Easy to complete applications and like that it will pre-populate information from previous year. Review collected by and hosted on G2.com.
Not all questions on application show on imported Indio application and makes some dificulty. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
N/A - Our agency loves Indio! We have no complaints. Review collected by and hosted on G2.com.
The EPIC integration, simplicity of applications, e-signatures and collecting all signed documents in one page. Review collected by and hosted on G2.com.
The E-Signature part is a bit confusing for our clients. The 2-factor authentication is nice, but confusing. Review collected by and hosted on G2.com.
It is very helpful that Indio is integrated with EPIC Review collected by and hosted on G2.com.
I wish it was easier to pull a book of business with true premiums Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
The Indio interface with prospects and clients Review collected by and hosted on G2.com.
Some system limitations when sharing data from forms & workbooks Review collected by and hosted on G2.com.
Files all of my signed forms in chronological order Review collected by and hosted on G2.com.
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 Review collected by and hosted on G2.com.
Ability to upload any document for signature Review collected by and hosted on G2.com.
Sometimes the importing process does not work correctly. Review collected by and hosted on G2.com.
Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.
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.
Averages based on real user reviews.
2 months
13 months
6%
