Who Uses This Software?

Commercial insurance agencies and brokerages


Average Ratings

9 Reviews

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Indio Technologies
  • www.useindio.com
  • Founded 2016
  • United States

About Indio Technologies

Indio Technologies allows insurance agencies to turn their application and renewal process into a fully digital, modern customer experience. The white-labeled platform comes pre-loaded with a database of 4,000 digital smart insurance forms and applications, an auto-generated proposal tool, an e-signature solution, and secures document sharing.


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Indio Technologies Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management

Indio Technologies Reviews Recently Reviewed!


Bringing insurance into the modern age

Oct 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Indio makes gathering data for new and existing accounts fast and painless for all parties involved. My clients love being able to comment and ask questions on the app, and being able to sign and submit it to the agency without waiting on us to send something over for e-signature.

Cons: The only complaint I had has been fixed. There used to not be an option to email the app to the client directly from Indio, but that feature has been added.

Timesaver!

Sep 25, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

Overall: LOVE the software and use it daily. Such a great resource to help streamline my workflow.

Capterra loader

Great Product and Still Evolving

Aug 28, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: The ease of use of the platform and as well as the friendly UI. Since this product is still fairly new there are constant updates and enhancements to existing features.

Cons: Some of the workbook features are still pretty green so it's not fully up to speed with what our agency needs. However, it seems that Indio will be up to par with what we need within the next few months or so.

Indio is Awesome

Nov 20, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: What I like most is that our clients are able to view their account information in real time. Before we kept our own records of the client's properties and exposures. Now we are able to view the same list and the clients are able to request changes to us through the website. This has allowed for greater accuracy.

Cons: While the software is great, it is time consuming at the beginning to set up all of our clients in the system.

Overall: I'm still new to Indio because our company just purchased it a few months ago but so far it has made my everyday tasks easier. The clients like using the online platform. The staff at Indio is very helpful. They are always available to answer our questions and have spent a lot of time showing us all the features Indio offers.

Capterra loader

Makes getting supplemental apps completed a breeze!

Sep 25, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Love the supplemental apps that are already in the system for most carriers...makes getting these filled out a lot easier and less painful for us and our clients. Thank you.

Cons: takes a while to get a new form digitized

Overall: Great...we just keep getting a change of rep for some reason so that's frustrating

Great Tool!

Aug 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Its seamless, very easy to use between agency and clients.

Cons: There actually is nothing yet that I dislike.

Indio

Nov 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: 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.

Cons: My clients have had trouble completing apps on their end. It is not very user friendly.

Overall: Being able to send apps already completed at renewal to the client to review and change anything needed makes renewal process easier.

No more messy applications!

Nov 20, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: The fact that these applications will stay in the system next year! Also the ability to hide sections of the application that can confuse clients.

Cons: No support for clients only for agencies

Easy as 1,2, and 3

Nov 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Indio is simple to navigate, extremely time efficient and great at marking any missing information.

Cons: The only con for me was not being able to find/have access to a specific application.