The modern solution for the insurance application and renewal process. Turn the traditionally cumbersome insurance application into a simple, Turbo-Tax like experience. Indio® simplifies the insurance application process to make it fast, collaborative, and easy, saving you and your clients time and money while minimizing E&O exposure.
What's New in Indio
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September 2024
Streamlined Certificate Holder Management
Indio
September 2024
Streamlined Certificate Holder Management
We know managing updates to certificate holder lists during renewals is time-consuming and manual. With a seamless, connected workflow between Applied CSR24 and Indio, you can:
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Make it easier for your insureds to provide updated certificate holder information via an Indio schedule during renewals based on the current list managed in Applied CSR24.
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Reduce time and costs spent generating unnecessary insurance certificates due to outdated certificate holder lists.
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Limit Errors and Omissions (E&O) risk by easily collecting and reviewing certification holder details through Indio, then automatically updating data back in Applied CSR24 to keep lists accurate and up to date.
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July 2024
Activities in Applied Epic
Indio
July 2024
Activities in Applied Epic
Eliminate the need to check multiple systems or manually replicate the Activities log from Indio into Applied Epic. By documenting agent and client actions in Indio within the notes of an Applied Epic Activity, it keeps track of the status of activities and reduces duplicate data entry.
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May 2024
Renewal Report
Indio
May 2024
Renewal Report
Optimize your speed-to-market by analyzing the number of days spent processing policy renewals to identify and address bottlenecks in current workflows.
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December 2023
Email History Reports
Indio
December 2023
Email History Reports
Maintain visibility into system performance and easily identify issues that need to be resolved through a centralized console. Additionally, you can obtain detailed application usage metrics and comprehensive audit trails on key activities like reminders, send-to-client, and send-to-carrier.
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December 2023
Form Templates
Indio
December 2023
Form Templates
Save time and ensure consistency across your brokerage by pre-configuring application customizations using form templates. Increase your speed to market by eliminating time spent on repetitive set-up with the ability to easily access templates through a central library.
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June 2023
Submission Dashboard Charts
Indio
June 2023
Submission Dashboard Charts
Submission Reports is a new tab on the Reports menu that provides analytics for managing how your brokerage uses Indio for data collection submissions. It is available for both Admins and Managers.
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May 2023
Customizable Radio Buttons
Indio
May 2023
Customizable Radio Buttons
Enhance your customized forms in Indio with the addition of radio button options.
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April 2023
Customized Disclaimers
Indio
March 2023
Customized Disclaimers
Customize your e-mail disclaimers sent from Indio on a per-broker basis with this feature.
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March 2023
E-Sign Workbooks
Indio
March 2023
E-Sign Workbooks
Ensure workbooks get reviewed for completeness with the ability to set signature requirements on workbooks.
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February 2023
Required Columns in Workbooks
Indio
February 2023
Required Columns in Workbooks
Get more complete information from clients with the ability to mark specific columns as required in workbooks.
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February 2023
Active Submissions List Enhancements
Indio
February 2023
Active Submissions List Enhancements
The submissions list has been streamlined to show only active submissions. Submissions with a past Effective Date are automatically updated to a status of "Completed" so they drop off the list. Additionally, only the last activity performed by a client user appears, making it easier to see when a client last completed a request on a submission.
