Indio

by Applied Systems

Who Uses Indio?

Commercial insurance agencies and brokerages

What Is Indio?

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 Details

Applied Systems

http://www.appliedsystems.com/

Founded 2016

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Indio pricing overview

Indio does not have a free version.


Starting Price

Not provided by vendor

Pricing Details

Contact Indio Technologies for pricing details.

Free Version

No

Indio deployment and support

Support

  • Email/Help Desk
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Indio Features

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Calendar Management
  • Claims Management
  • Client Management
  • Client Portal
  • Commission Calculations
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customisable Branding
  • Customisable Forms
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Document Management
  • Document Storage
  • Document Templates
  • Email Management
  • Email Marketing
  • Forms Management
  • Insurance Policy Management
  • Insurance Rating
  • Invoice Management
  • Lead Management
  • Life & Health
  • Monitoring
  • Pipeline Management
  • Policy Management
  • Property & Casualty
  • Quotes/Estimates
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Risk Assessment
  • SSL Security
  • Search/Filter
  • Self Service Portal
  • Status Tracking
  • Task Management
  • Third Party Integrations
  • User Management
  • Workflow Management

View full list of Insurance Software

  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Audit Trail
  • Billing & Invoicing
  • Broker / Agent Portal
  • Campaign Management
  • Case Management
  • Claims Management
  • Client Portal
  • Commission Management
  • Configurable Workflow
  • Contact Management
  • Customer Database
  • Customer Portal
  • Customisable Branding
  • Customisable Forms
  • Customizable Reports
  • Data Import/Export
  • Data Storage Management
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Electronic Payments
  • Email Management
  • Forms Management
  • General Ledger
  • Insurance Rating
  • Marketing Automation
  • Partner Portal
  • Policy Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reinsurance Administration
  • Reminders
  • Reporting & Statistics
  • Risk Assessment
  • Sales Reports
  • Secure Login
  • Self Service Portal
  • Task Management
  • Third Party Integrations
  • Underwriting Management
  • User Management
  • Workflow Management

View full list of P&C Insurance Software

Indio Alternatives

More Indio alternatives

Indio Reviews

Read all reviews

Overall rating

4.5/5

Average score

Ease of Use 4.4
Customer Service 4.6
Features 4.3
Value for Money 4.6

Review software

Share your experiences with other software buyers.

Write a Review!
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
Tim D.
President
Insurance, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    3 /5
  • Customer Support
    1 /5
  • Value for Money
    3 /5
  • Likelihood to Recommend
    4/10
  • Reviewer Source 
  • Reviewed on 16/12/2020

"Poor Customer Support"

Comments: The poor service does not make us want to keep the product, may look for another solution

Pros: Ability to have numerous supplemental applications online and remind clients of due dates

Cons: 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. Another example of tech companies ignoring their customers

  • Reviewer Source 
  • Reviewed on 16/12/2020
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