used to the Indio capabilitites this program can be used for so much more. we also Love how it helps us stand out from other agencies. it elevates our customer service and support above the rest of the agencies that are not using it. the insureds love being able to start and stop the app when ever they want. the Amount of time they take to complete the apps is greatly reduced due to the app being available everywhere. It helps us Provide our customers better Service. GIving us more time to focus on the client. **What do you dislike about Indio?** There is not much i dont like about indio. I would have to say we have an issue with EPIC and Indio talking to eachother some times. RIght now indio is not sending info back to epic after our insured compeltes there Updated Templates (Auto Schedules, Drivers Schedules, Location changes, Payroll and sales updates). We are trying to figure out why but it would be nice if this was a bit easier. i know that indio is mapped to go to certain fields and we have created our own templates but still not working. **What problems is Indio solving and how is that benefiting you?** this gave us a formate to be in the Current century with technology. EVERY where we go they are Implimenting paperless. this helps to truely be paperless. it gives us a formate to collect information on a prospect we are marketing. we use it for signing documents. Creating a new business form for commercial and personal lines. WE also use this to Provide applications for new prospects. THe REnewal process has become so easy, we simply created our own templets and then we send the whole submission with the apps needed to the client. to review their payrolls, Auto Sch, Equip Sch, Drivers Sch, Updated payrolls & sales, updating locations information (it can be used to replate the Summary of insurance to review with a client for changes prior to renewal. Updates should upload in to Epic but for some reason we have an issue here. ### 4. An Amazing Experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Eduardo R. | Sales Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2023 **What do you like best about Indio?** The friendly way of the website is easy to understand; what a great way to import and export data from primary sources and to have every submission ready on time for our clients and providers! **What do you dislike about Indio?** Still taking some step-to-step things, there have been issues related to specific data to be imported from one tab to another and information input missing when attaching it to different sides of Indio itself. **What problems is Indio solving and how is that benefiting you?** Saves lots of time! Its easy interface helps reaching out several contacts with just one click, it's easy to get documents signed by our clients and to get responses from our providers as well. ### 5. Indio is one of the best additions to the Applied family of products. **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica B. | Account Manager Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Indio?** I love how it's designed to make the customer's life easier, and just happens to also make the account manager's life easier. My favorite part is the reports of the changes made to the schedules. **What do you dislike about Indio?** I wish that you could pull attachments from Epic direct into Indio. Other than that, I really enjoy how it works. **What problems is Indio solving and how is that benefiting you?** Makes the renewal process easier for my customers. The supplemental applications on renewal are so simple for the clients, that I often have them calling me to make sure they aren't misisng something since they are so used to these things taking so much more of their time. I also like the clean & crisp way we can get the changes to the schedules back which is much better than how we used to do things. ### 6. What we were waiting for since the 80's **Rating:** 5.0/5.0 stars **Reviewed by:** Ronald D. | Large Account Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** Indio is what we have been waiting for. Many Surplus lines applications (and even ACORD) look EXTREMELY complicated in their printed form. But with Indio turning these into a list of questions that an insured can answer on line with the click of a mouse or typing a few words in a box, and they can attach documents that are too large to email, as the average everyday person is NOT always versed in things such as ZIP Files, photo files, pdf's and etc. The automation of the complex Surplus and Excess Lines applications into a easy to use (for the client) electronic form. And the online signature without all the eSignature set and whatnot is excellent!!! **What do you dislike about Indio?** More complex accounts are not as easily done through Indio due to limitations of (for example) only one type of worksheets. Larger ($200,000) accounts may have multiple policies of the same type. E.g. they may have multiple property policies, but you can only have one Property spreadsheet per submission, so the workaround is to create multiple submissions for the insured to view through. But this is getting better. **What problems is Indio solving and how is that benefiting you?** I have worked on so many. We haven't really had any "Problems" Their service is great, and they are very fast to respond to issues. There is not really much that I can put here. ### 7. Ease of Use **Rating:** 4.5/5.0 stars **Reviewed by:** Heather W. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 25, 2021 **What do you like best about Indio?** I love the ease of use of Indio. The client-side of the interface allows for less confusion than sending a blank application with additional notes to the client to let them know of areas that may not apply to them. You can hide regions that may not apply to this specific client, and the form is clean when made into a PDF document. **What do you dislike about Indio?** I would like if my agency would use Indio to its fullest capability. I just found out about being able to add last year's PDF document so the client can compare their current responses to last year, and that was huge. Sad I didn't know about it sooner. **What problems is Indio solving and how is that benefiting you?** Indio has allowed me to monitor my client's activity within the program so I can also check to see if they might be needing some assistance with some regions of the applications. It allows me to see what they see and make sure they are completing required areas within the applications. ### 8. Easy and efficient! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2019 **What do you like best about Indio?** The fact that my clients don't have to fill out the same information over and over again. **What do you dislike about Indio?** The capability to upload my own excel workbook instead of pulling from epic, which is currently being updated so this will turn into a like. **Recommendations to others considering Indio:** No, the only recommendation I had regarding uploading workbooks is currently in the works. Indio is awsome! **What problems is Indio solving and how is that benefiting you?** I save time requesting applications from the carrier. The client has completed applications to refer to, which saves the client time as well. ### 9. Everything is really great- except the mapping **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2020 **What do you like best about Indio?** Love having all applications in one place and that they are updated fairly quickly, the ability for the insured to sign the application, and the reminders. Indio gets basically everything right, but their mapping. **What do you dislike about Indio?** The mapping needs HUGE improvements. We are coming up on our first year of renewals,a nd of course the application revisions have changed. Th renewal should copy over all information from the expiring year to the renewal. The applications are never that different, but we have minimal mapping from one year's application to the next . Not to mention the minimal mapping between each company's application. I wish they could get this sorted out. **Recommendations to others considering Indio:** If you are looking to have renewal application and schedules all in one place this is great. If you have to fill out multiple applications for the same insured, be aware that mapping is not complete and you will end up entering information on each application. **What problems is Indio solving and how is that benefiting you?** We run into a wall with the mapping issues, i am not sure what all the background details on the mapping, but this part of their platform may need some tweaking. Everything else is a benefit and we love that part. Frustrated with mapping. ### 10. Streamline Application Process **Rating:** 5.0/5.0 stars **Reviewed by:** Earl B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2020 **What do you like best about Indio?** When I first was introduced to Indio, the price was what kept me away. I was totally intrigued by the concept and thought it would be very beneficial to an agency. Being able to send a link to my customer / prospect was a game changer. As a niche marketer we do not depend on the business in the local area to survive. We reach across the Southeast to market our product. It is difficult with that type of reach to conduct business on a face to face basis. our top 3 for Indio are: 1. Ability to send a streamlined application process to our prospect or customer. 2. The return app comes to us e-signed and ready to submit to the carrier. 3. The ability to require certain needed information for the application process. **What do you dislike about Indio?** The on boarding process is cumbersome for an intuitive product like this. Seems that there are a lot of people in the background. could be a smoother process. The length of time to get up and running after payment is too long. The ability to export the information to our agency management system is not available. Some forms do not map correctly in the system. **Recommendations to others considering Indio:** Implementation time frame is a bit long in my opinion. **What problems is Indio solving and how is that benefiting you?** The ease of marketing to our prospects and get completed applications in a timely fashion is great! ### 11. Great for Obtaining Updates and Supplemental Applications **Rating:** 5.0/5.0 stars **Reviewed by:** Jacqueline B. | Software Technology Trainer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2021 **What do you like best about Indio?** There are many pros to using Indio, such as: receiving color-coded changes submitted by the insured, supplemental applications smart mapping between one another (as you're completing one supplemental, others with the same questions are being pre-filled), and obtaining electronic signatures. The program is very user-friendly for both the agency as well as the insured. The staff are extremely friendly and helpful - they have a chat feature within the program and are very knowledgeable in their product. There are numerous supplemental applications to choose from; however, if there's one missing, they will add it for you within a reasonable time frame. **What do you dislike about Indio?** I honestly have no dislikes regarding Indio. **What problems is Indio solving and how is that benefiting you?** We recently had an Issue with the ACORD 130 FL not importing information from EPIC, and the staff corrected the issue within a reasonable time frame. ### 12. User-friendly and efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2021 **What do you like best about Indio?** The interface is very straightforward and easy to use. I also really appreciate the fact that they have a wide variety of forms and applications already uploaded into their system, which makes the marketing/renewal submission process so much easier and more efficient on both the agent and client end. **What do you dislike about Indio?** If a form needs to be uploaded into their system, the turnaround time can be a little long--it can take up to 10 business days, in some cases. **Recommendations to others considering Indio:** The Indio interface is very user-friendly--however, to get the most out of it, I would recommend setting up an employee training session with the company. I took part in their training process, and it helped immensely. **What problems is Indio solving and how is that benefiting you?** In the past, our office would email PDF forms for signature and applications for completion to the client, which sometimes became a complicated or unnecessarily lengthy process when the client did not have the capability to print and/or scan in documents to send back to us. The fact that we now have the capability to collect e-signatures from clients and collaboratively work on forms/applications via the Indio system has increased efficiency and ease on our and their end. ### 13. Streamlined our processes **Rating:** 5.0/5.0 stars **Reviewed by:** Samuel S. | Equity Partner/Commercial Lines Producer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2020 **What do you like best about Indio?** Indio has taken a lot of the back and forth time taking work off of my desk. With so many supplemental apps preloaded and integrated e-signatures, Indio makes app signing and completing simple for my clients. My time is no longer spent completing each carrier's proprietary supplemental application but can now be spent on growing my business or spending time on other details that matter. **What do you dislike about Indio?** If a supplemental app isn’t already loaded in the system it can take 24-48 hours. **Recommendations to others considering Indio:** Give it a shot. It has done a lot for us **What problems is Indio solving and how is that benefiting you?** Streamlined updating of apps for renewals, client access to docs, and allows for more effective use of time. Easily and correctly accept e-signatures. ### 14. Great Business Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** The seamless integration of Indio with other products we use, such as Applied Epic, makes communicating with our customers fast, convenient, and straightforward. Sending forms to our clients is a breeze with Indio and having control over form personalization for different clients is a game-changer for our organization. Preparing quotes for clients is easy with Indio as it frees up time our staff would usually use gathering information from clients. Our organization can focus our time and energy much more efficiently with the use of Indio. **What do you dislike about Indio?** I don't have any dislikes with Indio. The program is lovely to use, and the support team is always available if you have any issues and constantly updates the program with client suggestions. **Recommendations to others considering Indio:** I would highly recommend Indio Technologies to others looking for ease of form submission and electronic signatures. **What problems is Indio solving and how is that benefiting you?** Using Indio Technologies has allowed us to make quoting a simplier and more efficient process by allowing the client to fill out forms and submit them once complete. It has provided a tool that helps us stay focused on what we are working on while still addressing requests for quotes. It has saved our office a lot of previously wasted time on clients who were shopping around for quotes, as we are not spending any time on a potential client until they have provided all of the necessary information. It has also elevated a lot of back and forth between clients and brokers. ### 15. Game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Erin T. | Vice President Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2021 **What do you like best about Indio?** Indio has cut our processing time in half and is super user-friendly. **What do you dislike about Indio?** At this time, we do not have any dislikes. **Recommendations to others considering Indio:** I would say, take the leap. All the application we have needed are already on the system. If not, they can add them fairly quickly. This added technology saves us so much time and makes us look so streamlined and advanced. **What problems is Indio solving and how is that benefiting you?** There is no need to have an extra employee for pre-filling applications and to submit. ### 16. Indio's the best! **Rating:** 5.0/5.0 stars **Reviewed by:** Adam M. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Indio?** The simplicity of carrying out the compiling of info from our clients and prospects. They take boring and confusing apps & supplementals and make them easy to complete. **What do you dislike about Indio?** It would be great to be able to build custom forms on our own, rather than submitting them for conversion to their team **What problems is Indio solving and how is that benefiting you?** We've closed the gap on waiting forever or clients to complete supplementals and questionnaires by using Indio. Because of that, we have better info on file and our whole process has sped up. Also, they are all electronically signed and documented for our Agency's protection! ### 17. Great base, but needs work **Rating:** 4.0/5.0 stars **Reviewed by:** Ibrahim A. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** Ability to complete applications digitally. **What do you dislike about Indio?** There are a ton of applications. Very hard to find the one you need. Things aren't organized properly. The new marketing feature is crap. Support is only via email, would prefer to phone call with them. Whenever I email support for a small issue, they write an entire essay back, super confusing and as a business owner I dont have the time to read everything they write. I always have problems whenever two people need to sign the same document. Everything looks cool in principal, but it doesn't work well in actuality. **What problems is Indio solving and how is that benefiting you?** Benefits are that my applications are much quicker to do. Used to be very difficult to get applications done, but now its seamless. Its easy to get esignatures on things as well. ### 18. Helpful! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2021 **What do you like best about Indio?** Easy to complete applications and like that it will pre-populate information from previous year. **What do you dislike about Indio?** Not all questions on application show on imported Indio application and makes some dificulty. **What problems is Indio solving and how is that benefiting you?** Electronic Signature ### 19. Kenny Green Indio review **Rating:** 4.5/5.0 stars **Reviewed by:** Kenny G. **Reviewed Date:** June 04, 2021 ### 20. Great program but learning curve **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2019 **What do you like best about Indio?** The accessibility to supplemental insurance applications is awesome. Having all of the apps in one place makes it easy to select and forward to our clients for completion. **What do you dislike about Indio?** Once a document is sent out, follow up reminders aren’t sent out for weeks at a time. While this is a feature that can be changed, it should start out at 3 days or less. **Recommendations to others considering Indio:** Updated user manual sent to users when changes are implemented. **What problems is Indio solving and how is that benefiting you?** Some of the supplemental applications are not listed in the system. When submitting a request to get one digitized, the turn around time was supposed to be 10-15 business days. It is currently running more like 30-45 business days. ### 21. Indio is Awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** Carrie M. | Quality Control Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** The team at Indio provides exceptional customer service. They are with their clients each step of the way. The software is user friendly and has improved our agency's functioning. **What do you dislike about Indio?** N/A - Our agency loves Indio! We have no complaints. **What problems is Indio solving and how is that benefiting you?** Indio has significantly improved our application process. It gives our client a one-stop portal and can imagine that we will continue to find helpful ways that Indio can reach our agency and customers. ### 22. Indio - User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Chloe E. | Benefits Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Indio?** The EPIC integration, simplicity of applications, e-signatures and collecting all signed documents in one page. **What do you dislike about Indio?** The E-Signature part is a bit confusing for our clients. The 2-factor authentication is nice, but confusing. **What problems is Indio solving and how is that benefiting you?** Getting electronically signed documents quickly. ### 23. Senior Account Executive **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany G. | Senior Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Indio?** It is very helpful that Indio is integrated with EPIC **What do you dislike about Indio?** I wish it was easier to pull a book of business with true premiums **What problems is Indio solving and how is that benefiting you?** Having Indio integrated with EPIC streamlines our workflow ### 24. Spectacular **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** What I like the best is how friendly & efficient the team is, always willing to help out & the valuable part of sending forms to the clients, easy-going program. **What do you dislike about Indio?** Nothing, I will recommend bettering the signature part of the software sometimes is not user friendly, meaning it is easy to use which I love but to adjust the settings, like stretching the lines to sign, date, etc., is hard to do, I wish it would be a little more like adobe. Overall I love Indio. **What problems is Indio solving and how is that benefiting you?** No problems, quick on getting applications back for clients. ### 25. Indio is allowing us to develop a stronger digital deliver system and digital workflows. **Rating:** 4.0/5.0 stars **Reviewed by:** Buck O. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2020 **What do you like best about Indio?** The Indio interface with prospects and clients **What do you dislike about Indio?** Some system limitations when sharing data from forms & workbooks **Recommendations to others considering Indio:** New challenges and opportunities are fore front with the acquisition of Indio by Applied Systems **What problems is Indio solving and how is that benefiting you?** Easier renewal workflows and better client interactions. The product allows us to capture and share data more efficiently. ### 26. Indio pulls information that is not needed. **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** Files all of my signed forms in chronological order **What do you dislike about Indio?** It makes my client use a passcode that I am not aware of and often get calls back asking for the passcode. I do not like that it does not direct the client to scroll all the way to the bottom to submit. They think once they hit done on the signature that it is complete when it is not **What problems is Indio solving and how is that benefiting you?** none really... benefit is i can go back to my signed documents if i need to ### 27. Indio is an easy and effective way to get clients to sign their documents. **Rating:** 4.5/5.0 stars **Reviewed by:** Vanessa T. | Sr. Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** Ability to upload any document for signature **What do you dislike about Indio?** Sometimes the importing process does not work correctly. **What problems is Indio solving and how is that benefiting you?** We no longer have to receive photo emails of signed documents from insureds who cannot visit the office. This way, they can sign online without printing, scanning, and emailing back the documents. ### 28. The ease of doing anything in Indio is very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Kymberly C. | A, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** I like that INDIO can store any and all forms that we send out to our clients **What do you dislike about Indio?** I have no dislikes, Indio is easy to navigate **What problems is Indio solving and how is that benefiting you?** The benefits are endless. All our forms are in Indio, and we can easily access them, send them to clients. ### 29. Simplify Data Collection **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** Indio is great as a tool to have a comprehensive collective of data needed from clients that allows updating and making changes more simplified. Its feature of sending reminders and notifications is fabulous as well. **What do you dislike about Indio?** Some of their buttons could be more clear when a client is trying to delete something....perhaps some set options that are visible? Also, with some larger schedules, it is clunky and not very user-friendly. **Recommendations to others considering Indio:** Great for limiting data entry with clients back and forth by email. **What problems is Indio solving and how is that benefiting you?** Being able to get more data in front of people at once without having to email a bunch of attachments, as well as the electronic signature feature are very helpful to streamline. ### 30. Great product all around **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler B. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** It is highly convenient and easy to use. **What do you dislike about Indio?** There are no real downsides regarding the user experience. I would say cost is undoubtedly an issue as it is higher than competing products. **What problems is Indio solving and how is that benefiting you?** Eliminating paper, increasing productivity and helping clients complete customer documents more efficiently. ### 31. Excellent tech support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** Any time I run into snags the indio team is quick to resolve my issue. **What do you dislike about Indio?** Once you go to share something with the insured and start typing the email in Indio, if you click off the email it deletes and you have to start fresh. **Recommendations to others considering Indio:** Go for it. The Indio team makes the transition as smooth as possible and work with you to ensure a positive experience. **What problems is Indio solving and how is that benefiting you?** clean data import makes renewals easier ### 32. Indio Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** The forms filling in and the document signing **What do you dislike about Indio?** Hard to navigate the beginning of a document to be filled in, don't always know where to go Not comfortable with hiding and customizing a form for an insured **What problems is Indio solving and how is that benefiting you?** Forms not being in there when you need them right now, I like the document signing and renewals of a form are nice that they are already filled in ### 33. Indio is Seamless and Worth Every Penny **Rating:** 5.0/5.0 stars **Reviewed by:** Tara F. | Commercial Lines Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** The seamless transfer of data to and from EPIC **What do you dislike about Indio?** I wish we could customize the info that pulls from EPIC **What problems is Indio solving and how is that benefiting you?** SOV's, Schedules, etc. Those are the most used features ### 34. It has been challenging at times **Rating:** 4.0/5.0 stars **Reviewed by:** Lori B. | Commercial Lines Account Manager , Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2021 **What do you like best about Indio?** The reminder emails that it sends to clients **What do you dislike about Indio?** Has been a little frustrating using the sign part. **Recommendations to others considering Indio:** None **What problems is Indio solving and how is that benefiting you?** Sending reminders to clients to complete. ### 35. Ease of doing business **Rating:** 5.0/5.0 stars **Reviewed by:** Heather B. | A, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** It has increased the speed at which we receive renewal applications back from our client **What do you dislike about Indio?** I would like to see more availability to sync P&C service teams with Applied Epic. **Recommendations to others considering Indio:** Check out the E-signature feature. It is very user friendly for the agent and the client. **What problems is Indio solving and how is that benefiting you?** I haven't had any problems. The benefit is that it makes our client's lives easier. ### 36. Indio Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2021 **What do you like best about Indio?** The efficiency and quickness it is for an insured to complete documents **What do you dislike about Indio?** The learning curve, especially teaching insured's how to utilize if they are more old school and like to print/complete documents **What problems is Indio solving and how is that benefiting you?** Time saver, storing information for upcoming renewals - all the insured needs to do is update their information, not fill out again. ### 37. Indio Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2021 **What do you like best about Indio?** Having access to all carrier supplemental applications to streamline our marketing efforts. E-signature is very user-friendly. **What do you dislike about Indio?** On occasion, there are issues importing accounts in from EPIC--but most fixes are quick and easy. **What problems is Indio solving and how is that benefiting you?** Most of my clients prefer electronic signatures and fillable applications. Indio makes our turnaround time for renewals and even new business much quicker. ### 38. Indio Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Matt T. | Producer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** Being able to see the status of an account and streamlining the application process **What do you dislike about Indio?** It should be a little more intuitive. I would like to see a visually more appealing website **What problems is Indio solving and how is that benefiting you?** Getting applications filled out in a timely manner. getting clients to send application back sooner ### 39. Love Indio Technologies! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Indio?** I love their easy access to forms and simple procedure of getting new forms added on. **What do you dislike about Indio?** The only issue is not adding a contact if they do not have an email address. **What problems is Indio solving and how is that benefiting you?** I have not had any problems. ### 40. We love Indio! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** It is very user friendly and I am able to use the information from year to year. **What do you dislike about Indio?** There are really no down sides to Indio in my opinion. We have had nothing but positive feedback. **What problems is Indio solving and how is that benefiting you?** I am eliminating renewal information being in several places. ### 41. Indio is so convenient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** Clients don't have to print their forms. Paperless makes their lives easier **What do you dislike about Indio?** That we would have the authority to upload forms, such as applications, when needed in place of having to wait on someone **Recommendations to others considering Indio:** Easy to use. So convenient for everyone **What problems is Indio solving and how is that benefiting you?** uploading applications ### 42. Amazing Customer Service, I cannot operate my business without this platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** Seamless renewals and new business. I cannot operate our firm without this platform. **What do you dislike about Indio?** Sometimes there are errors, but the team quickly jumps on and fixes issues **What problems is Indio solving and how is that benefiting you?** Sometimes there are errors, but the team quickly jumps on and fixes issues ### 43. Hard to live without, but needs some tweaks. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2021 **What do you like best about Indio?** Ease of renewal supplemental info gathering. **What do you dislike about Indio?** Inability to mark certain sections or workbooks as required. Leads to customers submitting information that hasn't been completed. **What problems is Indio solving and how is that benefiting you?** Time in preparing renewal submissions is greatly reduced and renewals are more organized. ### 44. Indio Experience **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** Indio can be useful for signing documents. **What do you dislike about Indio?** The poor work ethic of the Indio team. The cumbersome processes of Indio. The inability to alter dates for reminders. **What problems is Indio solving and how is that benefiting you?** They have yet to solve any issue with me. ### 45. Very convenient and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** kendra w. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** The program makes the process easy to get policies canceled and applications signed. **What do you dislike about Indio?** For this program, i don't think there is anything i don't like. **What problems is Indio solving and how is that benefiting you?** I am getting forms back in a timely mannor. ### 46. Fast & Easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2020 **What do you like best about Indio?** Fast & Easy to received signatures that are needed. Easy to walk customers through if they are having issues. **What do you dislike about Indio?** I send all through "e-signatures" and it never fails the customers will call me and say "there are no applications shared with me" then I have to say to select e-signatures from menu. **What problems is Indio solving and how is that benefiting you?** Easy for the customers to sign in and sign what is needed. ### 47. Indio helps Simplify Connection with Clients **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** Supplemental Applications - sending them to various contacts to complete electronically. **What do you dislike about Indio?** I am still learning other functions. Some things seem like double work. **What problems is Indio solving and how is that benefiting you?** Getting supp apps completed quicker and easier ### 48. Good at what it does **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** Easy for us to use, easy for others to use **What do you dislike about Indio?** Only does one thing, collects applications **What problems is Indio solving and how is that benefiting you?** Capture insurance application data is the most efficient way possible. ### 49. Indio is great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** It makes it so easy to receive signed documents. **What do you dislike about Indio?** Some customer accounts will not import to Indio **What problems is Indio solving and how is that benefiting you?** Some customers have trouble signing in ### 50. Very Happy with Indio! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** My clients love Indio. They report that completing an Indio app is easier and less stressful than a fillable form PDF. **What do you dislike about Indio?** Sometimes, the app I need cannot be found in the app library. **What problems is Indio solving and how is that benefiting you?** Long complicated-looking insurance applications make clients physically ill. Indio significantly reduces the pain. It also allows me to monitor activity and progress on the app. ## Indio Discussions - [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.](https://www.g2.com/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) - 1 comment, 1 upvote - [Is there a way to require specific information?](https://www.g2.com/discussions/is-there-a-way-to-require-specific-information) - 1 comment, 1 upvote - [Input the information form indio into Epic?](https://www.g2.com/discussions/input-the-information-form-indio-into-epic) - 1 comment, 1 upvote - [How close are you to integrate with Agency Revolution or Hawksoft?](https://www.g2.com/discussions/13238-how-close-are-you-to-integrate-with-agency-revolution-or-hawksoft) - 1 comment, 1 upvote - [View Indio pricing details and edition comparison](https://www.g2.com/products/indio/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+08%3A22%3A53+-0500&secure%5Bsession_id%5D=af1fd377-b78a-4ee7-8768-49dc47dec91f&secure%5Btoken%5D=524c88d30515aa5d80cb74cdad19852a29431134827dd7242509f204fb9f0414&format=llm_user) ## Top Indio Alternatives - [ImageRight](https://www.g2.com/products/imageright/reviews) - 4.4/5.0 (123 reviews) - [Applied CSR24](https://www.g2.com/products/applied-csr24/reviews) - 4.3/5.0 (21 reviews) - [Policy Bazaar](https://www.g2.com/products/policy-bazaar/reviews) - 4.1/5.0 (18 reviews)