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- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Signing is easy
Vorteile
It is so nice to now send more than one document in a single email. Indio makes my job of getting signatures so easy as we insure many people outside of our state.
Nachteile
There isn't really anything that I do not like. I work in personal lines insurance. Indio makes getting signatures so easy.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Indio Review
Vorteile
I really like how user friendly it is for our Clients. They can easily complete applications electronically and return them back to me very quickly. I also like the chat function where I can get help from Indio if I am having issues.
Nachteile
SO far I haven't run into anything I haven't liked.
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Monatlich für Mehr als 1 Jahr genutzt
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Use of Indio
Good system. Have not yet gone thru a renewal process, so don't know if it will make it easier or not. Always like to give the insured the previous year's application to look at for reference in answering questions.
Vorteile
Prefills information; alerts when application is completed by insured
Nachteile
Having to wait when a form is not already in the system; not able to print out completed application without the client first having to sign/submit rather than just complete; delays quote process when sometimes have to wait for a signature
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Indio New User
I'm a new user and getting used to using it. I understand that it is beneficial for E&O.
Vorteile
Drag and drop documents for esignature.
Nachteile
It would be beneficial to be able to drag and drop multiple documents for esignature. It has been 3 weeks since we requested to add some carrier specific supplementals.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Game Changer
Vorteile
I like the ease of use as well as the simplicity of it from the insured's point of view.
Nachteile
Not a con, really, however there have been a lot of changes to the systems since we started using it. Not good or bad, just frustrating to see it changing so often
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Weitere für 1-5 Monate genutzt
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Implementing Indio
Adoption by staff is the only challenge we've had, and that's natural when introducing a new software.
Otherwise, Indio staff has been responsive and accommodating and very easy and pleasant to work with -
Vorteile
The staff at Indio is incredibly helpful and responsive. We had many questions and really vettted many vendors, but by far their staff answered concerns and questions promptly and truthfully, so we decided to go with Indio.
Nachteile
The first year where conversion to use is all done manually - selling "the change" to staff has been challenging.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Great Platform
Vorteile
The software is fairly easy to use and help in getting those supplemental applications completed. I look forward to next year, when the information will already be there.
My favorite portion is how open customer service and the development team are. They take opinions and suggestions into consideration and implement them as quick as possible
Nachteile
I wish the questions where numbered to match the form. That would make it easier to see if all the questions have been answered. Sometimes when I compare the previous form to the one I complete in Indio, I cannot find some of the questions.
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Weitere für Mehr als 1 Jahr genutzt
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Great company
Vorteile
Easy to use, lightens my work load by not having to fill out apps over the phone.
Nachteile
Doesn't have all apps from every company
- Branche: Versicherung
- Unternehmensgröße: 201–500 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Review
I would really like to see a function that you can set to have the same parameters set for each client.
Vorteile
I like that it has most of our applications stored in system
Nachteile
I don't like that I have to edit the columns everytime for a customer, there should be a default
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Indio Review
Its been easy to follow so far.
Vorteile
I like how easy it is to follow direction. All my applications in one place make it easier to remember what items I need to include.
Nachteile
I would like to be able to attach what I have done in our filing system.
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Pros and Cons of Indio in my 6 month experience
In the 6 months I've have been using it I can see the benefits of the renewal process and filling out applications with the insured. I have only used e-signature once so far but really like how easy it is to use making the turn-around to get signed documents back much quicker.
Vorteile
E-signature --ease of getting documents to clients with quick turn around time.
Selection of Supplemental Applications available.
Nachteile
After I document for e-signatures has been sent to client you can't access it to view the email cover letter or resend if the insured might have deleted or can't find it. You have to reattach the files and start the process all over.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Great Software! It's everything we were told it would be.
No complaints! So far it's everything we were told it would be. And I have already suggested it to another insurance agent.
Vorteile
The ease for the users - both the agents and the prospects/insureds
Nachteile
The length of time to upload new apps (tho I am very impatient).
- Branche: Versicherung
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Indio Review
Vorteile
I like that Indio takes a lot of our daily tasks and makes them digital, which more people are turning to with all the changes in technology.
Nachteile
Doesn't function well with our personal lines department system- a lot of extra steps
- Branche: Gastgewerbe
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Timesaver!
LOVE the software and use it daily. Such a great resource to help streamline my workflow.
Vorteile
I love that it not only saves you time, but it saves your Insured's time by automating the application process and pre-filling various applications.
Nachteile
For multiple applications, I wish that it could take all the requested information and create just ONE application so the Insured doesn't have to see we are using multiple applications on our end.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Great Product
sending multiple documents to sign.
Vorteile
The ease of sending multiple attachments. Placing fields to sign etc is easy for the customer to complete on their end.
Nachteile
A couple of functions could be reworded to be clearer.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Good Product
Going well so far.
Vorteile
I like that you can drag and drop items for upload.
Nachteile
Need to be able to use in word format, not just PDF. Word format would be helpful when a client needs to return items on their company letterhead.
- Branche: Versicherung
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Excellent Product/Software
Vorteile
The ease of use, I can start a draft application and send to the client to finish.
Nachteile
It can be a little confusing at first. Definitely take advantage of the training tools.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Easily send documents with Indio
Overall it has been very quick & easy to log into the program and send documents.
I am very happy with the process.
Vorteile
It is very easy to upload documents to send to clients.
Nachteile
So far I have not had any negative issues with the software.
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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LOVE INDIO!!!
Vorteile
EVERYTHING!!!! It is so easy to use and extremely convenient.
Nachteile
Not being able to use the same form multiple times under one submission without having to create multiple submissions just to use the same form.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Indio Software
Vorteile
Client access capabilities are great, our clients love being able to view the documents we upload
Nachteile
The software does not show the specific change that was made, it simply notifies you that it was changed
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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New user
Have not used it long enough
Vorteile
New user to the program. Have only started with a couple of accounts. Like able to enter client information easily. Locate apps.
Nachteile
Learning/remembering steps to find documents
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Renewal Bliss
My insurance renewals use to take days or weeks to get all of the information gathered, with multiple emails back and forth with my client. Now using the Indio portal, the communication is much easier and quicker. Using this product I have been able to get my renewals completed in a day to a few days.
Vorteile
How easy it makes it to gather renewal information and completed/signed applications. Really has made renewals easier and faster.
Nachteile
The electronic signatures function is simple, but could use some more features. I think as the product keeps growing their will be added features and updates along the way.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Great Technology
Overall, Indio is great! Good customer support, all the forms I need, etc.
Vorteile
The software is very easy for clients and users to use.
Nachteile
Tech challenged people can find it difficult to get logged in sometimes.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Indio
Excellent - support was responsive and quick
Vorteile
Ease of use, responsiveness of support. User friendly, simple navigation. Document library is easy to use
Nachteile
nothing specific I'd classify as a con.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Made my life easier
Vorteile
Indio is very user friendly. You can navigate without any issues. The email follow ups help keep me moving forward.
Nachteile
That I can not insert my own forms although that is a rare need
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Appears to be very useful and streamlines workflows
So far it has been good.
Vorteile
Renewal Data retained and forward filling the next year applications.
Nachteile
We are still relatively new to the production therefore I can't think of one right now.
- Branche: Versicherung
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Making Renewals easier
It has made my job easier and the client's are using it.
Vorteile
The clients find the software easy to use.
Nachteile
I wish it would show full data instead of just a few fields when inputting data.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Helpful
It overall is saving tons of time
Vorteile
It simplifies the application process and makes my life easier
Nachteile
Not easy to use at first. As technology is advancing, i should of used a tutorial
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Software without glitches or hassles!
The renewal process can be a very in-depth and disruptive process for our insureds. Indio makes it much easier for the clients, and presents them with a professional looking, easy to follow format for all of our carrier applications and data.
Vorteile
Web based, no down time to our operations to get started with it, no glitches or interruptions when we launched the product. It does everything it says and makes the data gathering process much easier for our insureds.
Nachteile
There are minor functionality items I would like to see added, that we have suggested to the Indio Team.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Excellent
Vorteile
I like how simple it is to use. It's always great to be able to chat with someone in case of a question or problem.
Nachteile
I like the new changes. It's easier to find.
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Expedites data collection
Using Indio, maximizes my time spent with each client.
Vorteile
The way it expedites the process in collecting client information.
Nachteile
The time it takes to get a form added to the library.
- Branche: Versicherung
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Kostenlose Testversion genutzt
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Making Life Easier for Insurance Agents
So far it has been very good.
Vorteile
It is very simple to use. Easy to drag and drop PDF's.
Nachteile
Not enough options for signing - example no specific option for initial's
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Excited to Use
Vorteile
The ease of pulling information and being notified by the customer
Nachteile
The time it takes to upload new applications to use in the system for future use.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Indio Review
It is making the renewal process a lot smoother. What I have been struggling with is in many of the application there are date fields and I am finding that Indio either doesn't like the date fields on applications as I was getting kicked out so I stopped entering in the date.
Vorteile
I love the ease of doing business. I find this user friendly to use.
Nachteile
The date field issue I am having so I stopped adding in the dates in certain applications. I wouldn't say that it the least thing I like about this software. Its the only criticism I can provide at this time.
- Branche: Versicherung
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Easy to Use
Vorteile
It is easy to use. Everything is right there for you and help is always available.
Nachteile
So far, there haven't been any issues with this software.
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Great program
Vorteile
Ease of use and fast integration at out agency.
Nachteile
Customer control over the forms and features! They always try and add more explanations
- Branche: Versicherung
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Easy To Use
Vorteile
The thing that I like most about the Indio Software; it is easy to use
Nachteile
it doesn't connect to the current Agency Management system used
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Tina's Review
I really like the software, some updates are needed. The most effective change would be to have the ability to move submissions by cutting and pasting in the event you created the application/submission in the wrong month/year.
Vorteile
The ease of marketing new business and the ability for my insured to fill out the applications.
Nachteile
I cannot upload a document and attach the sign here boxes.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Get Indio now, if you haven' yet
Vorteile
The entire document sharing process with clients, as well as, the forms library has really cut a lot of what I do in half - time wise. I love that with the document sharing, its in real time and not an over-night activity. Seeing my clients, individually, the way Indio shows them really helps to see how far along we are in the renewal process.
Nachteile
There's nothing I really like "least' about Indio, its just getting more clients to coming around to using it that is a challenge.
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Easy to Use
More and more people want to do things digitally but the insurance industry is falling behind that trend. This product allows us to digitally complete and deliver documents in a professional manner that is easy for our clients to use.
Vorteile
Our goal is to remain relevant in our ever changing world. Technology is moving fast and the insurance industry needs to keep up. We feel this product will help us do just that.
Nachteile
We are still new to using this software, so I don't feel we have enough experience with it yet to determine any cons.
- Branche: Versicherung
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Indio for insurance
Vorteile
Easy for clients to use and is a true value add.
Nachteile
It's difficult at times to find the applications that you are looking for.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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GREAT SOFTWARE
Vorteile
This software is super easy to use, and it saves a-ton of time.
Nachteile
Sometimes the software lags, and it jumps box in excel mode.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Indio user
Vorteile
I like being able to import schedules from EPIC
Nachteile
I wish that the schedules imported would include additional interests
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Easy to use
I like having digitial signature software avaialbe to use for our clients.
Vorteile
Ease of use, I was able to our a finance agreement for our insured to sign
Nachteile
Our agency has not purchased the additional feature of using our clients, we have to load each client into the system
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Monatlich für 6-12 Monate genutzt
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Ease of Doing Business
Working to be more efficient, Indio has helped us target pain points and deliver on ways to be more successful in our marketing practices. Customer Service and Implementation teams have been wonderful with training and support.
Vorteile
Allows people to be more efficient with targeted needs of completing forms and applications. Also allows for customization of internal products which is very helpful as well.
Nachteile
As with anything, there could always be improvements, but they will not know until you start using it yourself.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Easy
Vorteile
Once I figured out what I needed it's very easy to use.
Nachteile
So many options it can be overwhelming where to start
- Branche: Versicherung
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Outstanding product!
Vorteile
Ease of use and simplified carrier communication.
Nachteile
Not being able to alter a submission after sending out.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Great Product and Support
The experience with Indio has been wonderful. From the sales team to the implementation team they have been so easy to work with and genuinely helpful.
By selecting Indio we are making it so much easier to communicate with our clients on upcoming renewals. It streamlines our processes with supplemental apps and is a one stop shop for getting signatures.
Vorteile
I liked the integration with our AMS system.
Nachteile
We had quite a few forms missing that needed to be digitized, but if that is the worst thing, it's not really all that bad!
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Awesome
Vorteile
Ease of use for both our firm & our clients
Nachteile
frequency of reminders tends to frustrate Clients
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Monatlich für Mehr als 1 Jahr genutzt
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Great Product
I am very glad we are using this system.
Vorteile
The program is easy to use and makes going paperless much easier. We are very happy with all the supplemental applications and questionnaires that are in the system.
Nachteile
I don't have any complaints yet. It has been a smooth transition using this product.