--- 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 Review. **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?** Indio is extremely user and client friendly. It is a great resource that we use to have clients complete applications for upcoming renewals. **What do you dislike about Indio?** One thing that can be frustrating is the lag time it takes to import/scan new applications that need to be completed by a client. **What problems is Indio solving and how is that benefiting you?** I believe next steps are being addressed with the above. ### 2. Forms & Overall Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Indio?** I love that Indio has increased their library of forms for our clients to use. With the ability to electronically sign documents it makes it fast and easy for everyone. **What do you dislike about Indio?** I would like to see the contact section be a little broader so that we can not only see all users but also have a visible note section so that we can make notes on what that specific person should be getting or have access to. I would also like to see Indio communicate with EPIC so that information can be easily transferred from one system to another. **What problems is Indio solving and how is that benefiting you?** It is very easy for our clients to jump into Indio using the link and provide updated information very easily. With everything electronic Indio has helped the agency as well as the client reduce their paper usage. ### 3. Indio makes everything easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Dan C. | Insurance Agent, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2019 **What do you like best about Indio?** First, Indio has made the initial quoting process much easier. I can quickly complete what I know on a supplemental application or accord application, hide the sections that I've completed, and then send the application showing only what I need to the prospect. Instead of waiting days for the app to be returned, I usually only have to wait hours. Second, the renewal process has been simplified. I can use Indio's platform to pull in information from my previous applications that prefill into the renewal form. I can also have that form sent to the client for a signature. Indio has been an amazing tool to help free up more time to prospect and write more business. **What do you dislike about Indio?** There isn't much I dislike about Indio. The things we want to see changed we've submitted to them, and they've been quick to respond. **What problems is Indio solving and how is that benefiting you?** The two largest problems this is solving are time and service. Before Indio, it would take quite some time to hand fill in an application, and then send it to the client, and wait for them to hand fill in the rest of the answers... if they ever did. Indio lets me complete my portion of the app online, and makes it easy for the client to do the same. This also gives us a great platform to showcase our service. When we can offer something like this, we look like servicing hero's. ### 4. Indio is very easy to use, self-intuitive, good user interface **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2019 **What do you like best about Indio?** I like the fact that it has the carrier forms available for the client to fill in online. Many of our clients have expressed appreciation in the easy user interface. The validation requirement for the renewals is a great feature and encourages the client to review the renewal applications. **What do you dislike about Indio?** The Accords and Statement of values worksheets still need work. There are times when the client makes changes(and there is a message that changes have been made). However, those changes do not carry through and updated. **What problems is Indio solving and how is that benefiting you?** We are able to send a single portal to our clients and all applications that need to be completed are in one place. Carry over from Renewals is a great tool for comparison ### 5. Amazing Product **Rating:** 5.0/5.0 stars **Reviewed by:** Nirmala S. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 26, 2019 **What do you like best about Indio?** The ease of use for the customer, it is very straight forward. **What do you dislike about Indio?** The new access code sending that confuses the client. **What problems is Indio solving and how is that benefiting you?** Quicker turn around times. ### 6. INDIO Benefits **Rating:** 5.0/5.0 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?** I like the ease of access for all of our uploaded documents **What do you dislike about Indio?** As I understand it, the client must go through an additional step in order to access the documents. **What problems is Indio solving and how is that benefiting you?** The time for our renewal processes have been minimized exponentially! ### 7. Amazing Application better than Docusign **Rating:** 5.0/5.0 stars **Reviewed by:** Nirmala S. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2019 **What do you like best about Indio?** I love the ease of the application for myself and the customer. It's not over complicated at all. **What do you dislike about Indio?** The only thing I would say is when you sent an application it defaults to reminders automatically for the customer. The we can adjust accordingly. **Recommendations to others considering Indio:** Keep using it and give he feedback **What problems is Indio solving and how is that benefiting you?** This helps with the customers out of the country to sign documents and you don't have the time to come in to the office. ### 8. Excellent idea, but needs to be more user friendly **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2019 **What do you like best about Indio?** I love that once applications are completed the first time the insured can see the completed apps and just make changes at renewal rather than have to start from scratch. **What do you dislike about Indio?** My insured's have had trouble using indio because when they are completed applications it places questions out of order compared to the printed application. **Recommendations to others considering Indio:** None **What problems is Indio solving and how is that benefiting you?** I do not have any issues to solve. The best benefit is being able to send an application to the insured and showing they completed it from the start and any changes made on renewal applications they changed. ### 9. Renewal Process made EASY **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?** Clients receive their renewal applications instantaneously, and securely. The program is user friendly, and makes this process of renewing their insurance policies quick and easy. **What do you dislike about Indio?** the upfront leg work is a little time consuming **What problems is Indio solving and how is that benefiting you?** Mailing and emailing renewal apps can be time consuming for both the Client and the Agent. This will make completing the application smoother for the client, and all subsequent renewals smoother for the agent as well in the future. ### 10. Easy way to interact with insureds **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2019 **What do you like best about Indio?** Quick link to send to insureds and the ability to download a signed PDF with a trail. **What do you dislike about Indio?** So far there is nothing I dislike besides minor technical errors (such as the system timing out for the broker or the insured) **What problems is Indio solving and how is that benefiting you?** It makes our insurance renewal process easier by giving a platform ### 11. Very user-friendly while maintaining necessary complexity. **Rating:** 4.5/5.0 stars **Reviewed by:** Jordan G. | Claims / Customer Service Representative, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2019 **What do you like best about Indio?** Once learned, this is an incredible tool for any agency, large or small. Being able to send forms to insured's in this way will make the information gathering process significantly easier. **What do you dislike about Indio?** The training process could have been made slightly less lengthy. While the knowledge learned is all necessary, some of it is self-explanatory. **Recommendations to others considering Indio:** Absolutely! **What problems is Indio solving and how is that benefiting you?** The issue of gathering information from insureds through countless emails is virtually eliminated. ### 12. Great & Easy Interface Tool with Clients **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2019 **What do you like best about Indio?** It easy easy to use and interact with clients, allowing them to complete easy updates and changes **What do you dislike about Indio?** Document E- Signing is not as easy as it should be. **What problems is Indio solving and how is that benefiting you?** So many to choose from! Return apps, Doc E signing and just a huge time saver to name a few. ### 13. I haven't had much experience yet but I think this is going to be a time saver for our agency. **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer J. | Associate Agent/CSR, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2019 **What do you like best about Indio?** I like that it prefills future forms for renewals. I also like all the forms in one program. **What do you dislike about Indio?** So far no dislikes. We are just getting started in using Indio Technologies. **What problems is Indio solving and how is that benefiting you?** We don't have to search different carriers and sights for forms they are all in Indio. We don't have to scan and upload forms so we can send docusign to customer or hand fill in forms. ### 14. Game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2019 **What do you like best about Indio?** The entire process is user friendly! I never have clients asking for additional help completing the applications. **What do you dislike about Indio?** There are so many great things Indio does, it hard to set time to learn what all it has to offer! **What problems is Indio solving and how is that benefiting you?** The ease of clients completing questionnaires/applications promptly. ### 15. easy to use for commercial applications, **Rating:** 5.0/5.0 stars **Reviewed by:** Meesh M. | Client Relationship Manager, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** December 27, 2018 **What do you like best about Indio?** The accessibility of all needed applications as well as the ease in the renewal process is the best feature of indio. Also being able to have everyone in the same company view all the available applications helps save a lot of time going back and forth with carriers. **What do you dislike about Indio?** it would be nice if the basic apps like accords automatically updated when newer versions are released. **Recommendations to others considering Indio:** we've reviewed many other platforms for our affiliates to use when populating applications, but indio by far is the best 3rd party platform that we refer our affiliates to. **What problems is Indio solving and how is that benefiting you?** saving time in renewals, saving frustrations with clients without having them re fill applications or go back and forth on missing information. Benefits include accuracy, time saving, ease of use, client satisfaction. ### 16. Easy to use technology **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2019 **What do you like best about Indio?** That the Insured can log in and find all the documents they need to sign or update in one system. The response back from the Insured is instant once they've completed the tasks. **What do you dislike about Indio?** That the system has errors sometimes when downloading a workbook. However the staff at Indio is so quick to responding and correcting errors. **What problems is Indio solving and how is that benefiting you?** I feel our Insured's have a better chance of filling out and returning the information we need. ### 17. automation is always a positive **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2019 **What do you like best about Indio?** automated applications leads to saved time and ease **What do you dislike about Indio?** it takes a while to upload certain missing applications and you have to side-by-side last year's application instead of it automatically capturing typed data into the new application **What problems is Indio solving and how is that benefiting you?** saved time is the biggest ### 18. Great Platform-Great things to come **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2019 **What do you like best about Indio?** The platform is incredibly user friendly **What do you dislike about Indio?** Takes a long time for apps to be uploaded **Recommendations to others considering Indio:** Very easy to use, definitely saves time, takes some time for apps to be uploaded, but if app is already there the process is very simple **What problems is Indio solving and how is that benefiting you?** Ease of use for our clients, and being able to review last year's and this year's apps in one spot ### 19. Easy to Use **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 like that it will intergrade with AMS/Worksmart and pull in all the customers info **What do you dislike about Indio?** It would be nice to upload multiple documents for E-signing. Right now I have to put them all in one attachment and upload **What problems is Indio solving and how is that benefiting you?** Electrically signing is the best ### 20. Indio is very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2019 **What do you like best about Indio?** Ease of doing business with the insured in completing apps **What do you dislike about Indio?** Taking awhile to add applications when they are not in the Indio system **Recommendations to others considering Indio:** Try it, you will like it! **What problems is Indio solving and how is that benefiting you?** This 1st use of using Indio does not see a lot of benefit, but come renewal it is going to be very beneficial and help with time management ### 21. Great program to improve client experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** September 11, 2018 **What do you like best about Indio?** The digitized application is great! The insured likes how much easier it is to complete applications. And that some information can cross over between applications! Excel style docs are easy to use and flag changes. **What do you dislike about Indio?** The learning process. But that comes with any new program! Nobody likes to add something new to their workload, but this program is well worth the learning curve! **Recommendations to others considering Indio:** Try it! Do a demo with a client. See the impact it can make in your workflow, the security of the data. It's worth a look! **What problems is Indio solving and how is that benefiting you?** We are making the pre-renewal process easier for our clients and our service team. Streamlining how we get information to and from the insured in a secure fashion is very important to us. The addition of Epic integration (while not a completed task for us yet) will make this even faster and as accurate as the data we input in our agency management system. ### 22. Seamless Streamlining **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2019 **What do you like best about Indio?** The best thing about Indio is it helps you keep track of how far a client is on completing applications. **What do you dislike about Indio?** One thing I dislike is that the links to the Indio portal are time sensitive. **What problems is Indio solving and how is that benefiting you?** Getting applications back in a timely manner. Indio seamlessly streamlines the process. ### 23. Streamline the renewal process **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2019 **What do you like best about Indio?** The painful process of requesting completed applications, has become a whole lot easier. **What do you dislike about Indio?** The excel templates and no training guide. **Recommendations to others considering Indio:** Ask a lot of questions and push back to get the answers you want. **What problems is Indio solving and how is that benefiting you?** Getting renewal information in a timely manner. ### 24. Indio is Awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** 🤝Michael F. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2019 **What do you like best about Indio?** Indio makes it simple for our insurance customers to complete their applications. By digitizing the forms, the process of collecting applications is seamless. The system will also allow reminders so that customers do not forget to complete the requested documents. **What do you dislike about Indio?** I have to say there really isn't much I dislike. **What problems is Indio solving and how is that benefiting you?** Productivity, efficiency, better customer experience, higher % of sold business, minimizing risk. ### 25. Love it! **Rating:** 4.5/5.0 stars **Reviewed by:** Nancy E. | Account Manager, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2019 **What do you like best about Indio?** It is great to have an online system our insureds can access for marketing purposes. It is cleaner for the insured and us as well. **What do you dislike about Indio?** That this system can import into our agency management system. It would be great if that could happen. **What problems is Indio solving and how is that benefiting you?** I have not run into any issues to resolve with Indio at this time. The benefits of using this system, is less paper for our insureds to handle. ### 26. Great efficiency improvement tool **Rating:** 4.0/5.0 stars **Reviewed by:** Regina C. | Commercial Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2019 **What do you like best about Indio?** The fact that I only have to input info one time to complete several supplemental applications **What do you dislike about Indio?** I really don't dislike anything about Indio. It was pretty easy to get started and is very user friendly **Recommendations to others considering Indio:** This is a great time saver **What problems is Indio solving and how is that benefiting you?** I am not really solving any problems but definitely am saving time ### 27. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Michelle B. | Assistant Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2018 **What do you like best about Indio?** Indio is easy to use for both my clients and me. It streamlines the renewal process for my clients and allows me to receive everything I need faster. **What do you dislike about Indio?** I am still new to Indio but I guess the thing I dislike is that it takes more time this year for us to set up everything for our clients. **Recommendations to others considering Indio:** Take the time to use the trial period before committing to make sure it's right for your company. **What problems is Indio solving and how is that benefiting you?** It lets our clients access the forms and documents easier. They are able to fill-in and sign everything online rather than having to print the document and then scan it in. ### 28. Indio is awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2018 **What do you like best about Indio?** It makes getting information to and from the client a lot easier, makes my job easier too. Indio takes away the frustration and headaches of getting renewal information to the client and making it even easier for them to send it back. It's nice to be able to see changes made as well as have all the information easily laid out to review. **What do you dislike about Indio?** nothing yet, its all pretty seamless and I haven't had any negative feedback from clients. **What problems is Indio solving and how is that benefiting you?** The ease of use for both the client and our organization in terms of accessing documents and getting information processed in a timely manner. ### 29. New User - Very Excited! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2018 **What do you like best about Indio?** I like how easy it is to add apps specific to each insured. I also like that you can upload the previous app from last year for reference. **What do you dislike about Indio?** So far, the only thing I dislike is how long it takes to create a physician roster as a spreadsheet. With rosters with more than 50 providers, it can be strenuous. I also have to get used to the new layout of the roster compared to what I am used to in the typical excel document. **Recommendations to others considering Indio:** It a slow start but once you get the hang of it, it is easy and worth it! **What problems is Indio solving and how is that benefiting you?** I believe this is solving our issue as an industry of being out dated with regards to technology. ### 30. Big time saver with a great technology **Rating:** 5.0/5.0 stars **Reviewed by:** Frank B. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2018 **What do you like best about Indio?** the forms ability to map to other forms with the same information. reducing touch points and errors **What do you dislike about Indio?** would like more options to set template for required field etc. **What problems is Indio solving and how is that benefiting you?** it solved the hassle of trying to gather data from clients and re-entering it ### 31. Indio Review **Rating:** 5.0/5.0 stars **Reviewed by:** Dawn W. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2018 **What do you like best about Indio?** How everything is in one system, clients can easily use it a great tool for our company and collecting information **What do you dislike about Indio?** First setting it up. Takes a lot of time to enter it all in **What problems is Indio solving and how is that benefiting you?** open and easy communication process between us and our client in retrieving information ### 32. I use indio to work directly with the clients without needing them to come into the office. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2018 **What do you like best about Indio?** I like being able to submit the form to the insured and then they are able to update information on the spot. The correspondence is great for business when you are dealing with a lot of clients out of state. **What do you dislike about Indio?** I dislike that I can't make every column mandatory. **What problems is Indio solving and how is that benefiting you?** Communication is becoming much easier wit indio. ### 33. Indio is a timesaver **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2018 **What do you like best about Indio?** I like how it pulls information and all information will be there for next year **What do you dislike about Indio?** Some hiccups that we have noticed. Missing questions and things **What problems is Indio solving and how is that benefiting you?** Timesaver ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-25+13%3A14%3A48+-0500&secure%5Bsession_id%5D=fe68733b-64ff-432c-8c7e-bd4b6770b814&secure%5Btoken%5D=1cb469fdc59810bc065ad9aa814993ece84001c25ebbbbe3676fcb32aacd8ead&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 (22 reviews) - [Policy Bazaar](https://www.g2.com/products/policy-bazaar/reviews) - 4.1/5.0 (18 reviews)