Indio 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Indio

4.5

(230)

Pricing

Pricing available upon request

About Indio

Indio is a cloud-based property and casualty insurance agency (P&C) solution, which helps manage and streamline insurance application and renewal processes. The platform comes with a form engine, which lets firms display conditional questions to gain client responses on specific fields.

Key features of Indio include notes creation, automated data population, digital signature, file import and data security. Clients can leave notes for agents on unsure questions or share forms with different departments to collaborate on relevant fields by adding multiple contacts on the platform. Additionally, it allows users to upload and store all insurance documents and files in a secure digital repository.

Indio enables clients to create, edit and manage schedule workbooks and import or export them for future reference. Pricing is available on request and support is provided online.

Indio Screenshots

Indio Pricing and Plans

Starting price: $500.00

Free Trial

Free Version

Basic

$500.00

No plan information available

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Indio Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of Indio
Access Controls/Permissions
API
Broker/Agent Portal
Client Portal
Customer Database
Customer Portal
Customizable Branding
Customizable Forms
Data Import/Export
Digital Signature
Forms Management
Property & Casualty
Reminders
SSL Security

Indio Integrations

Salesforce Sales Cloud

Clarity Wave

Indio User Reviews

Overall Rating

4.5

Ratings Breakdown

62%

31%

Secondary Ratings

Ease of Use

4.4

Value for money

4.6

Customer support

4.6

Functionality

4.3

Nik K.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed November 2019

ACORD GAME CHANGER

Indio has a support and onboarding team that is excellent. They are always available and willing to help in any way needed. Their onboarding process is great and they will walk you through each step to make sure you are properly setup.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Indio makes filling out Acord forms easy and they will take less time. They also have a database of thousands of carrier supplemental forms that are digitized for seamless agent and customer experience.

Cons:

The thing I like least about the software is the price. It's pricey but convenient. Make sure before purchasing that it is something you will use often enough to see an ROI.

Wendy V.

Verified reviewer

Insurance

51-200 employees

Used daily for less than 6 months

Review source

Reviewed July 2019

High hopes for this software and our agency

The Indio product should definitely help us to be more sufficient and consistent on our New Business and Renewal process. I have only been testing Indio for about 2 months and we are getting ready to go "live" with the rest of the agency in the next couple of week. I think once we get through this first year, it will greatly help our agency grow and be able to handle the additional volume.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We loved all of the applications they already had in the repository, the automatic follow ups to the client for information, almost fully customizable for our agencies needs. Indio is very open to suggestions on things to add/improve.

Cons:

The mapping between the applications, some things are not clear cut matches for the same question, just worded differently on the different applications. We are working with Indio to resolve some of these issues.

Reasons for switching to Indio

The cost of outsourcing having new applications added into the system. In insurance the applications seem to change every 6 months, new companies are brought in. We don't have the time to enter all of the applications needed.

Beverly G.

Verified reviewer

Insurance

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed October 2019

Using Indio for over a year now and I feel it is a very useful tool for most applications

My overall experience has been good. I wish when you add a user not included on the AMS 360 side it would stay in the system . But once someone syncs it removes them. But I feel this is the best product on the market and it will get better if they listen to the users.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that it can be pre filled and used the year after year. Most of the applications are already in their library which makes it useful.

Cons:

I wish we could upload pdf or word documents that are not in the library immediately in lieu of having to wait for customer service to upload them. I do not like the excel format documents at all. The documents should be user friendly and shared between the insured and agent easier on the document side to update driver schedule, SOVs, etc. Also the accord forms should be user friendly and provide guidance as you fill them out.

Lisa F.

Verified reviewer

Insurance

201-500 employees

Used daily for less than 12 months

Review source

Reviewed October 2019

Indio your one stop shop!

Indio takes care of my clients needs. If I need a quick signature to sending documents, Indio is your one stop shop.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Indio is the way of the Future. The Software is easy to use, very compatible, and a way of the Future. I Love how Indio keeps you updated on status of work. You get reminder emails of whats going on.

Cons:

I really haven't found any Cons at this time.

Reasons for switching to Indio

We made the switch in our office because of the overall experience.

Ross G.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 6 months

Review source

Reviewed November 2019

Intuitive and Easy Interface to Increase Productivity and Reduce E&O Exposures

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Intuitive functionality and easy to use customer and agent interface. Pleasant look and feel. Automation!!! Saving time and money as well as reducing our risk as an insurance agency for Errors and Omissions claims from incomplete or incorrect applications.

Cons:

I haven't quite had enough experience but I am very pleased.

Reasons for switching to Indio

I LOVE the signature function on Indio. The biggest hurdle is that all signatories would need to have a client "shell" created. It would be nice to add one off emails and names.

Paula H.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 6 months

Review source

Reviewed October 2019

Ease of use for Personal Lines

It has been a pretty seamless transfer from our prior product to Indio. I look forward to be able to use Indo for more than E Signature in the future.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

E Signature makes the presentation more professional in the delivery than other products we'e used.

Cons:

Clients have said it is heard for them to log in, in comparison to other products.

Reasons for switching to Indio

The firm felt that Indio had more to offer us than DocUsign.

Eli G.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed October 2019

Efficient

Excellent

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I use Indio for prospecting and it makes the information gathering process so much quicker than it used to be. I’m no longer dealing with clunky PDFs as attachments.

Cons:

Something new I have to learn, getting the team to learn it without asking me how to do it.

Reasons for choosing Indio

It has everything I needed and I didn’t feel the need to continue to shop for products

Mark J.

Verified reviewer

Insurance

501-1000 employees

Used daily for less than 6 months

Review source

Reviewed December 2018

Superb long game idea!

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Ability to drag and drop spreadsheets of data is a time saver. Agency manager software import will propel the use and need for this Indio! Company specific apps and supplements are an ever increasing time requirement. This software, with initial time invested, will have long term benefits and resource savings. E & O will be better protected with client involvement and signoffs.

Cons:

Couple bugs to be worked out, but the support staff is very interested and willing to hear us out.

Jesse G.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 6 months

Review source

Reviewed November 2019

Very helpful tool

As a new user I love that its helped us be more effective in collecting electronic signatures

Ratings Breakdown

Ease of use

Functionality

Pros:

I liked that it makes getting e-signatures on documents very easy

Cons:

It can take a couple of times to get used to using it and where to locate certain templates

Tyler M.

Verified reviewer

Insurance

201-500 employees

Used daily for less than 6 months

Review source

Reviewed August 2018

Great Product and Still Evolving

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

The ease of use of the platform and as well as the friendly UI. Since this product is still fairly new there are constant updates and enhancements to existing features.

Cons:

Some of the workbook features are still pretty green so it's not fully up to speed with what our agency needs. However, it seems that Indio will be up to par with what we need within the next few months or so.

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