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The manual, paper-heavy commercial lines process is time-consuming and frustrating for both your customers and your team. Turn the traditionally cumbersome insurance application into a simple, Turbo-Tax like experience with our industry leading application and submissions management platform. Indio uses “smart” form technology to streamline the insurance form data gathering process and to digitally submit the application with a single click. Simplify the insurance application process to make it faster, more collaborative, easier, and minimize errors and omissions. It will save you and your clients time and money.

Key Benefits

  • Remove the friction from the submission process

    Offer your customers an online, collaborative insurance application experience. With Indio, comments and discussions can happen directly in the application between your team and clients so you no longer have to send one-off emails, calls and texts.

  • Get it all done in one place

    Stop navigating separate individual systems. Instead, manage the entire application process – from gathering customer data to delivering/receiving submissions to and from underwriters – in one platform.

  • Keep your staff happy and customers renewing

    Start the renewal process with one click and have all data from the current year’s policy pre-filled into the application. By offering a simple, fast, digital application process, you give your customers a better experience. The result? Your producers can more effectively cross-sell and increase customer retention.

Capabilities

  • Send Insurers/Underwriters Submission Packets

    Once your customer has reviewed, signed, and submitted their submission packet, you can send forms/applications to a specific underwriter from within the Indio platform, along with a custom message.

  • eSignature

    Allow your customers to sign their applications natively within the Indio platform. This removes the need to download, print, scan, fax, email, and/or snail mail the many forms that are required to be signed during the application and renewal process.

  • Extensive Application Library

    Access the vast library of more than 14,000 insurance applications, including common forms, supplemental insurer applications, custom agency applications and questionnaires. By using online, digital applications, you create a single data capture process and simplified data mapping to automate application completion.

  • Intelligent Activity Tracking

    Stay informed of when your customers log into the Indio platform, fill out information, sign forms, and submit data. As they make changes, Indio intelligently shows you which changes were made so you no longer have to search line by line.

  • Collaborative Environment

    Give multiple teammates from your customer’s organization access to specific applications, allowing for an online, collaborative application experience. Clients can easily leave comments and questions on any part of an application that they are unsure about to help facilitate a streamlined process.

  • Renewal Verification

    When creating a renewal packet for your customer, data from the prior year auto populates into the new year’s forms and applications, alleviating the need to rekey duplicate data year over year. When reviewing a renewal packet, clients simply verify which information has remained the same and edit what has changed from the prior year. All your client’s verifications and edits are logged in the Indio platform to mitigate your agency’s error and omissions exposure.

  • Bi-Directional Integration with Applied Epic

    Stop wasting time rekeying data between Indio and your Applied Epic management system. A bi-directional integration allows you to seamlessly exchange data between the two systems.

  • Schedule Workbooks

    Existing schedule workbook data can be uploaded into the platform and instantly become an interactive online table. This allows you and your clients to collaborate without having to share large Excel files and documents.

What's New

  • IVANS Market Appetite Integration
  • Send Smart Reminders to Client
  • Export Applied Epic Attachments
  • Schedule Completion Followup
  • Send to Market Submission Insights
  • Marketing Tab
  • Submission Activities Integration
 

Hear What Our Customers Say

Bouchard Insurance struggled with the amount of paperwork and the time it took to receive renewal information. Learn how the agency uses Indio to provide a simplified, collaborative client experience that reduces time spent on individual applications and minimizes E&O exposure.

Watch Customer Story