Indio – Bewertungsseite 2

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 fact that it is interactive with our agency and clients and that it is secure

Nachteile

I think that the schedules need a lot of clean-up work before you can send. I would like them more streamlined

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

How easy it is to use once you are trained on it

Nachteile

Figuring out how to send and resend stuff. Nothing to do with the software really, probably user error

Vorteile

i enjoy the ease of use and how it makes it easier for our customers.
I appreciate the quick response on the chat feature and that if we need to escalate an application being added, we can.

Nachteile

At a renewal of applications, the information is filled in from last year. I wish there was a better way for the insured to see what they have updated from the prior year, rather than them having to pull up the old one and check with their eyes side by side. Would be nice if it changed color or something so they could easily see if they still needed to update revenue for example.

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

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. This will allow information to be more streamlined across the board.

Nachteile

It was a rough start due to the apps that we needed most were not loaded. I have yet to use the program fully due to not being able to send a completed request to my insured.
I do wish there was more information that could be pulled into Indio from Epic. The initial manual entry to very time consuming and takes away from the concept of the program, especially since the information is already in EPIC or in a spreadsheet. If there is away to get this accomplished, it would make Indio so much more appealing. Maybe give the user the option of how much information they want to be pulled from EPIC.

Vorteile

Ease of use for clients and brokers. Helps bring an industry that is lacking on the technology side immensely into the 21st century.

Nachteile

The forms database is still not as comprehensive as I would prefer which will change over time. Still working through small glitches and site does seem to be down quite a bit.

Vorteile

Easy of use for both the agency and the consumer

Nachteile

We would like to have Indio connected with our management system so we would not have to create 2 separate client accounts. We would also like to know about any additional functionality specifically tailored for PL use. Would also like to use the same email address for multiple family members.

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

In the Transportation Insurance Business, I have to complete MULTIPLE Applications for each of my Account Renewals. Usually a different Application for each Market that we approach. Indio helps to prefill much of the Account Information on each individual Application saving me time and energy.

Nachteile

I wish that the load time for each page was quicker. The system processes information slowly.

Vorteile

The interface with our operating system for common information retrieval is convenient. The promise of carry over on year two renewal applications is very compelling. I use a multitude of multi page proprietary applications , and it's easier to go through the Indio platform than to pre-fill PDFs year after year. (Or worse yet, hand fill).
Also really like the ability to 'grey out' non-applicable areas of forms - much less confusing for clients. In the past six months there have been positive upgrades to function, such as the ability to e-sign multiple documents. Notification from the app when clients have accessed it.

Nachteile

Clients have expressed frustration with the 'view prior year applications' feature. Because of where it's located, they don't always see it and this feature is limited. Would like to see it as a menu with more capacity to upload several documents at once. Would like the ability for them to see it in half size or full screen for ease of reference on a laptop.
Would like to see a notification to user when we've failed to go in and view an application.

Vorteile

I like the Esignsature function, and that apps come righ back to us.

Nachteile

I feel it's too much like a phone app. I don't find everything the easiest but overall, its a great product. it wouldbe nicer if it integrated with our systems without incurring an additional fee, becuase it slows us down when mgmt doesn't want to pay anymore then they already are.

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

They have thousands of forms available.

There is a lot of ease of use on the client side of things.

Nachteile

It's takes a long time to start to get return on the value. If you don't use it constantly or you don't have clients that like technology it'll be hard to take advantage of the tech.

Vorteile

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

Nachteile

Nothing. Makes conducting business easier.

Vorteile

I like most, the process of Indio taking a difficult to read and understand application, and putting it into paragraph form to the client can more reasonably properly complete it.

Nachteile

I have to add multiple submissions to get multiple Property forms, where I'd just like to have say 3 Property forms in one submission. Every time I add a second form, it replaces the first.

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

Ease of use. Parts of the program are intuitive. The carry over of the information in the renewal year.

Nachteile

I do not like the way the Schedules and the SOVs are formatted. Sometimes, when the client has made changes after submitting a schedule, it is not clear at my end what changes have been made or if the changes made are final. It is not intuitive to the client that they need to hit the "Submit" button.

It would be nice if there is a way in which the changes that are made on Indio forms and information that is updated - once verified as correct - are able to be updated in the system (AMS/EPIC).

Vorteile

Ease of filling out forms/ Signing forms

Nachteile

not all forms are uploaded/turnaround time

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.

Vorteile

Absolutely nothing it’s a complete waste

Nachteile

Applications take 10 days to upload? Then when they are uploaded all numbers to questions are gone, some wording differs and you cannot see what was loaded for the same document previously, but they want you to click “Verified” to a blank document. Complete garbage.

Vorteile

I love the simple and intuitive UI. IndioSign is a great feature. Almost every client that uses Indio raves about it to us!

Nachteile

I wish that Indio would pull completed Acords from Epic. I would also like to see the ability to clear notification from the dashboard.

Vorteile

I have a quicker response time from insureds when I send applications via Indio. Sometimes I get the renewal apps back within minutes depending on the individual.

Nachteile

Nothing, so far it's worked out really well. The only issue was in the beginning adding our Agency specific forms. Occasionally our forms didn't match well with the software, but we found ways to work around it.

Vorteile

I like that the client information flows over from the agency management system and the ease of dragging the document over to set up the signing process. I also like the 'alerts' we receive so that we know the client has signed the documents.

Nachteile

At first it was confusing to navigate the site.

Vorteile

easy to use, has reminders, can upload apps and email to customers

Nachteile

when insureds fill out apps they still get reminders and get annoyed, emails go to spam a lot

Vorteile

The supplemental applications; how easy it is to download them and complete them. It's very user friendly and our clients don't have any issues using it. It's self explanatory and requires them to sign it once completed which is great.

Nachteile

How long it takes to get supplemental applications uploaded into Indio to be used.

Vorteile

The biggest Pro is the overall streamlining of our information gathering and renewal process

Nachteile

The only downfall so far is the inability to create templates that can be assigned to clients

Vorteile

We are only in the new set up stage so clients have not been migrated and implementation started. I have logged in a few times to explore and review forms in the library. So far it appears the site will be user friendly. I am anxious to get my hands on it once our clients are in the system.

Nachteile

We are in the new set up stage so it is too new to review

Vorteile

The time our staff has saved by using digitized docs.

Nachteile

There were some docs that came back finished quickly, and others that took over a month; almost as if the doc request was forgotten or misplaced.

Vorteile

ease of use with commercial forms- esignature platform- security- ability to customize form so requesting just info needed from customer

Nachteile

larger list of supplemental forms for transportation

Vorteile

I like that my clients can send me information on the site

Nachteile

Sometimes their are glitches. 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.

Vorteile

Easy to use ... clients like the experience and it allows us to keep their application for us, and avoid having it sent to other brokers for outside quotes

Nachteile

Getting started is always a bit of a challenge in changing the way we collect and send information but once I got going, the speed of use increased and is not a burden anymore.

Vorteile

Everything is intuitive. It really helps streamline the application process by prefilling information from app to app. Very nice system for receiving electronic signatures as well.

Nachteile

Occasionally I still run into applications that are not already a part of INDIO's collection. I usually don't have time to wait for it to get added.

Vorteile

I like the vast selection of applications available and ease of use for my clients to complete forms

Nachteile

The document signature function could use some tinkering. I'd like to be able to change signers after it's been sent out and signed by a first signer

Vorteile

It makes it easy for clients to receive and fill out applications, as well as keep it organized and not repetitive. Also love that it pulls from Sagitta.

Nachteile

Just had a few kinks getting my clients to appear on my dashboard.

Vorteile

It's easy to learn and navigate on both sides, agent and client. Updates are made constantly, saving us time and allowing us to use that time to better serve our clients.

Nachteile

There's a lead time for digitizing applications.

Vorteile

It is easy. Once you have one started, it is so quick and easy for future renewals for both agent and clients.

Nachteile

There is nothing not to like. You can attach last year's application to use for reference. You get a notification of completed application when available.

Vorteile

E signature is only thing we use it for personal insurance

Nachteile

It was not designed to be useful for personal insurance

Vorteile

Indio has helped streamline the way we do business. I mainly use the e-signature feature, which helps me obtain signatures much quicker than before. It saves me time and that's invaluable.

Nachteile

I haven't used the other features enough to know what I like least. So far so good. No complaints.