Indio Technologies

by Indio Technologies

Who Uses Indio Technologies?

Commercial insurance agencies and brokerages

What Is Indio Technologies?

Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure. The white-labeled platform comes pre-loaded with a library of 10,000+ digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secure document sharing.

Indio Technologies Details

Indio Technologies

https://www.useindio.com

Founded 2016

Support

  • Business Hours
  • Online

Deployment

  • Cloud, SaaS, Web

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
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Indio Technologies pricing overview

Indio Technologies does not have a free version and does not offer a free trial.


Free Version

No

Free Trial

No

Indio Technologies Features

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

View full list of Insurance Agency Software

  • Billing & Invoicing
  • Broker / Agent Portal
  • Claims Management
  • Commission Management
  • Customer Portal
  • Document Management
  • Insurance Rating
  • Marketing Automation
  • Policy Management
  • Quote Management
  • Reinsurance Administration
  • Underwriting Management

View full list of P&C Insurance Software

Indio Technologies Alternatives

More Indio Technologies alternatives

Indio Technologies Reviews

Showing 5 of 225 reviews

Overall
4.5/5
Ease of Use
4.4/5
Customer Service
4.7/5
Features
4.3/5
Value for Money
4.6/5
Jesse G.
Personal Lines Account Executive
Insurance, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 26/11/2019

"Very helpful tool"

Comments: As a new user I love that its helped us be more effective in collecting electronic signatures

Pros: I liked that it makes getting e-signatures on documents very easy

Cons: It can take a couple of times to get used to using it and where to locate certain templates

  • Reviewer Source 
  • Reviewed on 26/11/2019
Wendy V.
Renewal Marketing Specialist
Insurance, 51-200 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 30/07/2019

"High hopes for this software and our agency"

Comments: The Indio product should definitely help us to be more sufficient and consistent on our New Business and Renewal process. I have only been testing Indio for about 2 months and we are getting ready to go "live" with the rest of the agency in the next couple of week. I think once we get through this first year, it will greatly help our agency grow and be able to handle the additional volume.

Pros: We loved all of the applications they already had in the repository, the automatic follow ups to the client for information, almost fully customizable for our agencies needs. Indio is very open to suggestions on things to add/improve.

Cons: The mapping between the applications, some things are not clear cut matches for the same question, just worded differently on the different applications. We are working with Indio to resolve some of these issues.

  • Reviewer Source 
  • Reviewed on 30/07/2019
Beverly G.
Account Mgr.
Insurance, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    3/5
  • Ease of Use
    3/5
  • Features & Functionality
    3/5
  • Customer Support
    3/5
  • Value for Money
    3/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 01/10/2019

"Using Indio for over a year now and I feel it is a very useful tool for most applications"

Comments: My overall experience has been good. I wish when you add a user not included on the AMS 360 side it would stay in the system . But once someone syncs it removes them. But I feel this is the best product on the market and it will get better if they listen to the users.

Pros: I like that it can be pre filled and used the year after year. Most of the applications are already in their library which makes it useful.

Cons: I wish we could upload pdf or word documents that are not in the library immediately in lieu of having to wait for customer service to upload them. I do not like the excel format documents at all. The documents should be user friendly and shared between the insured and agent easier on the document side to update driver schedule, SOVs, etc. Also the accord forms should be user friendly and provide guidance as you fill them out.

  • Reviewer Source 
  • Reviewed on 01/10/2019
Lisa F.
Account Manager
Insurance, 201-500 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 29/10/2019

"Indio your one stop shop!"

Comments: Indio takes care of my clients needs. If I need a quick signature to sending documents, Indio is your one stop shop.

Pros: Indio is the way of the Future. The Software is easy to use, very compatible, and a way of the Future. I Love how Indio keeps you updated on status of work. You get reminder emails of whats going on.

Cons: I really haven't found any Cons at this time.

  • Reviewer Source 
  • Reviewed on 29/10/2019
Ross G.
Account Manager
Insurance, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 26/11/2019

"Intuitive and Easy Interface to Increase Productivity and Reduce E&O Exposures"

Pros: Intuitive functionality and easy to use customer and agent interface. Pleasant look and feel. Automation!!! Saving time and money as well as reducing our risk as an insurance agency for Errors and Omissions claims from incomplete or incorrect applications.

Cons: I haven't quite had enough experience but I am very pleased.

  • Reviewer Source 
  • Reviewed on 26/11/2019