Indio Reviews & Product Details

The ease to capture renewal information. Review collected by and hosted on G2.com.

Some non tech insureds find it difficult to update workbooks. Review collected by and hosted on G2.com.

Indio saves me a lot of time by letting me prefill supplemental applications year over year. Review collected by and hosted on G2.com.

It’s frustrating that I can’t prefill an app using information from a prior app that was already completed. Review collected by and hosted on G2.com.

It is linked to the EPIC file and works together easily Review collected by and hosted on G2.com.

It takes time for forms to be added to the list of available forms. Review collected by and hosted on G2.com.

ability to maintain and update documents year over year Review collected by and hosted on G2.com.

if you need to edit a document after it's loaded for e-signature, you have to delete the entire signature and re-do. Review collected by and hosted on G2.com.

It makes it faster and easier to attach forms for clients to review, complete and sign. Review collected by and hosted on G2.com.

All the set up but that's with anything. Review collected by and hosted on G2.com.

To be Honest, implementing Indio seems like more work to most people that start utilizing this App. What they don't realize is the time it takes to enter this info into the system and to review the apps before sending them to the client to help update the info you already have in the client's 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. This helps reduce our time spent explaining the App process to clients. The clients can complete it from EVERYWHERE 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 the first year, it is a HUGE TIME Saver - LOVE INDIO. Once you get used to the Indio capabilities, 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 whenever 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. Review collected by and hosted on G2.com.

There is not much I don't like about Indio. I would have to say we have an issue with EPIC and Indio talking to each other sometimes. Right now, Indio is not sending info back to EPIC after our insured completes their 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 it's still not working. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I wish that you could pull attachments from Epic direct into Indio. Other than that, I really enjoy how it works. Review collected by and hosted on G2.com.

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 online 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 an easy to use (for the client) electronic form. And the online signature without all the eSignature set and whatnot is excellent!!! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.