Explore Indio’s Features
Simple Login
Easy secure sign-on link for clients (no need to remember password)
Easily Leave Notes
Your clients are able to easily leave comments on any fields they're unsure about or have questions
Reduce Data Entry
Beautiful online forms that automatically map data between them so your client never has to answer the same questions twice
Smarter Forms
Intelligent form engine hides conditional questions based on the client responses so they'll only ever see the questions they need to answer
Let Clients Share Forms
Easily add multiple contacts at a client's company so different departments can all complete the relevant sections on forms
Submit form for agency
One-click to easily submit a form to your agency
Signatures Made Easy
Online signatures directly integrated into the form process
Upload Files
Unified area to upload all the files you need from them
Beautiful Online Schedule Workbooks
Clients can easily make changes to their schedule workbooks without having to deal with large excel docs. It's all online and easy to import/export from.
Security Comes First
Structured and secure data storage on a platform that’s built for storing insurance data. Stop storing data in pdf and excel files and start storing it in the Indio platform.
Write to Any PDF
Easily export client data to thousands of different carrier supplemental PDFs
Keep Track of Clients
Intelligent activity tracking lets you know when clients sign in, fill out information, sign forms, and submit data.
Reduce Your Risk
Built to minimize E&O risks. All client and broker actions in the system are logged and timestamped so you'll always know who filled out and submitted each part of a form.
Renew with Ease
One-click to start the renewal process with relevant data pre-filled from last year's forms
Control Form Appearance
Customize the forms you send to a client by requiring and hiding any part of the form before they see it
Massive Form Library
Access our vast library of supplemental carriers forms, custom agency forms, and business questionnaires. If you can't find what you need, we'll digitize any forms you have.
Secure Access
Multiple levels of access permissions make sure your employees only see the client's they need to see.
Manage Your Team
Administration tools make it easy to add/remove employees and assign them to clients
Import Your Schedule Workbooks
Upload existing schedule workbooks and Indio will instantly turn them into interactive online tables of schedule data
Smart Change Tracking
Stop digging through hundreds of spreadsheet rows to find information that the client changed. Indio intelligently shows you what's changed from year to year so you don't have to search for it
Security Comes First
Structured and secure data storage on a platform that’s built for storing insurance data. Stop storing data in pdf and excel files and start storing it in the Indio platform.