Resources
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eBook
Successful Change - Indio Handbook
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eDoc
Accounting User Defaults
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eDoc
Default & Recurring Entries
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eDoc
Transaction Listview Configuration
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Video
Commission Download Suspense
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Video
Installing the Connection Suite
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Job Aid
Managing Premium Payables in Applied Epic
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Job Aid
Managing Servicing Screens for Accurate Transactions in Epic
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Video
Register for Live Help
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Video
Workflow Track Other Resources
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Video
Benefits Field Defaults
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Video
Benefits User Visibility Profile
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eDoc
5 Epic Benefits Reports for Data Cleanup
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AU Course
Applied Benefits Designer Configuration - Epic Integration
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AU Course
Working with Activities and Tasks (Benefits)
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Job Aid
Insured Client Document Upload
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AU Course
Creating Requests for Proposal
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AU Course
Presenting to Clients - Introduction
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AU Course
Creating a New Proposal
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Webinar
What's New Webinars - Applied Epic 2021
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Webinar
What's New Webinars - Applied CSR24 2021
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Webinar
What's New Webinars - Applied Rating Services 2022
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eDoc
Common Communication Log Errors
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eDoc
Managing Claims Download and Activities
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Job Aid
Default Fields on Servicing Screens for Accurate Transactions in Epic
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Job Aid
Verify Transaction Commission Reports in Epic
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Webpage
Indio Help Portal
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AU Course
Sending SMS Text Messages from Applied Epic
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Job Aid
Applied University (Job Aid)
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eDoc
Applied Epic Browser Guide
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AU Course
What's New Webinars
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AU Course
Applied MobileInsured App Basics
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Video
Preparing for Month-End
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Job Aid
Analytics Performance Trends
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eBook
Analytics Data Validation
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AU Course
Applied Benefits Designer Configuration - Branding
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AU Course
Applied Benefits Designer Configuration - Add or Maintain Carriers
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Video
Top 5 Reasons to Sync Applied Epic and Applied Benefits Designer
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Job Aid
End-of-Quarter Small Group Renewals Timeline
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Blog
3 Post-Renewal Communication Tips to Enhance Your Value as a Benefits Broker
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eDoc
Applied Mobile Service Requests
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eDoc
Form Library
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eDoc
Indio Integration with CSR24
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eDoc
How to Sync Account and Contact Information to Indio From Applied Epic
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Video
One Directional Applied Epic Integration
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Video
CSR24 Analytics
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Video
Epic Action Item for Managing Self Service Portal Users
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Video
Interface Automation
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Video
Single Sign On
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Video
Bill Pay and Cert Reprint/Reissue
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Video
Zip Certs
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Video
Date Off Holders
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Video
Batch Endorsements
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Video
Suspense Recycle Bin
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Webinar
IVANS Exchange Dashboard Webinar
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Video
What Is Indio Technologies?
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Video
Indio's Send to Market Feature
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eDoc
Creating a Submission with the Bi-Directional Integration
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Webpage
IVANS Exchange Overview
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eDoc
How to Build and Digitize Your Agency Forms
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Video
Intro to Applied Insured Services Digital Solutions: Certificates
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Video
Navigating Documents in Indio
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Video
Internet Browser Tips
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Video
CSR24 Multi-Factor Authentication
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Webpage
Indio Document Security
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Help File
CSR24 Help File
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Webpage
Indio - Utilizing the "Renew a Submission" Feature
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AU Course
Import Prospect to Applied Epic
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Video
Import or Export Risks (Application Detail to Excel)
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eDoc
Applied Mobile Basics
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eDoc
Applied Mobile Interactive Data
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eDoc
Applied Mobile Risk Analysis
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eDoc
Navigating in Applied Mobile
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eDoc
Email Campaign Roadmap
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eDoc
Applied Pre-Built Campaigns
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Video
Sending Content via a One-Off Email
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eDoc
Applied Epic vs. Marketing Automation
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eDoc
Content Marketing for Social Media Platforms
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Video
Drip Campaigns Webinar
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eDoc
Email Marketing Metrics
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Applied Marketing Automation Help File
Applied Marketing Automation Help File
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Help File
Help File: Browser Requirements
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Blog
How to Make Clients Your Best Prospects: A Step-By-Step Guide to Cross-Selling and Upselling
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Blog
List Segmentation & Why Your Business Needs It
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eDoc
Value of Staying in Touch with Insureds
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Video
Using Indio's Lead Capture
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Webinar
Applied Marketing Automation & CSR24 Integration Webinar
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eDoc
Importing Prospects to Applied Epic
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eDoc
Marketing Campaigns to Build Stronger Relationships and Drive Revenue
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Webpage
Indio Document Upload Request Area
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Video
Applied Marketing Automation New Content Bulletin
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eDoc
Applied Analytics Introduction Handout
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eDoc
Applied Analytics Growth Insight
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Video
Self Service Admin
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Video
Getting Started with Applied Analytics
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Video
Retention Insight
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Video
Carrier Management Insight
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Video
Production Insight
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Video
Insights Dashboards
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eDoc
Add NAIC Code to Interface Configuration
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eDoc
Instant Download
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eDoc
Reports Dashboard - Admin. Only
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eDoc
Schedule Workbook Templates
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eDoc
8-week Indio User Email Campaign Tips & Tricks Campaign for Indio Users
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Video
Reporting Dashboard Tutorial
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Video
E-Signature Templates
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Learning Course
Epic Sales Automation Configuration
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eDoc
Working with Opportunities
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eBook
Applied Analytics Data Validation
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eDoc
Applied Epic Report Pack
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eDoc
Data Cleanup Cheat Sheet
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eDoc
Staff Learning Opportunities
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eDoc
Epic Sales Automation Sales Stages (Handout)
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eDoc
Applied Analytics Performance Trends
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Office Hours
Applied Epic Reporting Office Hours
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eDoc
Epic Configuration Supplement - User Options
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Job Aid
Defining and Using Relationships in Applied Epic
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Webpage
Indio Form Building Collection
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Webpage
Epic Quotes Commercial Lines Workshop Registration
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Webpage
Customer Success Hub landing page
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Webpage
Applied Client Network
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Job Aid
Applied Epic Browser FAQ
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Video
Epic Browser vs Desktop: Differences
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AU Course
Getting Started - Configuring Policy Types with Plan Data Capture Forms
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AU Course
Getting Started - Converting Custom Form Data to Plan Data Capture Forms
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eBook
Identifying Success - Indio Handbook
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eDoc
Accounting Activities Key and Instructions
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eDoc
Applied Epic Billing Scenarios
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eDoc
Month-End Epic Training Guide
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Office Hours
Applied Epic Accounting Office Hours
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eDoc
Report Pack for Epic - Accounting Focus
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Job Aid
Accounting Help in Applied Epic
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Webpage
Dispelling Myths: Applied Epic Browser
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Webpage
Epic & Extended Solutions Help & Product Information
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Job Aid
Where Can I Find Help?
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Office Hours
General Office Hour Calendar
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Video
Balancing Premium Payables
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eDoc
The Dos and Don'ts of Premium Payables
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eDoc
Direct Bill Import Template Configuration
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eDoc
Importing Direct Bill Commissions
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Webpage
Applied Community Login
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Video
Preparing for Year-End
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Video
Using Zero Balance Receipts
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Video
Workflow Track Self-paced Learning
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Video
Learning Content Tour
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Webinar
What's New Webinars - Applied Benefits Designer 2021
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Video
Benefits Listview Filters and Columns
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Video
Assigning Attachments and Activity Notes Access Levels in Security
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Video
Security: Granting & Restricting Structure Access
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eDoc
5 Epic Reports to Audit Benefits Data
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AU Course
Best Practices for Presenting with Applied Benefits Designer
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eDoc
Agency to Carrier Notice for Changes to RFP Process
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AU Course
Configuring Epic to Integrate with Applied Benefits Designer
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AU Course
Evaluating Your Benefits Data for Benefits Designer Integration
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AU Course
Small Group Quoting
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eDoc
Benefits Broker Pre-Renewal Checklist
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Help File
Configuring Epic to Auto Generate Activities from Applied Benefits Designer
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eDoc
Auto ID Cards in Applied Mobile
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eDoc
Manage Applied Mobile Users
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eDoc
How to Add and Select Forms
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eDoc
Export of Attachments to Epic
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eDoc
Download Matching Criteria - Simplified
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Video
Getting Started for Agents
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Video
Comprehensive Agent Training for Indio
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Video
Account List and Account Activity
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Video
Accessing Indio From Epic
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Video
CSR24 Tips and Tricks
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Video
Client Accessible Columns
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Video
Email & SMS Templates for Portal User Account Creation
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Video
Scheduled Reports
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Video
System Generated Attachment
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Video
Updating Self Service User Certificate and Document Permissions
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Video
Pro Tips - Applied Mobile Insured
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Video
Limit Validation
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Video
Document Folders & Certificate Roles
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Video
Customize Suspense
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Video
Download Results Screen
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Video
Turn Off Individual Policy Download
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Video
New Policies Created by Download
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Video
Change Dates from Suspense
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Webinar
Indio's New Navigation
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Webinar
What's New Webinars - Applied Policy Works Winter 2022
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eDoc
eDoc Configuration and Tips & Tricks
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Webinar
Top 5 CSR24 Enhancements in 2021
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eDoc
Indio Frequently Asked Questions
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Video
Indio and Epic Bi-Directional Integration
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Calendar
Schedule an Appointment with IVANS Connections Team
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Office Hours
Applied Epic Office Hours
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eDoc
Applied Epic Tips & Tricks
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Video
Create Birthday Campaigns
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Learning Course
Indio from the Insured's P.O.V.
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Video
Policy Suspense Comments
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Office Hours
Indio Office Hours
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Video
Utilizing E Signature in Indio
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Video
P&C User Visibility Profile
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Video
Customizing your Insured Experience
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Video
Intro to Applied Insured Services Digital Solutions Portal (Epic)
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Job Aid
Epic Browser Usage Tips
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Video
Internet Browser Tab Grouping
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Video
Creating a Submission and Adding Forms
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Video
Create a Schedule Workbook- Import from Epic
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Video
Create a Schedule Workbook- Upload Excel Format
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Video
Add and Configure a CSR24 Certificate Template
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Video
Customize Activities on the Epic Home Screen
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Video
Customize Indio Submissions
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AU Course
Learning Intro to Epic Quotes Personal Lines
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Webinar
Live Indio Refresher Training
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eDoc
Download Matching Criteria - Detailed
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eDoc
Do's and Don'ts of Email Newsletters
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eDoc
Add a New Policy from Applied Mobile
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eDoc
Applied Mobile Attachments
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eDoc
The Insurance Value in Applied Mobile
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eDoc
What Applied Mobile Can Do For Me
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eDoc
Applied Marketing Automation User Guide
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Video
Creating Lists
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Video
Creating and Sending a Campaign
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Video
Pre-Built Campaigns
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Video
Reports and Metrics
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Video
Sharing Content onto Business Page
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Video
Managing Bounces
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eDoc
5 Tips for Creating Compelling Email Subject Lines
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eDoc
Activity Reporting
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Learning Course
Applied Marketing Automation Learning Plan landing page on Applied University
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eDoc
Email Best Practices
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eDoc
How To Manage Your Email Subscriber Lists
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eDoc
Navigating the Content Library
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Video
Editing Marketing Automation Content
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eDoc
Epic Opportunities with Applied Marketing Automation
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Video
Applied Mobile App
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Video
Applied Mobile App
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AU Course
Sharing Applied Marketing Automation Content Thru the CSR24 Client Portal
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Video
Adding a Domain in Applied Marketing Automation
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Job Aid
Driving CSR24 Adoption: Epic Marketing Opt-In Report
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Blog
5 Ways to Avoid Spam Filters when Email Marketing
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Job Aid
Cross-Selling and Rounding Campaign Examples
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eDoc
Applied Mobile Insured Enrollment
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eDoc
Applied Analytics Administrator Settings
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eDoc
Applied Analytics Agency/Brokerage Performance Insight Handout
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eDoc
Applied Analytics Retention Insight
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Video
Employee Login Report
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Video
Schedule Download
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Video
Administrator Functions
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Video
Applied Analytics Introduction
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Video
Growth Insight
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Video
Employee Performance Insight
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Video
Risk Map Insight
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Video
Retention & Sales Dashboards
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Video
Book Dashboards
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Video
Insurer Dashboards
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Video
Employee Dashboards
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Video
Transactions Dashboards
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eDoc
Epic Report Delivery Options
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Learning Course
Epic Sales Automation Dashboards and Reports
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Job Aid
Epic Browser: Installing Connection Suite Job Aid
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Webpage
Brokerage Profile for Indio Admins
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Webpage
Where to Start: Applied Epic Browser
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Job Aid
Renewals Manager Configuration
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Job Aid
Sending Attachment Templates as Emails
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Webpage
Preview of Applied Epic Quotes Personal Lines
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Webpage
Tarmika CL Comparative Rater Carriers
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Job Aid
Epic Browser Workflow Validation Spreadsheet
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Job Aid
Analytics Action Plan