How We Make the Application and Renewal Process Easier
Massive form library
Massive form library
Access our vast library of 10,000+ supplemental carriers forms, ACORD forms, custom agency forms, and business questionnaires. If you cannot find the form you need, we will digitize it for you.
eSignature
eSignature
Ink the paper online with e-signature technology built right within the digitally “smart” insurance forms, removing the need to download, print, scan, fax, email, and/or snail mail the many forms that are required to be signed during the application and renewal process.
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Intelligent Activity Tracking
Collaborative Environment
Renewal Verification
Schedule workbooks
Send Carrier / Underwriters Submission Packets
Management System Integration
Schedule Workbooks
Existing schedule workbook data can be uploaded into the Indio portal, instantly turning your client’s schedule data into an interactive online table. You and clients can collaborate without the need of sharing large excel files and documents.
Intelligent Activity Tracking
Stay informed of when your clients log into the Indio portal, fill out information, sign forms, and submit data. As clients make changes, we will intelligently show you which changes were made so you no longer must search line by line.
Collaborative Environment
Provide multiple teammates from your client’s organization access to specific applications, allowing for an online, collaborative application experience. Clients can easily leave comments and questions on any part of an application that they are unsure about to help facilitate a streamlined process.
Renewal Verification
When creating renewal packet for your client, data from the prior year will auto populate into the new year’s forms and applications, alleviating the need to rekey duplicate data year-over-year. When reviewing a renewal packet, clients simply verify which information has remained the same and edit what has changed from the prior year. All your client’s verifications and edits are logged in the Indio portal to mitigate your agency’s error & omissions exposure.
Send Carrier/Underwriters Submission Packets
Once your client has reviewed, signed, and submitted their submission packet, you can send forms/applications to a specific underwriter from within the Indio portal, along with a custom message attached.
Management System Integration
Exchange data between Indio and your management system to ensure information is accurate within both platforms. As a result, agencies increase time-savings, efficiency, and decrease E&O concerns.
