--- title: Indio Reviews meta_title: 'Indio Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 131 reviews by the users' company size, role or industry to find out how Indio works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 131 scale: '5' date_modified: '2026-06-15' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # Indio Reviews **Vendor:** Indio Technologies **Category:** [Other Insurance Software](https://www.g2.com/categories/other-insurance) **Average Rating:** 4.6/5.0 **Total Reviews:** 131 ## About Indio Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure. The white-labeled platform comes pre-loaded with a library of 10,000 digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secure document sharing. ## Indio Reviews ### 1. Great e-signature platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2024 **What do you like best about Indio?** ability to maintain and update documents year over year **What do you dislike about Indio?** if you need to edit a document after it's loaded for e-signature, you have to delete the entire signature and re-do. **What problems is Indio solving and how is that benefiting you?** helps maintain applications year over year; and has a decent e-signature capability ### 2. Great tool for submissions and forms **Rating:** 4.0/5.0 stars **Reviewed by:** Mechelle S. | Insurance Agent, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Indio?** It makes it faster and easier to attach forms for clients to review, complete and sign. **What do you dislike about Indio?** All the set up but that's with anything. **What problems is Indio solving and how is that benefiting you?** Makes it way faster to find and send forms to clients. It pulls all the information from file without me wasting time retyping. ### 3. INDIO IS A GAME CHANGER **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole (Nikki) E. | Commercial Lines Team Leader - Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2024 **What do you like best about Indio?** To be Honest, implimenting Indio seems like more work to most people that start utilizing this App. What they dont realize is the time it takes to enter this info in to the system and to review the apps before sent to the client to help updated the info you already have in the clients file, Is actually going to be about the same time It takes to have the insured complete apps and Review these apps with the client etc. and this helps reduce our time spent explaining the App process to cilents. the Clients can complete from EVERYWERE they are allowed to have a phone. and it helps to document the whole process. This is a big Help for E&O Prevention. After first year it is a HUGE TIME Saver - LOVE INDIO Once you get used to the Indio capabilitites this program can be used for so much more. we also Love how it helps us stand out from other agencies. it elevates our customer service and support above the rest of the agencies that are not using it. the insureds love being able to start and stop the app when ever they want. the Amount of time they take to complete the apps is greatly reduced due to the app being available everywhere. It helps us Provide our customers better Service. GIving us more time to focus on the client. **What do you dislike about Indio?** There is not much i dont like about indio. I would have to say we have an issue with EPIC and Indio talking to eachother some times. RIght now indio is not sending info back to epic after our insured compeltes there Updated Templates (Auto Schedules, Drivers Schedules, Location changes, Payroll and sales updates). We are trying to figure out why but it would be nice if this was a bit easier. i know that indio is mapped to go to certain fields and we have created our own templates but still not working. **What problems is Indio solving and how is that benefiting you?** this gave us a formate to be in the Current century with technology. EVERY where we go they are Implimenting paperless. this helps to truely be paperless. it gives us a formate to collect information on a prospect we are marketing. we use it for signing documents. Creating a new business form for commercial and personal lines. WE also use this to Provide applications for new prospects. THe REnewal process has become so easy, we simply created our own templets and then we send the whole submission with the apps needed to the client. to review their payrolls, Auto Sch, Equip Sch, Drivers Sch, Updated payrolls & sales, updating locations information (it can be used to replate the Summary of insurance to review with a client for changes prior to renewal. Updates should upload in to Epic but for some reason we have an issue here. ### 4. An Amazing Experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Eduardo R. | Sales Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2023 **What do you like best about Indio?** The friendly way of the website is easy to understand; what a great way to import and export data from primary sources and to have every submission ready on time for our clients and providers! **What do you dislike about Indio?** Still taking some step-to-step things, there have been issues related to specific data to be imported from one tab to another and information input missing when attaching it to different sides of Indio itself. **What problems is Indio solving and how is that benefiting you?** Saves lots of time! Its easy interface helps reaching out several contacts with just one click, it's easy to get documents signed by our clients and to get responses from our providers as well. ### 5. Indio is one of the best additions to the Applied family of products. **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica B. | Account Manager Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Indio?** I love how it's designed to make the customer's life easier, and just happens to also make the account manager's life easier. My favorite part is the reports of the changes made to the schedules. **What do you dislike about Indio?** I wish that you could pull attachments from Epic direct into Indio. Other than that, I really enjoy how it works. **What problems is Indio solving and how is that benefiting you?** Makes the renewal process easier for my customers. The supplemental applications on renewal are so simple for the clients, that I often have them calling me to make sure they aren't misisng something since they are so used to these things taking so much more of their time. I also like the clean & crisp way we can get the changes to the schedules back which is much better than how we used to do things. ### 6. What we were waiting for since the 80's **Rating:** 5.0/5.0 stars **Reviewed by:** Ronald D. | Large Account Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Indio?** Indio is what we have been waiting for. Many Surplus lines applications (and even ACORD) look EXTREMELY complicated in their printed form. But with Indio turning these into a list of questions that an insured can answer on line with the click of a mouse or typing a few words in a box, and they can attach documents that are too large to email, as the average everyday person is NOT always versed in things such as ZIP Files, photo files, pdf's and etc. The automation of the complex Surplus and Excess Lines applications into a easy to use (for the client) electronic form. And the online signature without all the eSignature set and whatnot is excellent!!! **What do you dislike about Indio?** More complex accounts are not as easily done through Indio due to limitations of (for example) only one type of worksheets. Larger ($200,000) accounts may have multiple policies of the same type. E.g. they may have multiple property policies, but you can only have one Property spreadsheet per submission, so the workaround is to create multiple submissions for the insured to view through. But this is getting better. **What problems is Indio solving and how is that benefiting you?** I have worked on so many. We haven't really had any "Problems" Their service is great, and they are very fast to respond to issues. There is not really much that I can put here. ### 7. Ease of Use **Rating:** 4.5/5.0 stars **Reviewed by:** Heather W. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 25, 2021 **What do you like best about Indio?** I love the ease of use of Indio. The client-side of the interface allows for less confusion than sending a blank application with additional notes to the client to let them know of areas that may not apply to them. You can hide regions that may not apply to this specific client, and the form is clean when made into a PDF document. **What do you dislike about Indio?** I would like if my agency would use Indio to its fullest capability. I just found out about being able to add last year's PDF document so the client can compare their current responses to last year, and that was huge. Sad I didn't know about it sooner. **What problems is Indio solving and how is that benefiting you?** Indio has allowed me to monitor my client's activity within the program so I can also check to see if they might be needing some assistance with some regions of the applications. It allows me to see what they see and make sure they are completing required areas within the applications. ### 8. Easy and efficient! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2019 **What do you like best about Indio?** The fact that my clients don't have to fill out the same information over and over again. **What do you dislike about Indio?** The capability to upload my own excel workbook instead of pulling from epic, which is currently being updated so this will turn into a like. **Recommendations to others considering Indio:** No, the only recommendation I had regarding uploading workbooks is currently in the works. Indio is awsome! **What problems is Indio solving and how is that benefiting you?** I save time requesting applications from the carrier. The client has completed applications to refer to, which saves the client time as well. ### 9. Everything is really great- except the mapping **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2020 **What do you like best about Indio?** Love having all applications in one place and that they are updated fairly quickly, the ability for the insured to sign the application, and the reminders. Indio gets basically everything right, but their mapping. **What do you dislike about Indio?** The mapping needs HUGE improvements. We are coming up on our first year of renewals,a nd of course the application revisions have changed. Th renewal should copy over all information from the expiring year to the renewal. The applications are never that different, but we have minimal mapping from one year's application to the next . Not to mention the minimal mapping between each company's application. I wish they could get this sorted out. **Recommendations to others considering Indio:** If you are looking to have renewal application and schedules all in one place this is great. If you have to fill out multiple applications for the same insured, be aware that mapping is not complete and you will end up entering information on each application. **What problems is Indio solving and how is that benefiting you?** We run into a wall with the mapping issues, i am not sure what all the background details on the mapping, but this part of their platform may need some tweaking. Everything else is a benefit and we love that part. Frustrated with mapping. ### 10. Streamline Application Process **Rating:** 5.0/5.0 stars **Reviewed by:** Earl B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2020 **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. **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. **Recommendations to others considering Indio:** Implementation time frame is a bit long in my opinion. **What problems is Indio solving and how is that benefiting you?** The ease of marketing to our prospects and get completed applications in a timely fashion is great! ## Indio Discussions - [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.](https://www.g2.com/discussions/25162-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) - 1 comment, 1 upvote - [Is there a way to require specific information?](https://www.g2.com/discussions/is-there-a-way-to-require-specific-information) - 1 comment, 1 upvote - [Input the information form indio into Epic?](https://www.g2.com/discussions/input-the-information-form-indio-into-epic) - 1 comment, 1 upvote - [How close are you to integrate with Agency Revolution or Hawksoft?](https://www.g2.com/discussions/13238-how-close-are-you-to-integrate-with-agency-revolution-or-hawksoft) - 1 comment, 1 upvote - [View Indio pricing details and edition comparison](https://www.g2.com/products/indio/reviews/indio-review-4782300?section=pricing&secure%5Bexpires_at%5D=2026-07-05+12%3A07%3A36+-0500&secure%5Bsession_id%5D=7eb76679-9c43-4293-93c0-b009e88eec4b&secure%5Btoken%5D=46e347c2bb8814046dc4af08f2f276b6d85c2539c6a4f6633ad979521a2f46cf&format=llm_user) ## Top Indio Alternatives - [ImageRight](https://www.g2.com/products/imageright/reviews) - 4.4/5.0 (123 reviews) - [Applied CSR24](https://www.g2.com/products/applied-csr24/reviews) - 4.3/5.0 (21 reviews) - [Policy Bazaar](https://www.g2.com/products/policy-bazaar/reviews) - 4.1/5.0 (18 reviews)