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 cr...


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Supported Operating System(s):

Web browser (OS agnostic)

227 Reviews of Indio

Average User Ratings

Overall

4.55 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(140)

140

4 stars

(71)

71

3 stars

(14)

14

2 stars

(1)

1

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 227 results

November 2019

User Profile Picture

Jesse from Bender Insurance Solutions

Verified Reviewer

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

November 2019

Very helpful tool

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

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

July 2019

Wendy from Transportation Insurance Advisors LLC

Company Size: 51-200 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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.

October 2019

Beverly from Ironwood Insurance Services

Company Size: 51-200 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

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.

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.

October 2019

Lisa from Dixie Leavitt Agency

Company Size: 201-500 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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.

November 2019

Ross from CUI Agency

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

November 2019

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

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.