Indio Reviews & Product Details

Indio has been a GAME CHANGER for our agency! The tool makes it easy for our clients and our team! Looking forward to continued innovation! Review collected by and hosted on G2.com.

Bumps in the road at first, but the tech has gotten much better - hope that and its capabilities continue to expand! Review collected by and hosted on G2.com.

Using Indio at my agency has saved so much time and energy! Having all of the applications in one place for us to manage and for the client to review is such an understated value. For our clients, it has allowed them to complete and SIGN the applications online rather than printing out tons of pages to hand-write and sign, then scan and email back to us. I found that I have a much better completion rate using Indio than email alone. It's really a game changer. I love that the client can upload financials and other important documents and that you can mark those items as necessary before they are able to submit the app. The e-signature feature is a great tool for binding subjectivities such as D-1 and TRIA forms. Overall I love it and would recommend to all of my colleagues in the industry. Review collected by and hosted on G2.com.

Having new apps uploaded can sometimes take a bit of a long time. When you're in a rush and the app that you need isn't there it can stall the process. Of course this is just a matter of usage throughout the different agencies, so I understand if one is not there, I just wish it could be mapped sooner than the 7-10 day estimate that is given.

I also wish, when using the different entities feature, you can archive just one entity instead of the whole entire portfolio. That would be ideal. Review collected by and hosted on G2.com.

This is a much easier way for us to gather the information that we need. The online applications and e-signature options make life so much simpler than how we used to do our renewals, which was via email. It is also nice to have all our information, including schedules and other documents in one location so we can quickly grab everything. Review collected by and hosted on G2.com.

The documents tab is a bit cumbersome, it could definitely use folders. The email summaries are a little confusing the first time or two you get them. I received individual emails that were not reflected in my summary email which was a bit confusing. There is no way to download all documents at once. One of my clients submitted almost 50 documents in one day and I had to individually download and save down each one. Review collected by and hosted on G2.com.

How easy it is to navigate, I can set up a client in 10 seconds and start sending documents. It is pretty straight forward. I like how easy it is to go through documents to input signature and date fields. When doing a supplemental app, it really is simplified. Review collected by and hosted on G2.com.

Some of our clients are old school, they do not like the thought of checking email. It is hard to sell to clients who are not tech savvy. Can only use for certain clients that like e-signatures. In our agency, we also ask, "Would you prefer e-sign or plain? We have a new platform called Indio that we can send documents for electronically." That helps us eliminate what clients to send to. Overall, it is not a dislike- as it is not Indio's fault. Review collected by and hosted on G2.com.

Very exhaustive list of insurance applications, user friendly interface that is easy to use and understand. Platform has been easy for us to capture information from new prospects, setup e-signatures for documents required for signatures, and to work on renewals for current clients. Support team is very communicative and readily available if we have any questions or issues. Review collected by and hosted on G2.com.

There are some missing integrations with email and management system that would allow for better workflow between what we use on a daily basis. Also, the support team has been a little slow to respond in providing new forms when we submit over forms that are not a part of the forms library. Review collected by and hosted on G2.com.

I like how simple this platform is to use. You don't have to sit through hours of training to try and figure out how to use the platform. They have a very well put together "Help Center" that will answer just about any question you might have. Review collected by and hosted on G2.com.

The only thing that I would like to see added is the ability for us to add our own custom forms. It is a minor detail, but it would be convenient instead of having to send the forms to their team first. Another issue that we have ran into is our clients not knowing or wanting to use a new technology. They like how things are and want to keep it that way. After training our clients on how to use this platform and how easy it is, they end up loving it. Review collected by and hosted on G2.com.

That I don't have to handhold the client, I can hide sections that might confuse them, there is a wide variety of applications. One of the best things is that if a supplementary application is not in Indio, I can email them and it gets added extremely quickly. Every time I've interacted with someone with Indio they've been extremely nice as well, which definitely helps! Review collected by and hosted on G2.com.

Sometimes it can be confusing for clients, though that may just be because they aren't used to filling out applications like this much less online. I also wish there was a way to require certain sections or boxes to be completed. That's my biggest issue - sometimes an applicant will be "completed" but there are glaring gaps in the information we need. So I do wish that there was something to check, similar to how you can hide sections, that would require information in that section before the insured can sign/complete the application. The only other thing I can think of is it would be nice if we could make it so they cannot sign right away, just complete it. Sometimes carriers require the application to be signed close or on the date of binding, so if they signed it earlier it can be difficult to get that signature off and get a new one (plus it means they have to sign it twice). Review collected by and hosted on G2.com.

Indio fills a need our clients have wanted for years! We have pushed carriers to create digitized applications and never got anywhere. We worked with Indio to get all of the apps we use built out in the system, and now we are just rolling through sending them to customers. Our implementation team and customer support staff from Indio have been incredible resources in utilizing the system. Review collected by and hosted on G2.com.

With adopting any new system and workflow, there are barriers to the change both with internal staff and with clients. We are still learning the integration capabilities with our AMS. Review collected by and hosted on G2.com.

Can upload needed documents for use later. Provides easy access for clients to complete apps and supplementals. Love the options we have with questions such as hiding items/sections. Review collected by and hosted on G2.com.

Can be cumbersome with the amount of questions. Review collected by and hosted on G2.com.

How easy it is for the client to complete forms vs the old PDF applications. Has tremendously reduced the back and forth with clients to obtain required information. I like the ability to make fields mandatory as well as provide instructions for what information is being requested in specific fields. Review collected by and hosted on G2.com.

I have yet to find anything that doesnt work for me and the agency. Review collected by and hosted on G2.com.