--- title: "Indio Software Reviews, Demo & Pricing - 2026" description: "Review of Indio Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/insurance/indio-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Insurance Software](https://www.softwareadvice.com/insurance/) / Indio Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/insurance/indio-profile/reviews/)[Alternatives](https://www.softwareadvice.com/insurance/indio-profile/alternatives/) # Indio Review From $500 1 plan Wondering if Indio is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Indio 4.5 [(230)](https://www.softwareadvice.com/insurance/indio-profile/reviews/) 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. Wondering if Indio is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. ## Indio User Interface ## Popular Indio Alternatives Main Product Indio 4.5 [(230)](https://www.softwareadvice.com/insurance/indio-profile/reviews/) Ratings Breakdown - 4.40Ease of use - 4.56Value for money - 4.63Customer support - 4.32Functionality Pricing Available upon request Get Price Alternative Product [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) 4.7 [(284)](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/) Ratings Breakdown - 4.74Ease of use - 4.74Value for money - 4.88Customer support - 4.62Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) 4.2 [(142)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) Ratings Breakdown - 3.85Ease of use - 3.74Value for money - 4.21Customer support - 4.07Functionality Pricing Starting at $1000.00 one time Get Price Alternative Product [Sembley](https://www.softwareadvice.com/product/450093-Sembley/) 5.0 [(40)](https://www.softwareadvice.com/product/450093-Sembley/reviews/) Ratings Breakdown - 4.85Ease of use - 4.82Value for money - 4.90Customer support - 4.72Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) 3.6 [(22)](https://www.softwareadvice.com/product/266247-Macaw/#reviews) Ratings Breakdown - 3.23Ease of use - 3.60Value for money - 3.57Customer support - 3.18Functionality Pricing Available upon request Get Price Alternative Product [NowCerts](https://www.softwareadvice.com/insurance/nowcerts-profile/) 4.8 [(150)](https://www.softwareadvice.com/insurance/nowcerts-profile/reviews/) Ratings Breakdown - 4.68Ease of use - 4.91Value for money - 4.90Customer support - 4.70Functionality Pricing Starting at $99.00 per month Get Price ## Indio Pricing and Plans Starting price: $500.00 Free Trial Free Version Basic $500.00 No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Clarity Wave Integration rated undefined from -1 review ## Indio User Reviews ## Indio customer ratings - Overall rating: 4.5/5 - Total reviews: 230 ### Rating distribution - 5 stars: 142 reviews (62%) - 4 stars: 72 reviews (31%) - 3 stars: 14 reviews (6%) - 2 stars: 1 reviews (0%) - 1 star: 1 reviews (0%) ### Secondary ratings - Ease of use: 4.4/5 - Value for money: 4.6/5 - Customer support: 4.6/5 - Functionality: 4.3/5 --- ### ACORD GAME CHANGER - Overall rating: 5/5 - Reviewer: Nik K. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### High hopes for this software and our agency - Overall rating: 5/5 - Reviewer: Wendy V. - Verified reviewer: Yes - Industry: Insurance - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: July 2019 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Using Indio for over a year now and I feel it is a very useful tool for most applications - Overall rating: 3/5 - Reviewer: Beverly G. - Verified reviewer: Yes - Industry: Insurance - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: October 2019 - Review source details: This review was submitted organically. No incentive was offered 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: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### 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. --- ### Indio your one stop shop! - Overall rating: 5/5 - Reviewer: Lisa F. - Verified reviewer: Yes - Industry: Insurance - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2019 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Intuitive and Easy Interface to Increase Productivity and Reduce E&O Exposures - Overall rating: 5/5 - Reviewer: Ross G. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Ease of use for Personal Lines - Overall rating: 4/5 - Reviewer: Paula H. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2019 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Efficient - Overall rating: 5/5 - Reviewer: Eli G. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2019 - Review source details: This review was submitted organically. No incentive was offered Excellent #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Superb long game idea! - Overall rating: 4/5 - Reviewer: Mark J. - Verified reviewer: Yes - Industry: Insurance - Company size: 501-1000 employees - Product usage: Used daily for less than 6 months - Reviewed: December 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### Very helpful tool - Overall rating: 5/5 - Reviewer: Jesse G. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2019 - Review source details: This review was submitted organically. No incentive was offered As a new user I love that its helped us be more effective in collecting electronic signatures #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### 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 --- ### Great Product and Still Evolving - Overall rating: 4/5 - Reviewer: Tyler M. - Verified reviewer: Yes - Industry: Insurance - Company size: 201-500 employees - Product usage: Used daily for less than 6 months - Reviewed: August 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- Showing 1 - 10 of 230 Reviews [See All Reviews](https://www.softwareadvice.com/insurance/indio-profile/reviews/) ## Indio Popular Comparisons [Jenesis Software vs Indio](https://www.softwareadvice.com/insurance/indio-profile/vs/jenesis-agency-management/)[Applied Epic vs Indio](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/indio/)[Sembley vs Indio](https://www.softwareadvice.com/compare/88792-indio/vs/450093-Sembley/) [Compare All Alternatives](https://www.softwareadvice.com/insurance/indio-profile/alternatives/) ## Other Top Recommended Insurance Software [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) **3.7** (75) Recently recommended **6** times [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) **4.7** (284) Recently recommended **5** times [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) **3.6** (22) Recently recommended **2** times [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) **4.2** (142) Recently recommended **1** times Stuck Between Options? 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