Indio Reviews & Product Details

Being able to see the status of an account and streamlining the application process Review collected by and hosted on G2.com.

It should be a little more intuitive. I would like to see a visually more appealing website Review collected by and hosted on G2.com.

I love their easy access to forms and simple procedure of getting new forms added on. Review collected by and hosted on G2.com.

The only issue is not adding a contact if they do not have an email address. Review collected by and hosted on G2.com.

It is very user friendly and I am able to use the information from year to year. Review collected by and hosted on G2.com.

There are really no down sides to Indio in my opinion. We have had nothing but positive feedback. Review collected by and hosted on G2.com.

Clients don't have to print their forms. Paperless makes their lives easier Review collected by and hosted on G2.com.

That we would have the authority to upload forms, such as applications, when needed in place of having to wait on someone Review collected by and hosted on G2.com.

Seamless renewals and new business. I cannot operate our firm without this platform. Review collected by and hosted on G2.com.

Sometimes there are errors, but the team quickly jumps on and fixes issues Review collected by and hosted on G2.com.

Ease of renewal supplemental info gathering. Review collected by and hosted on G2.com.

Inability to mark certain sections or workbooks as required. Leads to customers submitting information that hasn't been completed. Review collected by and hosted on G2.com.

Indio can be useful for signing documents. Review collected by and hosted on G2.com.

The poor work ethic of the Indio team. The cumbersome processes of Indio. The inability to alter dates for reminders. Review collected by and hosted on G2.com.

The program makes the process easy to get policies canceled and applications signed. Review collected by and hosted on G2.com.

For this program, i don't think there is anything i don't like. Review collected by and hosted on G2.com.

Fast & Easy to received signatures that are needed. Easy to walk customers through if they are having issues. Review collected by and hosted on G2.com.

I send all through "e-signatures" and it never fails the customers will call me and say "there are no applications shared with me" then I have to say to select e-signatures from menu. Review collected by and hosted on G2.com.

Supplemental Applications - sending them to various contacts to complete electronically. Review collected by and hosted on G2.com.

I am still learning other functions. Some things seem like double work. Review collected by and hosted on G2.com.