Indio

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

I really haven't found any Cons at this time.

Vorteile

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.

Nachteile

I haven't quite had enough experience but I am very pleased.

Vorteile

E Signature makes the presentation more professional in the delivery than other products we'e used.

Nachteile

Clients have said it is heard for them to log in, in comparison to other products.

Vorteile

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.

Nachteile

Something new I have to learn, getting the team to learn it without asking me how to do it.

Vorteile

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.

Nachteile

Couple bugs to be worked out, but the support staff is very interested and willing to hear us out.

Vorteile

I liked that it makes getting e-signatures on documents very easy

Nachteile

It can take a couple of times to get used to using it and where to locate certain templates

Vorteile

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.

Nachteile

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.

Vorteile

The ease of use for our clients has made a significant impact on the percentage of returned and completed applications. Easy to use for both the agents and the clients. Allows them to upload documents to make a more complete submission process. And it great for maintaining everything in a paperless environment. Now that we've used it, I wouldn't be without it.

Nachteile

Not a thing! The product is great. Easy to use and is a great tool.

Vorteile

Easy to use and set up for customers, application questions are generally laid out nicely, customer support responds quickly and puts in custom applications very quickly (1-3 days usually).

Nachteile

information doesn't always track over multiple applications so customers end up adding the same information two or three times. It would be nice if questions were connected based on the information, even if it's just names and addresses.

Vorteile

I like that it is secure and is relatively easy to use for our clients. It also saves us time with collecting signatures and answers to forms.

Nachteile

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.

Vorteile

This is an amazing software, they have many futures that I been doing in paper and now everything is in the computer, very simple to understand and save you a lot of time.

I'm sooo happy that we are using the software, we send the information to our costumers and when we received the complete information from our insured, is easy to review any change that our insured made, and the apps are amazing.

Nachteile

I Like everything, I used most the apps and reminders and everything is amazing.

Vorteile

Having a digital option to replace all of the paper passing, and of course, the one stop resource of all applications, signatures, communications (via link), etc.

Nachteile

Difficulty implementing pieces of the program, such as the workbook, based on the industry risk we work with and the way the program is designed for tracking/audit capture. (Date/timestamp)

Vorteile

We use the system on our renewal reviews and it is wonderful and easy to use. We send the information to our insured's to fill out, change or add information for their renewal and our clients/insured's love it as well. They think the system is very easy to use, once you can get into it, is what they say.

Nachteile

Not all of the applications are in the system, but once you send it over to INDIO, they try to put the app in as quickly as possible for you. But that is the down side that I'm seeing, not all the apps or in the system.

Need to find away to get the certificate holder list to pull over.

Vorteile

Automatic Reminders and electronic signatures

Nachteile

the 5 digit code verification that was added. And the inability to assign a contact full access on one application, but limited access on another application in the same indio profile.

Vorteile

User friendly especially with clients that aren't tech savvy.

Nachteile

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

Vorteile

I enjoy the ease of use and functionality of the software.

Nachteile

Sometimes our clients are unable to open the link provided when completing the applications. Also it can take awhile for new applications to be digitized.

Vorteile

The application entry is very easy to use. Just find the company app and start entering

Nachteile

Need more than one spread sheet. I find that if you want to add another spread sheet you have to take off the one you have and then add more

Vorteile

it's ease of use for our clients, we have had nothing but great results and comments from clients about this product.

Nachteile

Schedule Workbook does not have side-by-side, it just overwrites what was existing in last term.

Vorteile

Indio is very easy to navigate. Our insured are enjoying the ease of completing their applications online in one simpe platform.

Nachteile

Waiting to get applications built but this area is getting faster

Vorteile

This software makes our day to day tasks of sending applications and capturing information from our insured's so much easier and cuts down on the time we have to spend "chasing" clients to respond. Additionally it gives our insured ease of use to sign and return documents, which makes them more likely to do business with us.

Nachteile

I wish you could send everything as one. For instance I needed 3 documents signed and 1 application completed. I wish there was a way to send one thing to the insured that captured everything needed.

Vorteile

-It's easy to access applications, and share them with the clients. Information get stored and shared between apps easily
-If an app is missing from the site I appreciate that it can be added in 2 weeks.
-The spreadsheets seem like a great feature, I need to learn more about how to upload the data to applied Epic. I know this feature exists and I predict that would be very useful.
-Comment section on apps is good
-Daily notification of client activity

Nachteile

-I've noticed a few questions that appear in Indio different than how they appear on the application. In my opinion this should never happen. Indio should always match the app even if the app is confusing; we could use the comment section to help explain.

Vorteile

Simply being able to export vehicle schedules and selecting what information to include (ex: comp/coll ded't) is amazing. Exporting from AMS is a pain and causes so many extra steps to clean everything up, so this feature is amazing, especially with 100+ units on a policy.

Nachteile

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

Vorteile

It is easy for our clients to use. All of my clients are able to log in and work on applications or schedules with ease. I also like how we receive updates when clients are working in their accounts. It is also easy for the client to review prior years applications and use to help them complete the new application. I also like how I'm able to hide portions of applications that aren't applicable. I am looking forward to the easy renewal process Indio has, where the client uses the review mode to complete their renewal applications.

Nachteile

I would like to be able to make a table schedule in an application required for answering. I've also notices that the exporting of schedules, such as drivers, for AMS360, doesn't export into the proper template for import into AMS360.

Vorteile

Indio makes gathering data for new and existing accounts fast and painless for all parties involved. My clients love being able to comment and ask questions on the app, and being able to sign and submit it to the agency without waiting on us to send something over for e-signature.

Nachteile

The only complaint I had has been fixed. There used to not be an option to email the app to the client directly from Indio, but that feature has been added.

Vorteile

Very easy to use! Tons of Acords, Supplementals, and Questionnaires all digitized for easy read-through. Indio makes it super easy for clients to fill out these forms and for agents to navigate the forms. In our current digital age, it makes the process so simple to email to clients and team members while keeping everything documented.

Nachteile

Integration with AMS360 would be REALLY nice, as this is the system our Affiliates work in.

Vorteile

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.

Nachteile

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

Vorteile

Like the ease of it, being able to do it all paperless and works well for clients too.

Nachteile

Will say sometimes the way they break down the applications into sections doesn't always follow exactly with the actual PDF application, so it can be occasionally confusing if looking at the app and matching it exactly. Not that any questions are withheld, but that it can on occasion be confusing since the questions don't always go exactly like the paper application does.

Vorteile

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.

Nachteile

Some features are not available yet but they are always coming out with updates and will eventually be available if requested.

Vorteile

Indio makes client correspondence so easy! I am able to get documents signed within minutes. In a fast paced office, this is invaluable. It also provides a “paper trail” of when I sent the document and how many times the client has touched it.

Nachteile

One thing that I would like to see is a stronger assurance that I indeed turned the client's ability to see what I am updating, as this is a live platform.

Vorteile

the tool itself is revolutionary in its approach to renewal, and its support staff is always eager to assist and receptive to fresh product improvement ideas.

Nachteile

there isn't anything about the product that I don't enjoy.

Vorteile

I love that clients have a portal designed only for themselves. 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.

Nachteile

I more so wish our own company would take advantage more of the work book aspect of Indio. I think we could ingrain this company into our daily work but we haven't gotten there just yet.

Vorteile

The availability of the supplemental applications being accessible is nice.

Nachteile

The waiting period to add supplemental applications is longer than stated. Also, the capabilities of updating information is not necessarily autonomous with what you would think to do.

Vorteile

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.

Nachteile

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.

Vorteile

The platform is easy to navigate, documents are easy to upload on to the platform for signature and our clients can complete applications on the platform.

Nachteile

The Statement of Values schedule could use some work. The data from Sagitta does not sync correctly to the schedule in Indio. The Workers Comp Schedule also doesn't sync correctly from Sagitta to Indio.

Vorteile

I love how easy it is for clients to use! (Even people who arent tech savvy.) The hyperlink makes sending apps a breeze.

Nachteile

The turn around time for adding in the applications is a little slower than I hoped for, but I understand it takes time.

Vorteile

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

Nachteile

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

Vorteile

Ease to create workbooks for clients to review and make their own changes. Simple to use, very customizable

Nachteile

Most of my clients do not have Chrome, runs slow on Explorer

Vorteile

We are receiving renewal applications back faster. We are spending less time renewing surplus lines clients.

Nachteile

I would like to be able to electronically sign the agents name on applications without having to download the application and upload into document signing system

Vorteile

easy to access and share with clients
makes application easy and info will be in there next year

Nachteile

login process is a bit annoying, but its getting better
dashboard could be more user friendly for clients - almost too many features...

Vorteile

What I like most is that our clients are able to view their account information in real time. Before we kept our own records of the client's properties and exposures. Now we are able to view the same list and the clients are able to request changes to us through the website. This has allowed for greater accuracy.

Nachteile

While the software is great, it is time consuming at the beginning to set up all of our clients in the system.

Vorteile

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.

Nachteile

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.

Vorteile

I love the ease of use for the customer, it is vert straight forward and fool proof.

Nachteile

I think the access code confuses the customer.

Vorteile

Ability to have numerous supplemental applications online and remind clients of due dates

Nachteile

Poor customer support, you will not find a customer support line on their site and when you email request their turn around time is terrible. Another example of tech companies ignoring their customers

Vorteile

Love the supplemental apps that are already in the system for most carriers...makes getting these filled out a lot easier and less painful for us and our clients. Thank you.

Nachteile

takes a while to get a new form digitized

Vorteile

I like the ease of operation once you have what is needed uploaded into Indio.

Nachteile

I don't like that we have to export everything each time we need to use it and that there isn't an auto sync every couple of hours or even once a day.

Vorteile

E-sign is very easy. I never have issues when creating a new client. Like anything, the first few times are the hardest, but after that it is very handy.

Nachteile

searching clients that are already in the program. difficult to find or search, could be compatibility issues with internet explorer as well.

Vorteile

The ease to setup applications for the client to complete and more importantly how easy it makes it for the client to fill in. Saves alot of back and forth from using the tradition PDF forms. Makes renewals a breeze, has been a huge time saver for the agency.

Nachteile

There is nothing that I've found that I would consider a con. Very user friendly for both the agency rep and the client.