Explore Indio’s Features

Indio helps you deliver a fully digital client experience. Stop sending your clients unruly PDF forms and spreadsheets and use Indio to unify all data gathering.

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 Workbooks

Clients can easily make changes to their schedules workbook 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.

Indio will save you time (and therefore money) by helping you reduce extraneous data entry tasks related to application forms. Indio maps all common data fields between applications and provides you with a centralized and standardized platform to collect client information.

Write to Any PDF

Easily export client data to hundreds 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 ACORDs and supplemental forms. And if you can't find what you're looking for, 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 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.

Start using Indio today

Find out why agents everywhere are talking about Indio