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Indio helps agencies shorten the renewal process and win new business by providing clients a digital, online application experience. Indio's 10,000+ digital "smart-forms" library can be accessed in the Indio portal from anywhere, at any time by both agents and clients to allow for online collaboration and a streamlined application process.
With Indio, agencies provide clients an online insurance application experience. Clients can access Indio's online portal from anywhere to collaborate with agents in real-time. Indio’s smart-form technology alleviates the client's need to answer the same questions form to form, year-over-year, creating a streamlined, digital insurance experience.
Access Indio’s extensive library of 10,000+ carrier insurance forms and applications to build out your client’s commercial submission packets. Add forms at any time for new business, renewals, and cross or up-selling opportunities.
Access Indio’s extensive library of ACORD forms to build your client’s commercial submission packet and accommodate for new business, renewals, and cross or up-selling opportunities.
Indio’s proprietary technology, allows brokerages and clients to upload or build schedule workbook data, including Statement of Values, Driver Lists, Named Insureds, and more into the Indio portal, turning schedule data into a real-time collaborative spreadsheet capable of tracking changes year-over-year.
Digitize your agency’s proprietary custom forms, including New Business Questionnaires, Renewal Questionnaires, Coverage Checklists, Intake Forms, and more to build your entire client submission packet from within the Indio portal.
