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

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:

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.

Reduce time and costs spent generating unnecessary insurance certificates due to outdated certificate holder lists.

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.
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.
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.
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.
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.
May 2023

Customizable Radio Buttons

Indio

May 2023

Customizable Radio Buttons

Enhance your customized forms in Indio with the addition of radio button options.
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.
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.
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.
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.

Indio

What's New in Indio

September 2024

Streamlined Certificate Holder Management

May 2024

Renewal Report

December 2023

Email History Reports

December 2023

Form Templates

June 2023

Submission Dashboard Charts

May 2023

Customizable Radio Buttons

April 2023

Customized Disclaimers

March 2023

E-Sign Workbooks

February 2023

Required Columns in Workbooks

February 2023

Active Submissions List Enhancements

Want to learn more about Indio?