Easy for us to use, easy for others to use Review collected by and hosted on G2.com.
Only does one thing, collects applications Review collected by and hosted on G2.com.
Easy for us to use, easy for others to use Review collected by and hosted on G2.com.
Only does one thing, collects applications Review collected by and hosted on G2.com.
It makes it so easy to receive signed documents. Review collected by and hosted on G2.com.
Some customer accounts will not import to Indio Review collected by and hosted on G2.com.
My clients love Indio. They report that completing an Indio app is easier and less stressful than a fillable form PDF. Review collected by and hosted on G2.com.
Sometimes, the app I need cannot be found in the app library. Review collected by and hosted on G2.com.
The insurance applications are easy to use Review collected by and hosted on G2.com.
Scrolling through the carrier applications Review collected by and hosted on G2.com.
Sharing worksheets with our insureds is great and allows them to make changes to their insurance coverage quickly. Review collected by and hosted on G2.com.
Sometimes the software can be finicky, and it can be difficult to transfer information to Epic. Review collected by and hosted on G2.com.

The tool itself is innovative in its approach to the renewal process and their support staff is always willing to help and open to new ideas to improve the product. Review collected by and hosted on G2.com.
There's nothing I dislike about the product. Review collected by and hosted on G2.com.
the ease of use I like the esignature and marketing section Review collected by and hosted on G2.com.
Nothing i like all use of INDIO at all times Review collected by and hosted on G2.com.
How Indio streamlines the information gathering process when it comes to new business and renewals. Review collected by and hosted on G2.com.
I wish reports could be automatically generated and there was a two way integration with Sagitta to put information back into the agency management system. Review collected by and hosted on G2.com.
Applications are clean and nice, ease of business with renewals Review collected by and hosted on G2.com.
my biggest issue is when I am setting up a carrier supplemental, certain apps contain dates and financial information and almost every time the system glitches on me, won't prefill the information correctly. It is somewhat hard to describe. And sometimes it takes about 10-15 seconds for the information to load so I can move onto the next question. Under the workbooks, I don't like how the columns move around when you have already moved them. I know there is a fix coming for this. I also hope with the fix that when we import either from epic or outside of epic that all the columns we have on the workbook pull over so we don't have to add them in to pull in the information imported. Review collected by and hosted on G2.com.

It streamlines our renewal process and saves us time which equals $$ Review collected by and hosted on G2.com.
Have not found anything to dislike yet. as new adopters. 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%