Indio Reviews & Product Details

So far I have used the e-signature feature the most, it is clear and easy to use. I enjoy that once a document is completed a PDF of the document is immediately sent. My only trial I have run into is that the applications are not accessible on a mobile device. The help team was ON IT and helped me right away the first time I ran into this issue. Review collected by and hosted on G2.com.

I have yet to been able to bridge our client list from our AMS into Indio. Although making a client is quick and easy, it would be nice to already have our active clients in there! Review collected by and hosted on G2.com.

The fact that the applications aren't paper, it puts the renewal info all in one system, and information is filled out with other apps so clients don't have to type in things a second time. Review collected by and hosted on G2.com.

It's new, so it doesn't communicate renewal updates back to our agency management systems--YET. I know that is in the works Review collected by and hosted on G2.com.

I really enjoy using the submission feature of Indio. For the agent, it's easy to highlight the necessary fields for the client to complete and for the client, it's easy to see what needs to be done. The site does a great job of making everything easy to use by laying out the steps. Review collected by and hosted on G2.com.

I do not like the E-signatures. I wish it were more similar to Docusign where you can upload multiple at once rather than having to send individual documents and a separate email each time. It's time consuming and the client does not appreciate an influx of emails in their inbox. Review collected by and hosted on G2.com.

I like best that Indio as an outstanding tech platform that allows you to work with your clients by filling important insurance documents such as renewals applications and creating submissions by grouping your clients. Review collected by and hosted on G2.com.

Is not that I dislike is more that sometimes clients don't want to be familiar with new tech and as we have been changing our old platform to this new one sometimes they overreact about it and complain. Review collected by and hosted on G2.com.

I appreciate the ease of use and intuitive nature of the application. It syncs with our agency management system to make flow of information easy and it remembers information entered year over year which provides a huge time saver for our clients. Review collected by and hosted on G2.com.

Just getting started on the program so not too any glaring issues yet. Review collected by and hosted on G2.com.

I love the fact that the majority of our applications are already in their system. I started using them for our E&S renewals first. We always have to have acords and supplemental applications at each renewal. They have made it simple and easy to get the applications completed and back from our insureds. I also love the lead capture pages. I keep building new pages to help with certain workflow processes in our office. Review collected by and hosted on G2.com.

We have found that if we email out of Indio the emails go into the SPAM folder. We have adopted the process of copying the link and email out of our system so that it is documented in our AMS. Review collected by and hosted on G2.com.

The feature I like the most is the link that you can copy in an email to the insured and several people are able to access the information (controller/owner etc) Review collected by and hosted on G2.com.

I am still in the honeymoon stage of Indio therefore I cannot think of any negative comments at this time Review collected by and hosted on G2.com.

The ease of use of this platform is wonderful. Our Commercial team is made up of veterans and newbies and there is no steep learning curve with Indio. It is very intuitive for both our colleagues and clients. Review collected by and hosted on G2.com.

Honestly, nothing so far! We are still new to the system but so far everything has been easy as pie. If we do have a question we know who to reach out to and always have answers immediately. Review collected by and hosted on G2.com.

It's nice to have the renewal docs all in one place. Review collected by and hosted on G2.com.

I wish there was a simpler/easier way to mark the sections on documents that require an answer from the insured. Review collected by and hosted on G2.com.

I love that finished applications are delivered straight to my Inbox immediately upon completion. It saves precious time between receiving the signed application and submitting to my underwriters. I am able to quote more quickly, which is fabulous. Review collected by and hosted on G2.com.

I wish this information transferred to Applied EPIC. Ideally I would like information to transfer seamlessly into ACORD forms and even appear within the general client account information. It would save a lot of time and confusion to be able to import the address, email, phone number, and FEIN into the client's profile within the agency management system. Review collected by and hosted on G2.com.