Easy to use and integrates with Epic. It helps us review the current way we are doing things to make it an easier more efficient process.

At first it was confusing to navigate the site.

I love the ability to send an application to a client that is tailored to their organization. It is great to be able to make certain questions required.

There was not a lot of training when it was first implemented. Therefore, the first two months was just trail and error.

It was helpful and saved us time an money with sending applications and forms by mail.

Although I've only used the technology a handful of times it has been great. The training received when I expressed that i needed a bit more help was awesome.

I wished the software was compatible with internet explorer & Microsoft edge. Some of my clients do not know what browser they are using & this gets confusing for them.

The idea of this program is great, the ease of apps being able to share information will make a step in our process more efficient and effective.

My experience with Indio has been good. Easy to use, love to have the documents stored year after year, etc.

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.

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.

The Applications are clean and precise and very presentable. Overall, this is a wonderful product to help us prepare for our Account Renewals.

It is a bit confusing when our clients go to sign one of our documents. It is confusing and it can appear that they have completed the document before it was actually signed.

Indio is a great Software to use with great customer service.

I also love that information rolls over to the following term, keeping record of signed applications. It is user friendly for our clients, which in turns makes doing business simple and easy.

The service and support team has been outstanding.

We have been thrilled with the way in which Indio has modernized and streamlined our Commercial Renewal Process.

The ease of use and integration of our customers information when filling certain apps.

It was super easy to use. I was an absolute skeptic - didn't want to learn new tricks but here I am in love with the ease of using this.

The renewal process can be a very in-depth and disruptive process for our insureds.

Indio is pretty easy to use and figure out. Helps me save time and the clients must like it because they are responding pretty quickly.

Client access capabilities are great, our clients love being able to view the documents we upload.

Customer Service and Implementation teams have been wonderful with training and support.

Overall, it has been a good experience, but wish it was better to make up for the overall cost for the services.

I like the ease of use as well as the simplicity of it from the insured's point of view.

I love the ease of doing business. I find this user friendly to use.

Perhaps there are some guidelines they are following on this, but it seems a bit odd and to me.

Ease of use and fast integration at out agency.

My only complaint is that we didn't implement this sooner.

I love the ease of uploading documents and then customers can come back and upload their own. It's like a little database of client information all in one place.

It is very easy to Pick up and the integration was easy to understand.

I have found that Indio is very user friendly. I have received very positive feedback from my clients, with how easy it is to navigate the website.

I like that it has finally come together and is becoming more user friendly for me and my team.

Great software, to use as a designer and developer or great support app for everyone to teach and learn.

This is impressive for a 20 year old MGA who has to deal with online sales, executive sales, producer sales, underwriting, customer classification, policy administration and claims.

Our users seem to be getting used to and able to navigate easier.

Cloud based solution with customizations for my needs from vendor allowed us to downsize our IT staff and keep on top of cyber trends at a much better ROI.

I like that the company understands insurance & is able to provide feedback about better solutions than what we're able to come up with. The system is also fully-customizable.

Random issues seem to occur all of the time - payment info disappears, PT ledgers don't work, etc.

I do like that we can customize the features we want that cater to our business, since it's so niche. It has come a long way since we first started using the system.

Our management tells us changes are very costly so they have to prioritize.

Not sure if this is an internal problem, but it takes forever for system changes to be made when we have requests.

The cost benefit analysis proved to be true and the platform allowed the business to go 100% virtual.

I like the ability to save documents and keeps notes for years.

The reports are useless and much of it never updates.

I use this tool in my freelance projects, it helps me vizualize everything in real time, and simplifies the process of design, works great for every designer, being a novice or very experienced.

Several areas are described poorly or difficult to understand. Wording should be more customer-friendly.

I like that you can pull reports for renewals,  you can link your phone system to it for ease of calls.

We have been able to combine multiple systems into a single system. By having combining multiple system we are able to save money as well as reduce overhead.

US Dollar

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.






LongDescription

Access Controls/Permissions

Data Storage Management

Activity Tracking

Digital Signature

SSL Security

Customer Database

Customer Portal

Property & Casualty

Data Import/Export

Self Service Portal

Contact Management

Broker/Agent Portal

Client Portal

Forms Management

Customizable Branding

Customizable Forms

Document Management

Web browser (OS agnostic)

Contact Indio Technologies for pricing details.

Email/Help Desk

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Indio

In Person

Live Online

Webinars

Documentation

We are Nest – a company that helps Brokers, MGAs and Program Managers to sell Insurance with our products and components. We believe in simplicity and lower cost per policy. Our customers depend on us to make sure that their systems are available, operational and effective; anytime and anywhere.

One needs a system that is available, complete and capable; and there we become useful; Nest’s Macaw Agency Management System is cloud-based and supports the complete workflow from CRM, underwriting & rating, policy production and servicing, to billing and receivables. It includes a Document Manager, a Workflow processor, adaptors to Digital Signature systems and online Payment Gateways and Bulk Emailing Softwares, and it allows comprehensive customer self-service. With Macaw, the cost per policy is guaranteed to reduce by at least 30%. 

The best part of adopting to our system is our capabilities to do with transformation and support. We work with our Customers’ teams on our Customers’ business problems and work out solutions; then we implement and support. We have never dropped a customer half-way through the implementation, come what may. We look forward to see you in www.nest-is.com and we look forward to demonstrate to you.


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