United States
Canada (English)
United Kingdom
Ireland
Applications back faster
A client fills the application online with your team alongside them, so the paperwork stops being the reason a bind waits.
Applied Epic®
Collect client information once and complete applications without the paper chase
Turn the cumbersome application process into a collaborative one. Your client completes CSIO forms and your own questionnaires online, and the answers file to their account.
Application submissions shouldn't feel so painful
Insurance applications still move by email, phone call and PDF, and every handoff with your client and in your brokerage loses detail. New business starts from a blank form, renewals ask clients to retype what they said last year, and your team rekeys all of it.
The Collaboration Portal in Applied Epic - the tool many brokerages still know as Indio – gets you and the client working together in one application, and the finished answers go seamlessly to insurers and onto the client account.
Key benefits
What collaborative digital applications change for your brokerage
Renewals clients don't dread
Last year's answers come back for the client to confirm, so a renewal takes minutes instead of an evening.
Staff time off data entry
Your team stops retyping what the client already wrote, and the finished answers land on the account without a second pass.
A record of what changed
If a client later says they disclosed something, the application shows what they answered and when they signed it.
Run a more collaborative and automated application process
How it works
Automatically fill past risk detail into the application for a head start
Upload dec pages or last year's application, and AI will read the documents and fill out the ACORD application. Eliminate the rekeying and provide the human approval before you get started.
Work the application online with your insured
Answer questions alongside multiple stakeholders from your client in one collaborative online form via a secure portal, so comments and changes are tracked. Stop the emailing and chasing phone calls.
Maintain a clean schedules view
Upload existing schedule workbook data so your clients can collaborate on the same live documents. Stop sharing large Excel files and documents and better manage version control.
Turn every renewal into a verification step instead of a full rebuild
How it works
Carry last year's information forward
Autopopulate last year's risk details into the new year’s forms and applications, so the client edits only what has actually changed. No full restarts required.
Automatically log every change as it happens
Timestamp each client made update, verification, and comment, so you can intelligently track what the client confirmed and when. Stop searching line by line for changes.
File the finished application to the account
Store the signed application and associated documents on the client account in Applied Epic, named consistently and logged as activity.
Key features at a glance
An application is only as fast as the forms behind it and the trail that follows it.
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Lead capture
Producers track new business in the same workspace where leads move to application.
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Bilingual forms library
Access CSIO forms, insurer supplemental applications and custom brokerage questionnaires, in English and French.
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Smart question mapping
Map answers to every relevant question across forms, so nobody enters the same detail twice.
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Insurer submission packets
A reviewed and signed application goes to one insurer or several at once, submitted by email or automatically via APIs.
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Documents attached to the account
Finished documents file into Applied Epic attachments with consistent naming and activity association.
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Submission and adoption reporting
Dashboards and custom reports show where applications stand and how much of the team is using them.
What customers see from the Collaboration Portal
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35+ min
Faster per renewal form
Estimated time saved when last year's application sits beside the new form for review.
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75%
Less back-and-forth with the insured
Questions and comments stay inside the application instead of scattering across email and phone.
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10%
Increased New Business and Retention
Get applications back from clients faster, so more quotes go out and more renewals stay on the books.
Frequently asked questions about the Collaboration Portal
Collaborative insurance application software is how you and your client complete and sign applications online instead of trading paper forms, PDFs and email. You both work the same application, your client signs it digitally, and you send the finished packet to insurers without printing anything. The Collaboration Portal is Applied Epic's collaborative insurance application software.
Yes. The Collaboration Portal is a module for insurance forms and applications that is part of the Applied Epic platform, formerly known as Indio®. If you have used or are using Indio for application collection or eSignature, you are already using the Applied Epic Collaboration Portal.
Yes. The Collaboration Portal is part of the Applied Epic platform, so the application you and your client complete files to the client account with its documents and its history. Bi-directional policy form integration is not part of the Canadian offering, because Canada uses CSIO rather than ACORD for commercial lines.
Yes. The forms library carries CSIO forms, insurer supplemental applications and custom brokerage questionnaires in both English and French. That matters for brokerages placing business in Quebec, where Bill 96 requires French to be used with clients, and for francophone clients in other provinces. Both versions come from the same application, so nothing is retyped.
Every client verification, edit, comment and schedule change is logged automatically with a timestamp, so the file shows what was collected, what the client confirmed, and when. That's the record you can point to if a client or insurer ever disputes what was submitted and when.
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Blog
Indio vs Traditional Submissions for Canadian Brokers
Discover how brokers who use Indio for digital insurance application submissions gain a competitive advantage.
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Video
Indio Integration for Epic Forms
Learn how the Indio and Applied Epic Forms integration eliminates redundant data entry, reduces errors, and streamlines commercial lines workflows to prevent E&O.
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Ready to leave manual paper applications behind?
See one application completed with your client, come back signed, and file to the account with its documents without anyone rekeying it.