Categories:

#24

Indio is ranked #24 in the Insurance Agency Management Systems product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Indio Pricing

Based on our most recent analysis, Indio pricing starts at $50 (Per User, Monthly).

Price
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Starting From
$50
Pricing Model
Per User, Monthly
Free Trial
Yes, Request for Free

Training Resources

Indio is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Indio:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Indio Benefits and Insights

Why use Indio?

Key differentiators & advantages of Indio

  • Digital Application Process: Eliminate data redundancy and create a paperless application and renewal process with a digital platform. 
  • Improved Client Experience: Allow real-time collaboration between clients and their agents with an online client portal. 
  • Smart Questionnaires: Access a library of 10,000+ forms to auto-fill fields based on previously recorded information and shorten the application process. 
  • Smart Scheduling: Collaborate on scheduling data in real-time to track changes and eliminate conflicts with proprietary schedule workbooks. 
  • Centrally Accessible Database: Easily update client and policy information from a secure, centralized database. 

Industry Expertise

Designed specifically for use in the insurance industry.

Indio Reviews

Average customer reviews & user sentiment summary for Indio:

User satisfaction level icon: excellent

542 reviews

90%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Indio reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Streamlined Certificate Management: Users praise Indio's platform for simplifying the process of managing and tracking insurance certificates, eliminating the need for manual follow-ups.
  • Improved Client Experience: Indio receives positive feedback for its user-friendly interface, which simplifies the insurance application process for clients and reduces the need for repetitive data entry.
  • Increased Efficiency: Many users highlight Indio's ability to automate tasks, such as data entry and renewal reminders, which frees up their time to focus on more strategic work.

Cons

  • Limited Carrier Options: Some users have expressed frustration over the limited number of insurance carriers available through Indio, which may not include their preferred or existing providers.
  • Technical Issues: Occasional reports of technical glitches, such as slow loading times or difficulty integrating with other software, have been noted by some users.
  • Customer Support Concerns: While generally positive, there have been instances where users felt customer support responses were slow or unhelpful in addressing specific issues.

Researcher's Summary:

Is Indio worth its weight in gold, or does it leave users feeling like they're getting the third degree? User reviews from the last year skew overwhelmingly positive, with many highlighting Indio's efficiency and user-friendliness. Customers rave about how Indio simplifies the often-cumbersome process of managing insurance forms and submissions. For instance, one user, a small business owner, shares that Indio has significantly sped up their form processing time, making it "faster and easier to attach forms for clients." Another user, an insurance professional, describes Indio as a "game changer," emphasizing how the platform streamlines client interactions and document management. While Indio garners substantial praise, some users point out minor areas for improvement. One user observes that while the platform excels in simplifying applications, the organization of questions doesn't always align perfectly with the traditional paper-based format, leading to occasional confusion. However, this critique is overshadowed by the abundance of positive feedback emphasizing Indio's time-saving capabilities and intuitive design. Users consistently praise the platform's ease of use, with one user stating that even their less tech-savvy clients find it easy to navigate and complete applications. Another user highlights the convenience of the e-signature feature, allowing clients to sign documents remotely, further streamlining the process. Overall, Indio emerges as a powerful tool for insurance professionals and businesses alike. Its ability to simplify complex processes, improve efficiency, and enhance the client experience makes it an invaluable asset in today's fast-paced business environment. Indio is particularly well-suited for insurance agencies and businesses that frequently handle insurance applications and renewals, as it significantly reduces administrative burden and allows for a more streamlined and efficient workflow.

Key Features

  • Form Library: Access a massive digital library of supplemental carrier forms, business questionnaires, custom agency forms and ACORD forms. 
  • Workbook Scheduling: Seamlessly integrate existing schedules into the workbook portal. Turn the clients’ calendars into interactive online tables to encourage collaboration. 
  • Intelligent Tracking: Intelligently track client interactions in real time. Eliminate manual search and always stay up-to-date on form submissions, leads and client data. 
  • Collaboration: Allow teammates from multiple business units to collaborate on specific projects. Accommodate client feedback and reviews to create a cooperative application ecosystem. 
  • Renewal Verification: Automatically populate renewal forms and applications based on existing client data. Customers can verify prefilled information and submit edits directly through the portal to minimize errors and omissions (E&O). 
  • Electronic Signatures: Incorporate eSignatures into its smart, digital forms to significantly optimize the application and renewal process. 
  • Underwriters Submission Packets: Assign approved and reviewed submission packages to specific underwriters. 
  • Management System Integration: Cross-check the platform’s data with information stored within the agency’s management system to ensure complete data accuracy. 

Limitations

At the time of this review, these are the limitations according to user feedback:

  •  Provides minimal renewal mapping from year to year. 
  •  The eSignatures option can be confusing for clients. 
  •  The UI is less intuitive for beginners. 
  •  In some cases, submitting forms to the system can be cumbersome. 

Suite Support

The vendor provides 24/7 customer assistance via support centers based in North America, the U.K. and Ireland. The Applied Community portal hosts a dedicated support portal where customers can communicate with support staff, view ticket status, review billing information, check transactions and more.

mail_outlineEmail: Not specified.
phonePhone: Not specified.
schoolTraining: Access online, instructor-led training courses via Applied University. Customers can also request on-site, personalized product training tailored to meet individual requirements.
local_offerTickets: Visit the Applied Community portal to submit a support request.
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