Indio

What is Indio?

Indio is a comprehensive, cloud-based platform that streamlines the commercial insurance application and renewal process for agents, brokers, and agencies. The solution digitizes the entire workflow, from intake of client information to form completion and document submission. Indio's robust features include a pre-loaded library of over 10,000 digitally optimized insurance forms, an integrated e-signature tool, and secure document sharing capabilities, enabling a seamless, fully digital customer experience. The platform also offers an activity tracking module that sends real-time alerts to agents when clients engage with the application, allowing for proactive management of the process. By automating and simplifying these critical insurance tasks, Indio helps agencies save time, reduce errors, and minimize E&O exposure

Highlights

• Pre-loaded library of 10,000+ digitally enhanced insurance forms and applications
• Integrated e-signature solution for streamlined document signing
• Secure document sharing functionality
• Activity tracking and alert system for client engagement monitoring
• Fully digital, cloud-based platform for the insurance application and renewal process