I like that INDIO can store any and all forms that we send out to our clients Review collected by and hosted on G2.com.
I have no dislikes, Indio is easy to navigate Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
It is highly convenient and easy to use. Review collected by and hosted on G2.com.
There are no real downsides regarding the user experience. I would say cost is undoubtedly an issue as it is higher than competing products. Review collected by and hosted on G2.com.
Any time I run into snags the indio team is quick to resolve my issue. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
The forms filling in and the document signing Review collected by and hosted on G2.com.
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 Review collected by and hosted on G2.com.
The seamless transfer of data to and from EPIC Review collected by and hosted on G2.com.
I wish we could customize the info that pulls from EPIC Review collected by and hosted on G2.com.
The reminder emails that it sends to clients Review collected by and hosted on G2.com.
Has been a little frustrating using the sign part. Review collected by and hosted on G2.com.
It has increased the speed at which we receive renewal applications back from our client Review collected by and hosted on G2.com.
I would like to see more availability to sync P&C service teams with Applied Epic. Review collected by and hosted on G2.com.
The efficiency and quickness it is for an insured to complete documents Review collected by and hosted on G2.com.
The learning curve, especially teaching insured's how to utilize if they are more old school and like to print/complete documents Review collected by and hosted on G2.com.
Having access to all carrier supplemental applications to streamline our marketing efforts. E-signature is very user-friendly. Review collected by and hosted on G2.com.
On occasion, there are issues importing accounts in from EPIC--but most fixes are quick and easy. 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%
