The modern solution for the application and renewal process

Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure.

Exceptional software to engage your clients
and strengthen relationships

Over 5,000 insurer-ready online application forms automatically map data across multiple policy applications, so clients never have to answer the same question twice.
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Upload existing schedule lists from Excel (like renewal workbooks) and Indio will instantly turn them into interactive online workbooks.
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Indio's Intelligent Activity Tracking alerts you when clients sign in, complete information, sign forms, and submit data.
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Built for Agents of the Future

Bank-grade Security

All customer data is protected using AES-256 encryption behind SSL with regular security audits. View our full security report here.

Cloud Based Platform

We’re built of Amazon’s AWS cloud to provide you with maximum reliability and scalability. Our always-on platform integrates with your AMS to ensure that data is always kept up to date.

Data Standardization

Our intake engine takes client data from uploaded spreadsheets, supplemental forms, or AMS exports, sanitizes the data and then stores it in a clean structured format where you and your clients can easily access it.


“Indio has made the insurance experience less stressful for our clients. All feedback from insureds has been positive. 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.“
Teresa Melikian
Commercial Insurance Advisor, Watkins Insurance Group


“Indio has helped bring our agency into the 21st century. Our clients frequently bring up how much they love the new digital applications and our producers/account execs can focus more on their expertise.“
Brent Rineck


“The team at Indio has been absolutely wonderful to work with! They've helped us streamline the application process across our agency and helped us win more business.“
Lynne Wallace
President & CEO, Vantreo


“We were very excited to be able to use Indio to have it be a digital experience for the client. We’re using it for all of our commercial clients. We’ve received lots of feedback… ‘Hey, this is really good, this is so much more efficient.'“
Amy Wilson
Marketing Associate Manager, Kapnick Insurance Group


“We had one client that we typically start the renewal process 6-months out because we know it’s going to take so long for them to get all their information together. With Indio, we deliberately started the process with the client only 3-months out and we were able to cut the client’s renewal process in-half.“
Christina Kelley
COO, Gregory & Appel

The list of leading U.S. insurance agencies and brokerages using Indio's platform is growing every day

The Digital Broker

We're building a place where the smartest minds in insurance can share their thoughts on how to drive growth and profitability in your agency.

We're entering a new era of how insurance is delivered. Is your agency ready?

It’s 2020 and customers expect an insurance experience that’s both uniquely personal and easily accessible.

Start using Indio today

Find out why agents everywhere are talking about Indio
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