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- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Monatlich für 6-12 Monate genutzt
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Indio Review
Vorteile
The ease of use, how all the forms are uploaded to the platform and the signature boxes are already set to the right locations. Very time saving.
Nachteile
I don't like how there is not an option to send any indio system emails through my email. Majority of the time clients either do not trust the email or it ends up going straight to junk mail. I usually have to send them a separate email letting them know to expect it.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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First impressions
Their document library is missing a lot of supplements for our specific line of business. Need to beef up and expedite that process.
Vorteile
Very user friendly and intuitive program.
Nachteile
Indio's process for getting applications and supplements converted into their system is extremely slow. Slow to the point that we can't work with approximately half of our clients but have already signed the contract. We are hamstrung and in a waiting pattern.
- Branche: Versicherung
- Unternehmensgröße: 201–500 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Good Platform but Tweaks Needed
This is a good platform but nearly every time I try to use it, I run into an issue I must either seek Indio assistance or I don't have a certain permission.
Vorteile
The ease of use and power from the client's standpoint since the data carries over in the following year's application
Nachteile
I'm unable to locate applications that were removed by Indio or have not been uploaded to Indio yet. I was unable to favorite applications for several months.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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New Employee, Great Product
Vorteile
I love that we have the opportunity to easily fill out applications and get updated information from clients. Our clients do not have to print out the PDF and hand fill, but can easily do this process online.
Nachteile
I wish clients could see the application as they worked through the questions. It would be much easier to fill out the application than having to toggle between the questions and the pdf.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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user friendly
The clients are actually responding to me much quicker and more efficiently.
Vorteile
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.
Nachteile
I have not used it for a long time so I'm sure there are features that I'm not tapping into. I wish the system would be more descriptive as to what each option actually does or can be used for.
- Branche: Versicherung
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Brown & Brown
Training went well and just getting used to the new product. It is very handy.
Vorteile
Ease of use and training was explained well
Nachteile
Have not used it enough to have a least as of this time.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Amazing product
I've had nothing but good experiences with Indio. It's been so easy. I haven't gotten to merge it into AMS 360 yet though and that would be beneficial.
Vorteile
It makes applications so much easier to get all the information entered in.
Nachteile
We leave a lot of things blank so going through all of it is pretty tedious. I would like options to choose what we need to enter. Some applications don't need a whole lot.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für Kostenlose Testversion genutzt
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Great Program
Vorteile
I like the ease of use for both customers and myself. I have received a ton of feedback from customers using the product noting how much easier it is to use than the traditional insurance renewal method.
Nachteile
The only issue I have is the time it takes to make an application ready for use on the platform. 21 days is not always always feasible with our time frame.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Weitere für 1-5 Monate genutzt
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Indio
Good - clients who have tried it seem to like it.
Vorteile
I like the ease of business and ease access for clients.
Nachteile
If you update a named insureds or website on one of the supplements it changes the info on all of the supplements & when there are two of the same coverage types, they merge & skew the data. The only way I know of to get around this is setting up multiple accounts which is inconvenient to the agent.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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New to me
Vorteile
The ease of keeping renewal information up-to-date and having a one stop place for my Insureds. It's good to know that the Insured will only have to use this one program instead of having to try track every bit of information individually.
Nachteile
I believe there could be more integration for industry leading software. A little more optimization as well.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Monatlich für Mehr als 1 Jahr genutzt
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Indio Progression
With the use of Indio, the customer gets their applications completed, signed and returned much faster.
Vorteile
Ease of use. I find Indio very user friendly.
Nachteile
Would love to see a drop down for my customers under my User ID.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Weitere für 1-5 Monate genutzt
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Pretty Simple
I like the availability to my co-workers documents. If they are unavailable, I am able to step right in an assist our clients.
Vorteile
I just starting using Indio. My client had not issues with signing the document and returning it. I also like the status emails.
Nachteile
I have not run into a issue yet. It would be nice if it was accessible from our EPIC program.
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Indio Accords Made Simple
We use to have to fill in all accords to send out to different carriers for quotes. Now Indio fills them in for us. We click and print. This frees up a lot of time. Thanks Indio!
Vorteile
Indio saves time filling out accords over and over. It stores the info which makes it fast and easy to get accords.
Nachteile
I haven't come across any cons yet but we just started using it.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Love it!
Vorteile
In my previous department, we moved to electronic signatures, and it was such a time saver! Our clients were able to get back to us in a more expeditious manner. I'm delighted that my current department moved to electronic signatures as well!
Nachteile
No cons at this time. I think the software is great!
- Branche: Versicherung
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Love this software!
Indio makes it easier for us to request applications from our clients, and makes it easier for them to complete them. It also helps us stay on track with our deadlines because the process is easier for our clients.
Vorteile
It is easy to use, and a very efficient way to work with our clients!
Nachteile
It's taking me a little bit to get my bearings!
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Monatlich für Mehr als 1 Jahr genutzt
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Great Choice
Vorteile
Ease of setting up clients, searching forms, sending/receiving documentation
Nachteile
Notification not always going to the correct person
- Branche: Versicherung
- Unternehmensgröße: 201–500 Mitarbeiter
- Monatlich für 6-12 Monate genutzt
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Indio Technologies
The customer service team at Indio is very helpful!
Vorteile
I like that this software is easier to use for us and our clients than what we were doing before. We are able to get completed apps and updates so much faster!
Nachteile
There are still some hiccups in trying to get certain clients to use the system.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Indio Review
It has given us the ability to utilize a single platform to group together a multitude of tasks. It allows us to see progression of client based tasks without having to stop to call a client for status.
Vorteile
It is very user friendly and compatible with our existing workflows
Nachteile
So far - no issues with the software - it works great
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Ease of use for renewals
Vorteile
Making everything more stream lined year by year is very helpful in the renewal process. I like the features, look forward to learning and using Indio more!
Nachteile
Nothing so far, that I have seen the online live session was helpful to see the features and use of the software.
- Branche: Versicherung
- Unternehmensgröße: 201–500 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Indio Experience
I'm a very new user but overall, I have liked the it when I've been able to use it.
Vorteile
The ease of use for the customer to enter their information in the applications once we send it to them.
Nachteile
We have a few applications that are not in Indio yet and it takes quite a while to get those uploaded
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Indio Review
Vorteile
I like the fact that we can upload a PDF copy of a prior year's application - that we can hide certain sections of an application; and that we can designate certain questions as having to be answered
Nachteile
some portions seem redundant; have to be answered more than once
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Review Indio
I think it is a good program. Customers Service is very helpful. Bugs to work out but it seems they are looking to do so.
Vorteile
I think the program has some neat features which will be helpful in communicating with our customers.
Nachteile
The process of trying to link worksheets from Epic into Indio.
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Great Tool!
Vorteile
Its seamless, very easy to use between agency and clients.
Nachteile
There actually is nothing yet that I dislike.
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Digitize Applications
Great system to have and to use, a great asset to anyone
Vorteile
It was helpful and saved us time an money with sending applications and forms by mail. A real time saver.
Nachteile
Not too much to say bad about the system it was very easy to use, easy to access and great to have available
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Smart
Vorteile
Secure central location for agent and clients to work on completing documents; and that we have a copy of prior year form as a reference.
Nachteile
Training our clients to use this feature, its something new and not everyone wants to do things online.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Monatlich für 1-5 Monate genutzt
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It's going to be FANTASTIC!
It's been a good experience, just a little slow going. I don't have to send out forms/applications every week but when I do I'm using Indio in a effort to save more time in the future.
Vorteile
The software is easy to use and secure. It's not clunky like our other secure email server. The available e-signature option has save a ton of time with our clients who are out of state from where we are located.
Nachteile
I have to let the insured know in a separate email that this the link I'm sending isn't spam. This is going to be fantastic after we introduce to our clients. It is helpful when sending to the client to enter a personal message.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Pretty good
Vorteile
My clients seem to understand the e-signature process right off the bat. Not a lot of back and forth. I can include a support person.
Nachteile
I can't have more than one PDF on one e-signature email.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Easy Peasy
I am able to get information from the client that they wish to change and send applications to be signed electronically.
Vorteile
The client can go and update their own information
Nachteile
I wish Indio would "pull" more information or other schedules from my management system (Epic).
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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So far so good!
Good way of onboarding prospects and collaborating with existing clients.
Vorteile
Indio allows us to collaborate with our clients for a much better experience than strictly sharing documents via email.
Nachteile
Folder organization would help with document sharing.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Indio user
It is great to be able to have the customers sign electronically
Vorteile
How quickly it gets to the customer, printout of proof, once customer is set up they stay in the system
Nachteile
That the customer has to set up a password
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Monatlich für 1-5 Monate genutzt
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Easy as 1,2, and 3
Vorteile
Indio is simple to navigate, extremely time efficient and great at marking any missing information.
Nachteile
The only con for me was not being able to find/have access to a specific application.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Love it!
I had to use the chat feature. Very quick to respond and my issue was resolved in a timely manner. Helpful people!
Vorteile
It's very user friendly. Easy to catch on and to use.
Nachteile
Not being able to edit after it's been sent or have a correct/resend button.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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I love Indio
My clients actually sign & return their documents in a timely manner. I haven't had to explain to them how to use it. And all of this makes my day run smoother.
Vorteile
I love how easy it is to understand and use.
Nachteile
So far I don't have anything to complain about.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Weitere für 1-5 Monate genutzt
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Easy Way to Connect with Clients
Vorteile
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.
Nachteile
Setting up the clients is a little time consuming, but definitely worth it in the long run.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Review 2019
My insured have found this to be so much easier then sending all applications and filling them out and then sending back
Vorteile
That insured can go in and fill out applications
Nachteile
Sometimes it is hard to find the application that you are looking for
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Monatlich für 1-5 Monate genutzt
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Using Indio
Using Indio speeds up what was otherwise a slow process and a process that cost the customer/insured time and money in printing, scanning, faxing, etc. The flow is so much easier now and the customer is left feeling better too.
Vorteile
The ease with which to send documents and applications to my customers or insured's for completion and signature. When the customer/insured receives the email is very easy for them to complete the process and the return of the completed and signed documents to me is great. This process makes life SO much easier and faster.
Nachteile
I have not found anything I dislike......at all.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Increased Productivity
We are new to this service but can already see the benefits and increased productivity.
Vorteile
Single entry of data over several applications.
Nachteile
That is doesn't pull over info from agency management system to ACORD applications.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Great for Workflow
Vorteile
I love how user-friendly and interactive the site is. Our clients really like using it.
Nachteile
I need the forms that don't have the exact same formatting of questions to recognize that it is the same still.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Very convenient for insureds
Vorteile
I like the ease of use for me as the agent and for my insureds - who have to sign and return documents. Essentially instant gratification.
Nachteile
When insureds switch their email addresses on me.
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Weitere für 1-5 Monate genutzt
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Very User Friendly
A user friendly, solid, innovative experience
Vorteile
The Ease of use and bright, pleasing ascetic
Nachteile
There seems to be a significant amount of forms that are unavailable, and getting them added seems to not be the most efficient route sometimes.
- Branche: Versicherung
- Unternehmensgröße: 201–500 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Lots of steps
Vorteile
It can be used on a variety of forms, not just an application or cancellation.
Nachteile
It's a few steps for the client to use. Also, I do not need a daily notification when my clients use it.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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No more PDF Renewal Apps!
Fantastic!
Vorteile
Ease of use - it is easy to set up, use and explain. If the app isn't there, it is easy to get them added.
Nachteile
It is not widely known so it takes one client a while to catch on.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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original skeptic
Vorteile
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.
Nachteile
I really do not have any complaints yet.
- Branche: Versicherung
- Unternehmensgröße: 10.000+ Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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CSR
Vorteile
Being able to have customers review account updates and sign forms. Having the ability to create multiple docs at once.
Nachteile
Not being able to pull the information over to EPIC.
- Branche: Versicherung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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New to Indio, love it so far!
So far so good with Indio! Loving how much our clients love to use it!
Vorteile
E-signature, user friendly, clients love it
Nachteile
Still learning. One client had trouble seeing the e-signature document.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Clients love using Indio!
Face it...nobody enjoys filling out insurance applications. Indio has made the experience less stressful for my clients. All feedback from them has been positive.
Vorteile
My clients find it much simpler to complete their insurance applications. I appreciate the follow up reminders to the client and the notifications to me once the apps are complete.
Nachteile
The process to add new forms could be quicker.
- Branche: Versicherung
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Indio Review
Vorteile
I like the emails sent after a application is completed!
Nachteile
I have not found anything yet, as we are a very new company that has started using this program.
- Branche: Versicherung
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Great Product
Have not got to use much but overall great product.
Vorteile
Forms and the ease of using them with and preloaded information.
Nachteile
As far as I can tell I have not run into any.
- Branche: Versicherung
- Unternehmensgröße: 201–500 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Review
Vorteile
Innovative. Improves efficiency Design team appears to be listening to our needs
Nachteile
Still developing all needed features. Slow on improvements.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Weitere für 1-5 Monate genutzt
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Indio
Being able to send apps already completed at renewal to the client to review and change anything needed makes renewal process easier.
Vorteile
I love being able to send applications to the insured to complete via indio and being able to send them at renewal already completed so the insured only has to make needed changes.
Nachteile
My clients have had trouble completing apps on their end. It is not very user friendly.