Who Uses This Software?

Commercial insurance agencies and brokerages


Average Ratings

30 Reviews

  • 4.5 / 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 simplifies the insurance application process for brokers and their clients. We make it fast, easy, and E&O free, saving your agency time and money. The white-labeled platform comes pre-loaded with a library of 5,000 digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secures document sharing.


Indio Technologies Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Quote Management

Indio Technologies Reviews Recently Reviewed!


Insurance Game Changer

Mar 04, 2019
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
Likely
Extremely
Likely

Pros: Very easy to use! Tons of Acords, Supplementals, and Questionnaires all digitized for easy read-through. Indio makes it super easy for clients to fill out these forms and for agents to navigate the forms. In our current digital age, it makes the process so simple to email to clients and team members while keeping everything documented.

Cons: Integration with AMS360 would be REALLY nice, as this is the system our Affiliates work in.

Overall: Overall experience has been phenomenal and more and more of our clients can't wait to sign up!

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
Likely
Extremely
Likely

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.

Review for Indio Technologies

Mar 19, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I enjoy the ease of use and functionality of the software.

Cons: Sometimes our clients are unable to open the link provided when completing the applications. Also it can take awhile for new applications to be digitized.

Overall: I enjoy Indio and will continue to use it for our everyday processing.

Indio Review

Mar 19, 2019
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
Likely
Extremely
Likely

Pros: it's ease of use for our clients, we have had nothing but great results and comments from clients about this product.

Cons: Schedule Workbook does not have side-by-side, it just overwrites what was existing in last term.

Capterra loader

Superb long game idea!

Dec 18, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Ability to drag and drop spreadsheets of data is a time saver. Agency manager software import will propel the use and need for this Indio! Company specific apps and supplements are an ever increasing time requirement. This software, with initial time invested, will have long term benefits and resource savings. E & O will be better protected with client involvement and signoffs.

Cons: Couple bugs to be worked out, but the support staff is very interested and willing to hear us out.

Indio Review

Mar 19, 2019
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: That the client can automatically sign documents without having to print and then scan/fax/mail to us.

Cons: That we are unable to use our original spreadsheets (mapping). Having to copy/paste all of our current information is very time consuming and leaves room for error.

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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.

Capterra loader

Incredible Product - Must Have!

Mar 19, 2019
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
Likely
Extremely
Likely

Pros: This software finally enables our agency and customers to be more efficient with application completion and processing. I love that there is a library of digitized

Cons: Initially, the process of putting together a customer 'submission' is confusing. However, it doesn't take much time to master.

Overall: Indio Technologies is one of the best advancements I made in my business in quite some time.

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
Likely
Extremely
Likely

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.

Indio Review

Mar 19, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Super easy to use. I like how the user has the ability to add or delete lines in the workbooks. Very user friendly for the insureds to make changes.

Cons: When columns are sorted they default back to out of order once you leave and reenter the workbook

Overall: I really like the real time interaction with the insured. Platform runs very smooth compared to our current system

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
Likely
Extremely
Likely

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

Indio

Feb 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use, can copy and paste, shows when people log in, i receive emails when people fill out apps.

Cons: too many emails for one insured, prefer to only get one email when whole app is done or just the main app

New user

Mar 06, 2019
4/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: New user to the program. Have only started with a couple of accounts. Like able to enter client information easily. Locate apps.

Cons: Learning/remembering steps to find documents

Overall: Have not used it long enough

Easy to Use

Mar 22, 2019
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
Likely
Extremely
Likely

Pros: Our goal is to remain relevant in our ever changing world. Technology is moving fast and the insurance industry needs to keep up. We feel this product will help us do just that.

Cons: We are still new to using this software, so I don't feel we have enough experience with it yet to determine any cons.

Overall: More and more people want to do things digitally but the insurance industry is falling behind that trend. This product allows us to digitally complete and deliver documents in a professional manner that is easy for our clients to use.

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
Likely
Extremely
Likely

Pros: Its seamless, very easy to use between agency and clients.

Cons: There actually is nothing yet that I dislike.

Clients love using Indio!

Feb 20, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: 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.

Cons: The process to add new forms could be quicker.

Overall: 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.

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
Likely
Extremely
Likely

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.

Excellent Tool

Dec 18, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The biggest Pro is the overall streamlining of our information gathering and renewal process

Cons: The only downfall so far is the inability to create templates that can be assigned to clients

Overall: I am still fairly new to the software, but it is preventing the repetitiveness of filling out Acords and supplements, which allows us to get accounts to market much faster.

Indio Review

Mar 19, 2019
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: I like that Indio takes a lot of our daily tasks and makes them digital, which more people are turning to with all the changes in technology.

Cons: Doesn't function well with our personal lines department system- a lot of extra steps

Indio Review

Feb 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: 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

Cons: some portions seem redundant; have to be answered more than once

Review Indio

Mar 27, 2019
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: I think the program has some neat features which will be helpful in communicating with our customers.

Cons: The process of trying to link worksheets from Epic into Indio.

Overall: 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.

New User

Mar 19, 2019
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use for carrier applications for the client and agency side.

Cons: format and view of the applications especially acord apps.

Overall: view of pdf expiring app with the renewal app function not working all the time.

CSR

Dec 20, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Being able to have customers review account updates and sign forms. Having the ability to create multiple docs at once.

Cons: Not being able to pull the information over to EPIC.

Helpful agents to instruct new users

Dec 19, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The ability to remind and set up forms to send clients

Cons: There are glitches when you are viewing certain screens. There is no undo when you delete something.

Indio Review

Feb 19, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: E-Signatures and ease of moving around the site.

Cons: Sometime you can hit snags in adding/deleting primary users of the accounts.

Indio is awesome!

Jan 25, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I really liked the ability to send multiple forms, add multiple users, and quickly have forms converted for reuse across workflows.

Cons: Some of the functions were confusing to access, and more menu centralization with easier help functions which cover more questions would be helpful.

Overall: I have liked my experience with Indio and I think it's a great software package!

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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.

So far so good

Jan 22, 2019
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: the ease of use and integration of our customers information when filling certain apps.

Cons: would like some training videos on how to do certain things.