Indio

RATING:

4.5

(230)

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 workbook...
Indio automated data population

Indio Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Indio

1 - 5 of 230 Reviews

Nik

Insurance, 2 - 10 employees

Used less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed May 2022

ACORD GAME CHANGER

User Profile

Michael

Verified reviewer

Insurance, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Incredible Product - Must Have!

Indio Technologies is one of the best advancements I made in my business in quite some time.

PROS

This software finally enables our agency and customers to be more efficient with application completion and processing. I love that there is a library of digitized

CONS

Initially, the process of putting together a customer 'submission' is confusing. However, it doesn't take much time to master.

Karol

Insurance, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2019

Ease of use

PROS

Indio is very easy for my insured's to use. Especially on renewals. They just update and return. No entire applications to complete. Also the E-signature portion is a lifesaver. Had an insured sign while they were on the road to another appointment.

CONS

Getting started with Indio was a bit confusing, but once we got used to it got easier to use.

Sara

Insurance, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

1

FUNCTIONALITY

2

Reviewed November 2019

has potential

PROS

When the documents are completed they are emailed to you by Indio, you don't have to go and retrieve them which is convenient but they are not encrypted which is worrysome.

CONS

Not user friendly. Not obvious where to find things, II spend more time looking for forms and how to do things than I should. Many clients unable to use, can't log in, need to wait for code etc.

Mary

Verified reviewer

Insurance, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2019

Change is hard but worth it.

It has been a very easy transition for me. I love the ability to complete apps on line and save information. The only obstacle has been educating my clients. Change is hard.

PROS

Complete apps, especially at renewal, is so much faster and easier. It reduces redundancy and the amount of time my clients have to spend filling out the same information.

CONS

Honestly, it's just learning a new software and educating my clients on how to use it. Once everyone is familiar, I think all involved with the insurance process will appreciate it.