Indio Reviews & Product Details

The fact that my clients don't have to fill out the same information over and over again. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The mapping needs HUGE improvements. We are coming up on our first year of renewals, and of course the application revisions have changed. The 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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I honestly have no dislikes regarding Indio. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

If a supplemental app isn’t already loaded in the system it can take 24-48 hours. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Indio has cut our processing time in half and is super user-friendly. Review collected by and hosted on G2.com.

At this time, we do not have any dislikes. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It would be great to be able to build custom forms on our own, rather than submitting them for conversion to their team Review collected by and hosted on G2.com.

Ability to complete applications digitally. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.