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.

Nothing, and I can't stress this enough, NOTHING works.

Every single piece of information that I need can be found on this software thanks to my company and the developers.

Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.

Amazing product with customer service that is above and beyond.

The software is versatile, easy to use, and evolves with your business needs. The team behind the product is a huge asset.

Surefyre is easy to use and able to integrate with other systems we use. Their team is always open to suggestions and will work with you so it fits your needs.

Since our last CRM was so simple and rigid, it was difficult to learn all of the different ways we could use the system.

Very difficult to get into at first, once you get the hang of it then it is very easy. Until  then, it can be frustrating.

Easy to use Google & Integrated Perfect For Insurance Sales.

Very easy to navigate around in. Easy to locate customers.

Easy to manipulate account information to better fit our enrollment workflow.

Very User Friendly and Support is Outstanding.

User friendly system that allows intergration with other systems for enrollment services. This system allows customization with reporting, layout, etc.

Truly excellent software that has streamlined our process and increased productivity substantially.

Anybody with any relevant office experience should be able to learn easily. Google integrated and internet based platform with tabs for outbound email and click to add calendar.

It's easy to learn, quick and easy to navigate and awesome to use.

I didn't think we could find this kind of software and service for the money. I am impressed and highly satisfied.

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

Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers, including property, casualty, life and health care insurance providers.


Key features include a customer information system, commission tracking, document generation, task assignment and multichannel communication. The document generation feature pulls data from the existing customer information database and helps agents prepare and send accords, new proposals and invoices.


The built-in progress dashboard enables agents to track their monthly progress and keep track of deals closed and commission generated. It's also able to track commission generated by third-party agents and carriers. The automatic workflow engine guides agents through various steps of completing policy - from submitting documents to communicating policy details to clients.


Surefyre is available on per user per month subscription that includes support via phone and email.



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