Earl B.
EB
President
Small-Business (50 or fewer emp.)
"Streamline Application Process"
5/5
What do you like best about Indio?

When I first was introduced to Indio, the price was what kept me away. I was totally intrigued by the concept and thought it would be very beneficial to an agency. Being able to send a link to my customer / prospect was a game changer. As a niche marketer we do not depend on the business in the local area to survive. We reach across the Southeast to market our product. It is difficult with that type of reach to conduct business on a face to face basis. our top 3 for Indio are:

1. Ability to send a streamlined application process to our prospect or customer.

2. The return app comes to us e-signed and ready to submit to the carrier.

3. The ability to require certain needed information for the application process. Review collected by and hosted on G2.com.

What do you dislike about Indio?

The on boarding process is cumbersome for an intuitive product like this. Seems that there are a lot of people in the background. could be a smoother process. The length of time to get up and running after payment is too long. The ability to export the information to our agency management system is not available. Some forms do not map correctly in the system. Review collected by and hosted on G2.com.

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