# Indio Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Indio the right Insurance solution for you? Explore 230 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/178007/Indio/reviews --- Indio 4.5 (230) [View alternatives](https://www.capterra.com/p/178007/Indio/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Indio Ease of use 4.4 Customer Service 4.6 ## Pros and Cons in Reviews KT Kathy T CSRInsurance, 51 - 200 employeesUsed the software for: More than 2 years. “It's hard to use at first but once you get a hang of it, it makes the job much easier.“ August 10, 2021 TD Tim D PresidentInsurance, 11 - 50 employeesUsed the software for: 6-12 months. “Poor customer support, you will not find a customer support line on their site and when you email request their turn around time is terrible. “ December 16, 2020 vj victor j Freelance creativeBroadcast Media, Self-employedUsed the software for: 1-2 years. “it has made my procedure so much easier.“ August 22, 2021 Mark A Insurance AgentInsurance, 2 - 10 employeesUsed the software for: 6-12 months. “It's takes a long time to start to get return on the value. If you don't use it constantly or you don't have clients that like technology it'll be hard to take advantage of the tech.“ June 30, 2020 KF Karen F Network AdminInsurance, 51 - 200 employeesUsed the software for: 1-2 years. “Indio is very informative and easy to setup. “ August 18, 2021 TD Tim D PresidentInsurance, 11 - 50 employeesUsed the software for: 6-12 months. “Another example of tech companies ignoring their customers“ December 16, 2020 AK Angela K Quality AssuranceInsurance, 201 - 500 employeesUsed the software for: More than 2 years. “Our client services are easier by using this software and more innovative“ September 24, 2020 ## Showing most helpful reviews Showing 1-25 of 230 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Michael F. President Insurance Used the software for: Less than 6 months ### "Incredible Product - Must Have!" March 19, 2019 5.0 Indio Technologies is one of the best advancements I made in my business in quite some time. 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. Review Source MC Mary C. Account Manager Insurance Used the software for: 6-12 months ### "Change is hard but worth it. " November 26, 2019 5.0 It has been a very easy transition for me. I love the ability to complete apps on line and save information. The only obstacle has been educating my clients. Change is hard. Pros Complete apps, especially at renewal, is so much faster and easier. It reduces redundancy and the amount of time my clients have to spend filling out the same information. Cons Honestly, it's just learning a new software and educating my clients on how to use it. Once everyone is familiar, I think all involved with the insurance process will appreciate it. Review Source SH Sara H. Agent Insurance Used the software for: 6-12 months ### "has potential " November 26, 2019 3.0 Pros When the documents are completed they are emailed to you by Indio, you don't have to go and retrieve them which is convenient but they are not encrypted which is worrysome. Cons Not user friendly. Not obvious where to find things, II spend more time looking for forms and how to do things than I should. Many clients unable to use, can't log in, need to wait for code etc. Review Source Joseph S. E. Broker Insurance Used the software for: Less than 6 months ### "Great solution " October 29, 2019 5.0 This is the only online app company I've used and it works really well. Customers rarely come back to tell me that they couldn't figure it out. Pros easy to access and share with clients makes application easy and info will be in there next year Cons login process is a bit annoying, but its getting better dashboard could be more user friendly for clients - almost too many features... Review Source VR Verified Reviewer Assistant Account Manager Insurance Used the software for: Less than 6 months ### "Indio is Awesome" November 20, 2018 5.0 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. 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. Review Source Jeremy P. Sr. Insurance Sales Advisor and Broker Insurance Used the software for: 6-12 months ### "Makes getting supplemental apps completed a breeze!" September 25, 2018 4.0 Great...we just keep getting a change of rep for some reason so that's frustrating 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 Review Source Dylin H. Sales & Systems Lead Insurance Used the software for: Less than 6 months ### "Transformation Product!" December 4, 2019 5.0 From the initial sales call through implementation (included the recurring followups) have been great. Our Implementation Manager provides us with useful weekly content to distribute to the staff which helps them learn more features while increasing utilization of the software. Pros The ease to setup applications for the client to complete and more importantly how easy it makes it for the client to fill in. Saves alot of back and forth from using the tradition PDF forms. Makes renewals a breeze, has been a huge time saver for the agency. Cons There is nothing that I've found that I would consider a con. Very user friendly for both the agency rep and the client. Review Source VR Verified Reviewer Assistant Account Manager Insurance Used the software for: Less than 6 months ### "Indio - Awesome Tool" February 21, 2020 5.0 I really like Indio and highly recommend it. Pros I like the ability to streamline applications for clients without having to regenerate a new form for each client in the system. Cons Moving through pages can get a little clunky occasionally in the system. In addition, adding other viewers to the application, even if they are not signing, can be a little hit-and-miss as well, based on whether or not they receive emails about completed forms. Review Source VR Verified Reviewer Insurance Agent Insurance Used the software for: 6-12 months ### "Looked great at first." June 30, 2020 4.0 It was overall good, but we don't have a lot of clients on the commercial side that are very tech savvy and couldn't get the value out of it. Cancelled after a year. Pros They have thousands of forms available. There is a lot of ease of use on the client side of things. Cons It's takes a long time to start to get return on the value. If you don't use it constantly or you don't have clients that like technology it'll be hard to take advantage of the tech. Review Source BL Brad L. Special Projects Manager Insurance Used the software for: 1-2 years ### "Not perfect, but a huge improvement" April 23, 2019 4.0 Pros I love the simple and intuitive UI. IndioSign is a great feature. Almost every client that uses Indio raves about it to us! Cons I wish that Indio would pull completed Acords from Epic. I would also like to see the ability to clear notification from the dashboard. Review Source CF Carrie F. Personal Lines Service Advisor Insurance Used the software for: 6-12 months ### "Great Customer Contact Tool!" October 29, 2019 5.0 Pros Indio makes client correspondence so easy! I am able to get documents signed within minutes. In a fast paced office, this is invaluable. It also provides a “paper trail” of when I sent the document and how many times the client has touched it. Cons One thing that I would like to see is a stronger assurance that I indeed turned the client's ability to see what I am updating, as this is a live platform. Review Source JM Julietta M. Account Administrator Insurance Used the software for: 6-12 months ### "Indio Technologies- Making Service Simple, User Friendly and Effective" October 29, 2019 5.0 Wonderful. I am very happy with how easy it is to send and receive updates on applications. Pros I love that clients have a portal designed only for themselves. I also love that information rolls over to the following term, keeping record of signed applications. It is user friendly for our clients, which in turns makes doing business simple and easy. Cons I more so wish our own company would take advantage more of the work book aspect of Indio. I think we could ingrain this company into our daily work but we haven't gotten there just yet. Reason for choosing Indio I did not implement. Review Source JA Juanita A. Account Manager Insurance Used the software for: 6-12 months ### "Customer Feedback" October 1, 2019 4.0 I have found that Indio is very user friendly. I have received very positive feedback from my clients, with how easy it is to navigate the website. Pros The platform is easy to navigate, documents are easy to upload on to the platform for signature and our clients can complete applications on the platform. Cons The Statement of Values schedule could use some work. The data from Sagitta does not sync correctly to the schedule in Indio. The Workers Comp Schedule also doesn't sync correctly from Sagitta to Indio. Review Source KZ Keith Z. CSR Insurance Used the software for: 1-2 years ### "Ansay" August 27, 2019 5.0 Use it daily to create presentations and schedules to clients. Updates constantly made to improve use, Pros Ease to create workbooks for clients to review and make their own changes. Simple to use, very customizable Cons Most of my clients do not have Chrome, runs slow on Explorer Review Source NS Nirmala S. Account Manager Insurance Used the software for: 6-12 months ### "Awesome Software" November 26, 2019 5.0 Pros I love the ease of use for the customer, it is vert straight forward and fool proof. Cons I think the access code confuses the customer. Switched from [RightSignature](https://www.capterra.com/p/220507/RightSignature/) Easier and more user friendly product. Review Source HS Heather S. CSR Insurance Used the software for: 6-12 months ### "Indio Transition" July 10, 2019 4.0 I am still learning the portal, but I have found the support staff to be helpful and willing to assist. Pros I like the ease of operation once you have what is needed uploaded into Indio. Cons I don't like that we have to export everything each time we need to use it and that there isn't an auto sync every couple of hours or even once a day. Review Source KF Karen F. Network Admin Insurance Used the software for: 1-2 years ### "Indio has been great for our agency" August 18, 2021 5.0 Pros Indio is very informative and easy to setup. We were able to start using it immediately. Cons We are pleased with all aspects of Indio. Review Source HF Helen F. Commercial Lines Team Lead Insurance Used the software for: Less than 6 months ### "Simplified and Time Saving Workflows" December 2, 2019 5.0 We have been thrilled with the way in which Indio has modernized and streamlined our Commercial Renewal Process Pros The use of the custom forms that we were able to set-up as part of our on-boarding has streamlined our commercial renewal process and cut the amount of time Account Managers have to work on renewals in half. Cons There is still a lot of places for growth - like integrating payments, some functionality tweaks, etc. These seem slow in coming to fruition. Reason for choosing Indio We will be making a switch in management software to EPIC in 2020 and knowing that Indio and EPIC work well together was in part why we made the switch to Indio now. Review Source SS Susan S. Account Manager Insurance Used the software for: 6-12 months ### "Indio Use" November 26, 2019 4.0 Overall experience so far has been good . We have had good client response Pros I like the fact that it is interactive with our agency and clients and that it is secure Cons I think that the schedules need a lot of clean-up work before you can send. I would like them more streamlined Review Source aS amanda S. client services manager Insurance Used the software for: 6-12 months ### "insurance application review" August 27, 2019 4.0 Pros i enjoy the ease of use and how it makes it easier for our customers. I appreciate the quick response on the chat feature and that if we need to escalate an application being added, we can. Cons At a renewal of applications, the information is filled in from last year. I wish there was a better way for the insured to see what they have updated from the prior year, rather than them having to pull up the old one and check with their eyes side by side. Would be nice if it changed color or something so they could easily see if they still needed to update revenue for example. Review Source MT Matt T. Producer Insurance Used the software for: 6-12 months ### "easy and efficient " October 29, 2019 5.0 It has been very good. Its helping with getting applications filled out! Pros Easy to set up and it helps stream line the application process. Cons Nothing in particular. You need to spend a little time getting used to the system Review Source AG Andrew G. Broker Insurance Used the software for: 1-2 years ### "Indio Review" January 7, 2020 4.0 Very happy with the initial product and the development over the couple of years I have been using. Pros Ease of use for clients and brokers. Helps bring an industry that is lacking on the technology side immensely into the 21st century. Cons The forms database is still not as comprehensive as I would prefer which will change over time. Still working through small glitches and site does seem to be down quite a bit. Review Source KH Kimberly H. Account Administrator Insurance Used the software for: 6-12 months ### "Indio Review" October 29, 2019 5.0 Pros It allows us to achieve and meet our renewal deadlines and gather the necessary information from the insured. Cons Sometimes it glitches or our clients have a difficult time logging in Review Source CM Connie M. Account Manager Insurance Used the software for: Less than 6 months ### "First Year User Perspective" February 18, 2020 4.0 Maintenance and constant updating of renewal data for a multitude of clients. Am looking forward to year two , when more of the risk specific data pulls through. Pros The interface with our operating system for common information retrieval is convenient. The promise of carry over on year two renewal applications is very compelling. I use a multitude of multi page proprietary applications , and it's easier to go through the Indio platform than to pre-fill PDFs year after year. (Or worse yet, hand fill). Also really like the ability to 'grey out' non-applicable areas of forms - much less confusing for clients. In the past six months there have been positive upgrades to function, such as the ability to e-sign multiple documents. Notification from the app when clients have accessed it. Cons Clients have expressed frustration with the 'view prior year applications' feature. Because of where it's located, they don't always see it and this feature is limited. Would like to see it as a menu with more capacity to upload several documents at once. Would like the ability for them to see it in half size or full screen for ease of reference on a laptop. Would like to see a notification to user when we've failed to go in and view an application. Review Source TG Tania G. CL Account Manager Insurance Used the software for: 6-12 months ### "Indio in the work place" November 26, 2019 5.0 Indio is helpful when we are trying to collect renewal information from our clients. Pros It does help get information from out clients. Cons This software can be complicated at times. Review Source Similar Products Featured