--- title: Indio Reviews meta_title: 'Indio Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 133 reviews by the users' company size, role or industry to find out how Indio works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 133 scale: '5' date_modified: '2026-07-17' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # Indio Reviews **Vendor:** Indio Technologies **Category:** [Other Insurance Software](https://www.g2.com/categories/other-insurance) **Average Rating:** 4.5/5.0 **Total Reviews:** 133 ## 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. 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 ### 2. 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. ### 3. Indio is a great tool to have **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2021 **What do you like best about Indio?** The insurance applications are easy to use **What do you dislike about Indio?** Scrolling through the carrier applications **What problems is Indio solving and how is that benefiting you?** I dont have any problems ### 4. Excellent software that makes renewals a breeze **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?** Sharing worksheets with our insureds is great and allows them to make changes to their insurance coverage quickly. **What do you dislike about Indio?** Sometimes the software can be finicky, and it can be difficult to transfer information to Epic. **What problems is Indio solving and how is that benefiting you?** It makes obtaining renewal information so much easier within one centralized platform for our clients. ### 5. Indio is a true agency partner. **Rating:** 5.0/5.0 stars **Reviewed by:** Linda J. | Automation & Training Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2020 **What do you like best about Indio?** The tool itself is innovative in its approach to the renewal process and their support staff is always willing to help and open to new ideas to improve the product. **What do you dislike about Indio?** There's nothing I dislike about the product. **Recommendations to others considering Indio:** I highly recommend Indio to any agency. It has made the renewal process so much easier for our clients. Not only do we use it to collect renewal information but we use their documents section to collect and share sensitive client information such as financials and their electronic policies. The more the client is using Indio the easier its gets for them. I believe that being able to offer a tool like Indio to our clients helps us retain clients. **What problems is Indio solving and how is that benefiting you?** We are working with them to improve the data import for property statement of values. ### 6. Senior Account Manager 21 Years **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 ease of use I like the esignature and marketing section **What do you dislike about Indio?** Nothing i like all use of INDIO at all times **What problems is Indio solving and how is that benefiting you?** ESignature, Simpler Marketing, easier to send an application to a client ### 7. Loving the efficiencies Indio offers! **Rating:** 5.0/5.0 stars **Reviewed by:** Renee D. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2020 **What do you like best about Indio?** How Indio streamlines the information gathering process when it comes to new business and renewals. **What do you dislike about Indio?** I wish reports could be automatically generated and there was a two way integration with Sagitta to put information back into the agency management system. **Recommendations to others considering Indio:** If you are looking to streamline your information gathering process when it comes to new business & renewals, Indio is the platform to use. There are so many efficiencies Indio has to offer that makes it easier for both the agent & the insured. **What problems is Indio solving and how is that benefiting you?** Streamlining the information gathering process. I really like how Indio provides a color coded report showing changes on workbooks - that is one benefit that saves our servicers a lot of time. ### 8. great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2020 **What do you like best about Indio?** Applications are clean and nice, ease of business with renewals **What do you dislike about Indio?** my biggest issue is when I am setting up a carrier supplemental, certain apps contain dates and financial information and almost every time the system glitches on me, won't prefill the information correctly. It is somewhat hard to describe. And sometimes it takes about 10-15 seconds for the information to load so I can move onto the next question. Under the workbooks, I don't like how the columns move around when you have already moved them. I know there is a fix coming for this. I also hope with the fix that when we import either from epic or outside of epic that all the columns we have on the workbook pull over so we don't have to add them in to pull in the information imported. **What problems is Indio solving and how is that benefiting you?** We just completed the SDK beta testing and it went well. Provided some good feedback and Indio provided us with some good feedback ### 9. Makes our day easier **Rating:** 5.0/5.0 stars **Reviewed by:** Marie S. | Agency Principal, Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2020 **What do you like best about Indio?** It streamlines our renewal process and saves us time which equals $$ **What do you dislike about Indio?** Have not found anything to dislike yet. as new adopters. **Recommendations to others considering Indio:** Easy to use and a time saver. **What problems is Indio solving and how is that benefiting you?** Renewal process with getting clients to answer questions. Now they can answer the questions when it is convenient for them on any digital format that works for them. ### 10. GAME CHANGER! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2020 **What do you like best about Indio?** Indio has been a GAME CHANGER for our agency! The tool makes it easy for our clients and out team! Looking forward to continued innovation! **What do you dislike about Indio?** Bumps in the road at first, but the tech has gotten much better - hope that and it's capabilities continue to expand! **Recommendations to others considering Indio:** Your client and service team will LOVE it! **What problems is Indio solving and how is that benefiting you?** Data entry duplication and making is easier to do business with us/clients. ### 11. LOVE LOVE LOVE Indio!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Kristen P. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Indio?** Using Indio at my agency has saved so much time and energy! Having all of of the applications in one place for us to manage and for the client to review is such an understated value. For our clients, it has allowed them to complete and SIGN the applications online rather than printing out tons of pages to hand-write and sign, then scan and email back to us. I found that I have a much better completion rate using Indio than email alone. It's really a game changer. I love that the client can upload financials and other important documents and that you can mark those items as necessary before they are able to submit the app. The e-signature feature is a great tool for binding subjectivities such as D-1 and TRIA forms. Overall I love it and would recommend to all of my colleagues in the industry. **What do you dislike about Indio?** Having new apps uploaded can sometimes take a bit of a long time. When you're in a rush and the app that you need isn't there it can stall the process. Of course this is just a matter of usage throughout the different agencies, so I understand if one is not there, I just wish it could be mapped sooner than the 7-10 day estimate that is given. I also wish, when using the different entities feature, you can archive just one entity instead of the whole entire portfolio. That would be ideal. **Recommendations to others considering Indio:** Keep growing and innovating! You have a very intelligent team and are constantly working on ways to improve. I love it! **What problems is Indio solving and how is that benefiting you?** The only problems that I've had to work with Indio on are mapping issues. It wasn't pulling over the data to the application properly. I used the chat feature and their tech team researched the problem and had it corrected very quickly. The chat team is superior to any other chat team I've dealt with. It's nice to talk to real humans that use problem solving techniques rather than reading from a script. ### 12. Great User Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Valerie L. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2020 **What do you like best about Indio?** This is a much easier way for us to gather the information that we need. The online applications and e-signature options make life so much simpler that how we used to do our renewals, which was via email. It is also nice to have all our information, including schedules and other documents in one location so we can quickly grab everything. **What do you dislike about Indio?** The documents tab is a bit cumbersome, it could definitely use folders. The email summaries are a little confusing the first time or two you get them. I received individual emails that were not reflected in my summary email which was a bit confusing. There is no way to download all documents at once. One of my clients submitted almost 50 documents in one day and I had to individually download and save down each one. **Recommendations to others considering Indio:** Spend the time to get to know all the features of Indio before sending to clients. Be careful about who is getting notifications and when they are receiving them. If you aren't careful, you can bombard people with emails! Send suggestions to the Indio team because they are very receptive of new ideas which will make everyone's lives easier. **What problems is Indio solving and how is that benefiting you?** We are using Indio to gather information from our Insureds at renewal time. It is definitely a better experience for our clients and will save us time in the future when we go to do our renewals next year. Our clients were very happy that their information was prefilled at times and they are able to share with other members of their team to get information filled out as quickly as possible. ### 13. Great for E-Signatures! Tech Savvy Clients LOVE. **Rating:** 3.0/5.0 stars **Reviewed by:** Ande T. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2020 **What do you like best about Indio?** How easy it is to navigate, I can set up a client in 10 seconds and start sending documents. It is pretty straight forward. I like how easy it is to go through documents to input signature and date fields. When doing a supplemental app, it really is simplified. **What do you dislike about Indio?** Some of our clients are old school, they do not like the thought of checking email. It is hard to sell to clients who are not tech savvy. Can only use for certain clients that like e-signatures. In our agency, we also ask, "Would you prefer e-sign or plain? We have a new platform called Indio that we can send documents for electronically." That helps us eliminate what clients to send to. Overall, it is not a dislike- as it is not Indio's fault. **What problems is Indio solving and how is that benefiting you?** Great for E-Signatures. That is about it. I have sent a few supplemental apps-I am not sure how the client felt. Some clients love how fast they can sign documents, which is a benefit for us and them. The faster the clients signs or completes application, we can provide them quality service. ### 14. User friendly platform **Rating:** 4.0/5.0 stars **Reviewed by:** Brian C. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2019 **What do you like best about Indio?** Very exhaustive list of insurance applications, user friendly interface that is easy to use and understand. Platform has been easy for us to capture information from new prospects, setup e-signatures for documents required for signatures, and to work on renewals for current clients. Support team is very communicative and readily available if we have any questions or issues. **What do you dislike about Indio?** There are some missing integrations with email and management system that would allow for better workflow between what we use on a daily basis. Also, the support team has been a little slow to respond in providing new forms when we submit over forms that are not a part of the forms library. **What problems is Indio solving and how is that benefiting you?** We are able to quickly capture new prospect information in a very efficient manner. The e-signature feature has also been a very useful tool. Our clients have enjoyed the ability to complete insurance forms electronically, which helps to save time. ### 15. Efficient and easy platform to use for new and renewal business. **Rating:** 5.0/5.0 stars **Reviewed by:** Derek P. | Business Insurance Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2019 **What do you like best about Indio?** I like how simple this platform is to use. You don't have to sit through hours of training to try and figure out how to use the platform. They have a very well put together "Help Center" that will answer just about any question you might have. **What do you dislike about Indio?** The only thing that I would like to see added is the ability for us to add our own custom forms. It is a minor detail, but it would be convenient instead of having to send the forms to their team first. Another issue that we have ran into is our clients not knowing or wanting to use a new technology. They like how things are and want to keep it that way. After training our clients on how to use this platform and how easy it is, they end up loving it. **Recommendations to others considering Indio:** Overall great experience, I would recommend it to anyone. **What problems is Indio solving and how is that benefiting you?** The thing that we a solving best in how efficiently we are able to send applications to insured's and they are able to return them in a timely manner. Instead of having to email, print, and scan back and forth, this is a simple one-step process. The renewal process is also much simpler now. Indio will send out automated reminders to clients and then let us know once the applications are completed. ### 16. Makes onboarding clients extremely easy **Rating:** 4.5/5.0 stars **Reviewed by:** Taryn H. | Underwriting Mechanist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2020 **What do you like best about Indio?** That I don't have to handhold the client, I can hide sections that might confuse them, there is a wide variety of applications. One of the best things is that if a supplementary application is not in Indio, I can email them and it gets added extremely quickly. Every time I've interacted with someone with Indio they've been extremely nice as well, which definitely helps! **What do you dislike about Indio?** Sometimes it can be confusing for clients, though that may just be because they aren't used to filling out applications like this much less online. I also wish there was a way to require certain sections or boxes to be completed. That's my biggest issue - sometimes an applicant will be "completed" but there are glaring gaps in the information we need. So I do wish that there was something to check, similar to how you can hide sections, that would require information in that section before the insured can sign/complete the application. The only other thing I can think of is it would be nice if we could make it so they cannot sign right away, just complete it. Sometimes carriers require the application to be signed close or on the date of binding, so if they signed it earlier it can be difficult to get that signature off and get a new one (plus it means they have to sign it twice). **Recommendations to others considering Indio:** I would recommend taking a trial of it and considering how you're going to use it. I think using it as a tool to cut down on your in-person hand holding is extremely helpful, but if you're going to go through it the same way you would a physical application with the client it may not be worth it. **What problems is Indio solving and how is that benefiting you?** We've improved our onboarding dramatically and really at this point all we have to do is have quick phone call with them to get a general view of their business. Beyond that, we are able to get all specifics using Indio, which is really nice. It really saves us a lot of time that we don't have to go through the application with them step by step - usually, if anything, we have to go over the specific sections that confused them. ### 17. Easy for you and your customers **Rating:** 5.0/5.0 stars **Reviewed by:** Justin S. | Director Of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2019 **What do you like best about Indio?** Indio fills a need our clients have wanted for years! We have pushed carriers to create digitized applications and never got anywhere. We worked with Indio to get all of the apps we use built out in the system, and now we are just rolling through sending them to customers. Our implementation team and customer support staff from Indio have been incredible resources in utilizing the system. **What do you dislike about Indio?** With adopting any new system and workflow, there are barriers to the change both with internal staff and with clients. We are still learning the integration capabilities with our AMS. **Recommendations to others considering Indio:** If you need a way for your customers to fill and submit applications or forms of any kind electronically, this keeps it all in one place. It automates reminder based on due dates. It also lets your customers see previous versions of the form, and it smart maps previous responses to the appropriate fields. It also lets you store/share any documents you need with your customers. **What problems is Indio solving and how is that benefiting you?** We used to have a very manual process of matching up pre-filled applications with customers. While it is a little legwork this first time around, we can already see the benefits that will come with renewals next year and the smart mapping technology. This will save our staff a lot of time and headaches. Additionally, using the required fields indicators is helping to reduce the number of incomplete applications we receive, saving us the time of sending them back to the customer. Another great feature of the platform is the ability to share documents with our customers - it acts like a client portal where they can access their policy documents at any time. We have been trying to figure out a way to add some self-service to our offering and this is a great step toward that. ### 18. Powerful & full of resources **Rating:** 3.5/5.0 stars **Reviewed by:** Benjamin B. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2020 **What do you like best about Indio?** Can upload needed documents for use later. Provides easy access for clients to complete apps and supplementals. Love the options we have with questions such as hiding items/sections. **What do you dislike about Indio?** Can be cumbersome with the amount of questions. **Recommendations to others considering Indio:** Give it time and use it. As with most things, it becomes easier the longer you use the system. **What problems is Indio solving and how is that benefiting you?** This is a powerful solution to obtaining needed information from clients, especially new clients as they require full details upfront and this captures, stores, and can send documents quickly. ### 19. Seamless User Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Dylin H. | Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2019 **What do you like best about Indio?** How easy it is for the client to complete forms vs the old PDF applications. Has tremendously reduced the back and forth with clients to obtain required information. I like the ability to make fields mandatory as well as provide instructions for what information is being requested in specific fields. **What do you dislike about Indio?** I have yet to find anything that doesnt work for me and the agency. **Recommendations to others considering Indio:** Implementation was seamless and everyone at Indio was pleasant to work with. **What problems is Indio solving and how is that benefiting you?** We are making the initial quoting and renewal process much more efficient. Indio saves prior information making the redundant entering of information a thing of the past. ### 20. New Users - Excellent Service **Rating:** 5.0/5.0 stars **Reviewed by:** Alison S. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2019 **What do you like best about Indio?** So far I have used the e-signature feature the most, it is clear and easy to use. I enjoy that once a document is completed a PDF of the document is immediately sent. My only trial I have run into is that the applications are not accessible on a mobile device. The help team was ON IT and helped me right away the first time i ran into this issue. **What do you dislike about Indio?** I have yet to been able to bridge our client list from our AMS into Indio. Although making a client is quick and easy, it would be nice to already have our active clients in there! **What problems is Indio solving and how is that benefiting you?** E-signature is great, and we've been able to cut out some of our other subscriptions completely. Making info accessible to many different roles in our company has been helpful as well. ### 21. Great for insurance professionals as we rev up insurtech **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** January 07, 2020 **What do you like best about Indio?** The fact that the applications aren't paper, it puts the renewal info all in one system, and information is filled out with other apps so clients don't have to type in things a second time. **What do you dislike about Indio?** It's new, so it doesn't communicate renewal updates back to our agency management systems--YET. I know that is in the works **Recommendations to others considering Indio:** Please realize that this is a new system, obviously not every kink has been worked out. I am part of Gen Z, so I grew up with technology. I have full faith in this service and I think that as the system matures and obtains feedback from everyone, it will become a highly intelligent system. One day, you will forget how on earth we did paper applications, just like how we can't believe we used to use paper files and fax (versus digital files and email). Rome wasn't built in a day, I highly suggest sticking around for this system, and younger clients will appreciate it, too. I've seen younger clients leave their brokers due to lack of technology. **What problems is Indio solving and how is that benefiting you?** It's just much easier to use than sending a client 15 different PDFs and several excel spreadsheets via email that they have to review by hand, and usually fill out by hand. I know I think it's a pain when I have to hand write something, scan it to my computer, label the file, then send it to the email--and then you may or may not forget to attach something. It streamlines the renewal process a lot more. ### 22. Easy Tool for Agents & Clients **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2019 **What do you like best about Indio?** I really enjoy using the submission feature of Indio. For the agent, it's easy to highlight the necessary fields for the client to complete and for the client, it's easy to see what needs to be done. The site does a great job of making everything easy to use by laying out the steps. **What do you dislike about Indio?** I do not like the E-signatures. I wish it were more similar to Docusign where you can upload multiple at once rather than having to send individual documents and a separate email each time. It's time consuming and the client does not appreciate an influx of emails in their inbox. **Recommendations to others considering Indio:** Docusign is better for e-signatures if that is your primary objective. Indio has plenty of great features but e-signatures is not one. The support & sales teams are excellent though! **What problems is Indio solving and how is that benefiting you?** We are using Indio to make our renewal process easier and it has been helping. It's easy to gather all documents and send to the client with step by step instructions. ### 23. Using Indio Platform to Service Better our Company. **Rating:** 4.5/5.0 stars **Reviewed by:** Jesus D. | Accounts Receivable Manager, Education Management, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2019 **What do you like best about Indio?** I like best that Indio as an outstanding tech platform that allows you to work with your clients by filling important insurance documents such as renewals applications and creating submissions by grouping your clients. **What do you dislike about Indio?** Is not that I dislike is more that sometimes clients don't want to be familiar with new tech and as we have been changing our old platform to this new one sometimes they overreact about it and complain. **Recommendations to others considering Indio:** I will 100% advise you to aquire the platform is very easy to use and friendly if you have questions you can ask to the admins and they will assist you in a timely manner. **What problems is Indio solving and how is that benefiting you?** We are able now to follow up better on Renewals application, and the system sends smart reminders by itself to the client and advises us when the app was completely filled and signed, which is amazing in order to be timesaving. ### 24. Application automation- saving clients' time **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Indio?** I appreciate the ease of use and intuitive nature of the application. It syncs with our agency management system to make flow of information easy and it remembers information entered year over year which provides a huge time saver for our clients. **What do you dislike about Indio?** Just getting started on the program so not too any glaring issues yet. **What problems is Indio solving and how is that benefiting you?** Applications - this is providing an automated process for our agents and clients to help save time on both ends and make information gathering for our carriers much easier. Our processes used to be all over the place, some producers even continued to use hand-written applications to submit to carriers. Indio will remember information entered year over year so that clients just have to update the most relevant information and submit to us. We can also leave notes back and forth to highlight certain areas or communicate changes. ### 25. Finally!!! Application process made EASY! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa D. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2019 **What do you like best about Indio?** I love the fact that the majority of our applications are already in their system. I started using them for our E&S renewals first. We always have to have acords and supplemental applications at each renewal. They have made it simple and easy to get the applications completed and back from our insureds. I also love the lead capture pages. I keep building new pages to help with certain workflow processes in our office. **What do you dislike about Indio?** We have found that if we email out of Indio the emails go into the SPAM folder. We have adopted the process of copying the link and email out of our system so that it is documented in our AMS. **What problems is Indio solving and how is that benefiting you?** Once the information is in the client submission, the application comes back clearly completed and signed. The time alone to get these completed without Indio is ridiculous. Printing, completing, scanning, emailing to insured for them to print, complete, scan and email. The Indio process is very efficient! ### 26. AMAZING!!!! **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?** The feature I like the most is the link that you can copy in an email to the insured and several people are able to access the information (controller/owner etc) **What do you dislike about Indio?** I am still in the honeymoon stage of Indio therefore I cannot think of any negative comments at this time **Recommendations to others considering Indio:** You won't regret switching to Indio Take advantage of the trial and ask a lot of questions. There are functions that you probably don't realize that Indio can offer. **What problems is Indio solving and how is that benefiting you?** The main issue that I am solving with Indio is efficiency. Using Indio is quick and easy and saves a lot of time in the submission stage. ### 27. Quick, easy to use, less 'mess' for our Commercial Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2019 **What do you like best about Indio?** The ease of use of this platform is wonderful. Our Commercial team is made up of veterans and newbies and there is no steep learning curve with Indio. It is very intuitive for both our colleagues and clients. **What do you dislike about Indio?** Honestly, nothing so far! We are still new to the system but so far everything has been easy as pie. If we do have a question we know who to reach out to and always have answers immediately. **Recommendations to others considering Indio:** Work through the intro webinars at the beginning. They seemed slow pace for us, as we were just really excited to implement. But I'm glad we sat through them because in the long term they were helpful. **What problems is Indio solving and how is that benefiting you?** Time spent on our renewal process. Completing client surveys/questionnaires/forms is now a 2 minute process on our end, instead of countless calls and emails and mailings. We are so excited to utilize the time it has freed up in other ways to better serve our clients! ### 28. Great concept **Rating:** 3.5/5.0 stars **Reviewed by:** Kelly D. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2020 **What do you like best about Indio?** It's nice to have the renewal docs all in one place. **What do you dislike about Indio?** I wish there was a simpler/easier way to mark the sections on documents that require an answer from the insured. **What problems is Indio solving and how is that benefiting you?** I like that I'm able to have Indio automatically send reminders to the insured to complete documents I've sent. ### 29. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Katie C. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2019 **What do you like best about Indio?** I love that finished applications are delivered straight to my Inbox immediately upon completion. It saves precious time between receiving the signed application and submitting to my underwriters. I am able to quote more quickly, which is fabulous. **What do you dislike about Indio?** I wish this information transferred to Applied EPIC. Ideally I would like information to transfer seamlessly into ACORD forms and even appear within the general client account information. It would save a lot of time and confusion to be able to import the address, email, phone number, and FEIN into the client's profile within the agency management system. **Recommendations to others considering Indio:** This is the future of insurance. I highly recommend adding Indio to your agency's workflow and technology offerings. **What problems is Indio solving and how is that benefiting you?** I am able to submit supplemental applications to multiple carriers on their preferred form. It helps streamline the marketing to bind process so much, especially for monoline D&O. ### 30. VERY EFFICIENT AND SMOOTH **Rating:** 5.0/5.0 stars **Reviewed by:** keelin f. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2019 **What do you like best about Indio?** i love how easy it is to navigate and send documents to customers. I am not tech savvy at all so it was a relief to find out how simple it was to work the system **What do you dislike about Indio?** i do not have any complaints, everything seems to run and work very good **What problems is Indio solving and how is that benefiting you?** i am able to get documents signed and received in no time. It benefits both the customer and our company ### 31. The death of Acord Forms **Rating:** 4.5/5.0 stars **Reviewed by:** Nik K. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2019 **What do you like best about Indio?** Indio makes the tedious process of filling out Acord and Supplemental applications easy for us agents and the clients. Indio has a first class onboarding team and very informative video's that will walk you through their system. **What do you dislike about Indio?** It's not a finished product but I like where they are going. I also think the price is a little steep. **Recommendations to others considering Indio:** Don't be afraid to ask a lot of questions and make sure to do a demo **What problems is Indio solving and how is that benefiting you?** Indio makes new and renewal insurance applications user friendly and agent friendly. It saves you a lot of time. ### 32. Great Service! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2020 **What do you like best about Indio?** I like that I can send my clients their applications with one link. **What do you dislike about Indio?** I dislike the new update for the client to have an access code in order to log-in. **Recommendations to others considering Indio:** Great work! **What problems is Indio solving and how is that benefiting you?** I'm solving the insured time. They no longer have to fill in the same info. ### 33. Indio ....Application process made easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2019 **What do you like best about Indio?** the ease of prepping applications for our insured's to review, update and sign. The system is user friendly to the agency staff and the end user our customers, have received good feed back from our clients that nave used Indio and how easy it is to use. **What do you dislike about Indio?** no much, mostly is has been our learning curve. **What problems is Indio solving and how is that benefiting you?** attaching the prior apps for clients to use as reference and easy for them to complete. They can just go online and complete, no need to print an app, complete and mail back. The process is faster. ### 34. Neutral User **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2019 **What do you like best about Indio?** The ease of completing and sending applications to insureds. Access to a wide variety of applications. Open to new suggestions. Future will tell if they actually get implemented **What do you dislike about Indio?** The questions being out of order compared to the actual application. The one time password without having an option to create an account for our insureds: we have recently started using Indio, so we have not sent anything to our insured, but since this is suppose to be user friendly, I feel that a one time password is not. The insured should have the option to create an account for the following year or not. One time password sometimes get stuck in spam and I can see how it could become cumbersome for insureds. **What problems is Indio solving and how is that benefiting you?** It makes completing the basic information on the applications easier. ### 35. Great tool to simplify new and renewal business! **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor S. | Commercial Lines Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Indio?** I like the clean and user friendly interface. I feel confident sending my insureds new indio submissions. My customers have enjoyed their experiences and gave great feedback. **What do you dislike about Indio?** The only down side of Indio is that it's a new process. I'm constantly trying to find a way to integrate it into my work flow. Each week I find a new and creative easy way to utilize indio. **Recommendations to others considering Indio:** Consider how much time you spend sending applications back and forth from customers and underwriters. Lots of the time, whole sections of supplemental and applications do not apply to a customer. Being able to modify who and what the insured sees is invaluable. Anytime we as risk advisers can provide clarity and prevent confusion, its a win. **What problems is Indio solving and how is that benefiting you?** One of the biggest benefits is when collaborating on a schedule of vehicles or drivers with an insured. Instead of guessing what changes have been made, indio highlights any changes made by the insured. ### 36. Time saving doesn't even begin to cover it.... **Rating:** 5.0/5.0 stars **Reviewed by:** Whitney B. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Indio?** Indio is SO user friendly, and they're continually improving their platform. The customer service and digitization team are quick to respond with helpful answers that aid in project completion and moving throughout my day more efficiently. **What do you dislike about Indio?** I do wish we could include my email signature in the request email sent from clients. I believe this would benefit the clients and decrease the number of phone calls I receive, asking if the email they got from Indio was legit. **Recommendations to others considering Indio:** Take the leap and invest in this software. It is so worth it. I cannot wait to see where Indio is headed, and how it continues to improve the speed of our agency. **What problems is Indio solving and how is that benefiting you?** No clients really enjoy filling out paperwork, let's be honest. But a quick online portal makes it easier for them to do when it's convenient for them, which makes the turnaround time quicker and the overall renewal process smoother. ### 37. Easy to use platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Leslie C. | Commercial Lines Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Indio?** The platform is easy to use. I love that you can upload a prior year's application AND viewing it as a side-by-side is a wonderful feature!! The system will also do a comparison and reveal "what changed" if a client has made changes to a schedule. Having that comparison done for you saves a lot of time & is a great tool! **What do you dislike about Indio?** I can't wait until this technology is able to integrate into accord forms. THAT will save a TON of time! Also, I'd like to know when a specific form (version) has been updated within the forms database. I did have a situation where I had sent out an application for completion & that specific form was updated in the database while my client was working on it. It made it hard for me to assist them when they had questions since I could not get back to the "old" version of the form. **Recommendations to others considering Indio:** This is a fantastic tool if you're looking to streamline the renewal application process. By utilizing Indio you keep everything in digital form that's easy to share with the client. Plus, renewing from within Indio will save even more time since you're just advancing the dates & not starting from scratch. Can't wait to use that more! **What problems is Indio solving and how is that benefiting you?** Sending applications to clients using Indio saves valuable time. The automated reminder feature is also a nice feature - I don't have to schedule reminders to pester clients about getting applications back to me! ### 38. User-friendly system **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2020 **What do you like best about Indio?** Our company really enjoys Indio! it is very user-friendly and also it easy for our clients. It is very simple to send out documents and keep track of what has been returned. **What do you dislike about Indio?** We have had some problems with files being sent back because they were a Word document, not a pdf. When it is easy to save a document as a pdf in less than a minute, we have found this kind of odd. Also, it has been a bit of a wait on documents to be added online. **What problems is Indio solving and how is that benefiting you?** The need for signatures and forms to be easily filled out by clients. ### 39. Streamlining your communications **Rating:** 4.0/5.0 stars **Reviewed by:** Michael S. C. | Church Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2020 **What do you like best about Indio?** Digitizing the application process is awesome. We are looking forward to improving our client communications. **What do you dislike about Indio?** Nothing so far. We are just starting out. **What problems is Indio solving and how is that benefiting you?** Digitizing the supplement apps, esignatures, and streamlining the customer interactions. ### 40. Quick & Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Jenny D. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2020 **What do you like best about Indio?** Love using Indio to have clients download docs with ease. The notification of Indio use is great as well! **What do you dislike about Indio?** nothing yet. It seems to be working just fine **What problems is Indio solving and how is that benefiting you?** Look forward to docs being automatically uploaded into the client folder in EPIC ### 41. Great solution - makes the application/renewal process a breeze for customers! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2019 **What do you like best about Indio?** The online application process is very easy to follow. I can just forward a link to my clients, they answer the questions, and the answers populate for them in the forms. They can even ask questions along the way if they don't understand something. Much easier and less intimidating for the customer. Great product! **What do you dislike about Indio?** We often use the same forms/applications and there are some questions we don't need to ask - I would like to be able to save a custom form so I don't have to "hide" the questions I don't want asked every time. They are constantly working on updates though so hopefully this is in there **Recommendations to others considering Indio:** Make sure it's a fit but it looks like a great product so far - looking forward to making the experience much easier on our clients. **What problems is Indio solving and how is that benefiting you?** The experience for the customer is much cleaner. We just implemented so I'm not quite sure yet, but based on early feedback I think this will help with retention and make the application process much more streamlined. ### 42. Saves time! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2019 **What do you like best about Indio?** I like the interface, and the ease of use within searching each client. I am able to go and see everything within a few clicks, and the workbooks are nice, because everything is saved, and can be easily seen by the client. It does not take a rocket scientist to figure out how to access everything, in- terms of training, it is super streamline **What do you dislike about Indio?** I do like how when you import a file, you are not able to change the column name. A big problem is the speed of the website, it easily get over loaded, and everything freezes. Also the columns are to easy to move, it you click on them, you can move them, without purposely moving them. **What problems is Indio solving and how is that benefiting you?** It has saved my office time of having to input the certificate holders, and having to send files to clients. ### 43. Takes some getting used to **Rating:** 4.0/5.0 stars **Reviewed by:** Terrell J. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2019 **What do you like best about Indio?** Once you have the client set up it is perfect. The clients can go in and update basically everything. **What do you dislike about Indio?** Wish it would import AND export the information to and from Epic. While the client can input a lot of their information and updates. The service standpoint is still the same. You just avoid a couple of emails back and forth. **What problems is Indio solving and how is that benefiting you?** Clients pay attention to indio better than the supp apps. ### 44. A lot of tools in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph S. E. | Insurance Specialist, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2019 **What do you like best about Indio?** Ability to communicate, track, and get applications filled out in one place. Its a real game changer as far as saying you are a tech forward agency vs actually being one. Having clients and prospects fill out an app through an online form fill vs paper apps/pdf is huge. I also like the option where you can have clients verify your answers (for E&O). I also really like the e-signature part. **What do you dislike about Indio?** Doesn't talk to my agency management system (Applied EPIC). For some reason Last Pass won't auto fill the login screen. Why can't I just stay logged in? **Recommendations to others considering Indio:** Just start using it on your renewals and new prospects and ask your clients for feedback. I think you'll find that they like the interface. **What problems is Indio solving and how is that benefiting you?** Further automating the renewal process for excess and surplus accounts. Making my "paperless" office even more paperless. ### 45. Ease of Use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2019 **What do you like best about Indio?** I like that we can customize long and complex applications to make it easy for clients to understand and fill out. Being able to hide portions on the application that are not needed makes it easier. **What do you dislike about Indio?** So far, there is nothing that I dislike. **What problems is Indio solving and how is that benefiting you?** Sending applications that might be 9 pages but the client only needs to fill out only certain portions of the forms is a huge problem solver. Also being able to copy and past a link for the client to click on is nice. ### 46. Easy to Use and Helps Collect Information from Insured's **Rating:** 4.5/5.0 stars **Reviewed by:** Pete D. | Account Manager/Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Indio?** Indio makes gathering underwriting information easier. It eliminates the need for paper applications and gives the client the ability to complete and sign the applications electronically. I believe Indio makes our agency more cutting edge. **What do you dislike about Indio?** I wish that Indio would integrate more with our TAM online software. I also would like to be able to upload completed Acord applications. **Recommendations to others considering Indio:** I think the first year of using Indio will be the hard part. I think at renewal it will be significantly easier. **What problems is Indio solving and how is that benefiting you?** Indio gives us the technological advantage with our clients. They are more willing to complete applications online rather than completing and returning them. We are also able to hide the fields that are irrelevant. ### 47. Quick turn around on apps **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Indio?** I've found that I get applications back significantly quicker. Customers love it because they can complete the apps on their phone, tablet or desktop, and save it. I particularly like that I can you can select "required" for certain fields too. Once the prospect completes the app, I get a signed copy in my email, along with my CSR. **What do you dislike about Indio?** No real issues. In the beginning, we had some issues with how documents filled, but it was resolved. I'd be curious to see if this can properly integrate with AMS360, which I've heard they have been working on. I don't think it's ready for roll out quite yet though. **Recommendations to others considering Indio:** I think it's great for any application with lots of drivers. Home/auto stuff is great too. I mainly use it in personal lines. **What problems is Indio solving and how is that benefiting you?** Quick turn around on apps and the information is usually complete. It's very helpful for personal lines too because you can send the link and not have to worry about SSNs, DL#s, etc because it's all encrypted. I feel like it makes lengthy applications seem shorter. ### 48. Efficient and User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2020 **What do you like best about Indio?** I like that everything is done in one system . Applications can be shared with the client and completed and signed all at once. I especially like the esignature feature and that documents are automatically emailed to you once they are signed. **What do you dislike about Indio?** I have recently started using Indio and so far I have no dislikes. **What problems is Indio solving and how is that benefiting you?** It has made the application completion process smoother. ### 49. Awesome platform **Rating:** 5.0/5.0 stars **Reviewed by:** Jen H. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2019 **What do you like best about Indio?** The seamlessness of document maintenance & esign capabilities **What do you dislike about Indio?** Would love to have the ability to save email templates for our agencies to cater to the different needs we have **What problems is Indio solving and how is that benefiting you?** Our renewal process efficiency has improved exponentially since using Indio ### 50. Great tool to simplify your business and reduce your technology needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2019 **What do you like best about Indio?** The e-signatures tool is great. We've been able to cancel subscriptions to other services and simplify our platform by using just Indio. Their schedules are up and coming. Indio is always expanding on their services offered. I highly recommend it. **What do you dislike about Indio?** Their User Experience is lacking on the client side. It's meant to be simple, but the overall impression is lacking on the client. We have had some negative feedback on it. Indio is currently working on improving this. **What problems is Indio solving and how is that benefiting you?** Schedules and Applications are done quicker. I perceive Indio as our "secret sauce". We get our submissions in quicker and it saves us down the line. Best purchase ever. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+13%3A51%3A50+-0500&secure%5Bsession_id%5D=5d5edb6c-6be3-4353-84a4-8c50e3d767f9&secure%5Btoken%5D=93d4b602009fc89fdbff722fdcd716783a18f77dc6acb46c76c52589bd6f9415&format=llm_user) ## Indio Integrations - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) ## 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)