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

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

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

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 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

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

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

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

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

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

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

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

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

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

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.

Vorteile

Indio is very informative and easy to setup. We were able to start using it immediately.

Nachteile

We are pleased with all aspects of Indio.

Vorteile

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.

Nachteile

I'm not a huge fan of the one time password for clients. I understand the security benefit, but it does hinder the ease of use.

Vorteile

The use of the custom forms that we were able to set-up as part of our on-boarding has streamlined our commercial renewal process and cut the amount of time Account Managers have to work on renewals in half.

Nachteile

There is still a lot of places for growth - like integrating payments, some functionality tweaks, etc. These seem slow in coming to fruition.

Vorteile

Hearing how much our clients love our more efficient way of collecting data!

Nachteile

Only the hiccups of waiting for apps to be entered. If we plan ahead, typically not an issue though and speed to enter has increased some.

Vorteile

I like the ease of sending new applications to our clients, and how we receive progress notifications every step of the way. We have gotten some great response from our clients as well.

Nachteile

I don't currently have anything negative to say about the software.

Vorteile

The user-friendliness and overall organization of this software is the best feature. Implementing Indio is going to save our team so much time on a day-to-day basis, and in our industry, time is priceless.

Nachteile

I don't have anything negative to report about the software at this time.

Vorteile

Easy to set up and it helps stream line the application process.

Nachteile

Nothing in particular. You need to spend a little time getting used to the system

Vorteile

It allows us to achieve and meet our renewal deadlines and gather the necessary information from the insured.

Nachteile

Sometimes it glitches or our clients have a difficult time logging in

Vorteile

It does help get information from out clients.

Nachteile

This software can be complicated at times.

Vorteile

I really like how easy it is to set up a new account, load the forms needed and send out to clients. Very intuitive.

Nachteile

It can take a bit of time to get new forms loaded, but this seems to be a less of an issue everyday as they are constantly being updated.

Vorteile

I like the ability to streamline applications for clients without having to regenerate a new form for each client in the system.

Nachteile

Moving through pages can get a little clunky occasionally in the system. In addition, adding other viewers to the application, even if they are not signing, can be a little hit-and-miss as well, based on whether or not they receive emails about completed forms.

Vorteile

Extremely user friendly interface. The flow of procedures is easy to navigate.

Nachteile

Some function issues when trying to use with Internet Explorer. My company's paperless work system opens some of its other functions with Internet Explorer and we cannot change the direction in which Indio opens only. If we change one function, we change them all.

Vorteile

Easy to manage, and the interactions with clients

Nachteile

I have not encounter anything I don't like

Vorteile

It is very easy to use and easy for the insured.

Nachteile

Sometimes the system can be slow, but not very often.

Vorteile

Ease of convenience for insured to complete renewal information and new business information

Nachteile

Nothing. Makes conducting business easier.

Vorteile

I like how easily I am able to find an application for my clients to fill out. Before Indio, you had to search through tons of files and find the proper app, now they are all in one spot and can be sent to the client in seconds.

Nachteile

I don't like the access levels for the client. it is confusing to me who can see what when I give someone full access versus partial access.

Vorteile

The marketing capabilities are off the chart. Very quick digitizing documents, ease of use. Support is very helpful and available. I really like it.

Nachteile

Moving documents around in the system could be better. A little cumbersome with document changes while being digitized.

Vorteile

That the client can automatically sign documents without having to print and then scan/fax/mail to us.

Nachteile

That we are unable to use our original spreadsheets (mapping). Having to copy/paste all of our current information is very time consuming and leaves room for error.