The modern solution for the insurance application and renewal process
Indio™ turns the traditionally cumbersome insurance application into a simple, Turbo-Tax like experience. Indio “smart” form technology digitally enhances insurance forms and applications, making the application and renewal experience fast, simple, and easy, saving you and your clients’ time and money while minimizing E&O exposure.

Why Digitize Your Application and Renewal Experience?​

Increase Efficiency and Time Savings – Reduce keystrokes and time wasted by agents and customers when navigating separate individual applications.
Keep Your Customers Happy and Renewing  - Create a simpler application experience by reducing the total number of questions your customers are required to answer and provide them a faster application and renewal process.
Minimize E&O Exposure – Eliminate duplicate data entry and reduce the opportunity for inaccurate data and Errors & Omissions exposure.
Win New Business – Arm Producers with a simplified application process for their customers and prospects, making it easier to generate cross-sell opportunities, round out accounts, increase customer retention and referrals.

How A “Smart Form’ Works

Automapping - With “smart” forms, answers to similar questions auto-map from one form to another, alleviating the need for you and your clients to rekey the same information repeatedly.
Customizable Forms - The “smart” forms come with customizable technology, allowing you to hide or mark specific questions required within an application, making the experience personalized and simpler for your customers.
Conditional Questions - “Smart” forms come with pre-built conditional questions, which means a question answered “Yes,” will have follow up questions appear, while a question answered “No”, will not have additional questions appear.

A Modern Technology Platform to Future-Proof Your Business

Bank-Grade Security - All customer data is protected using AES-256 encryption behind SSL with regular security audits. View Indio’s full security report at www.useindio.com.
Cloud-Based Platform – Indio is built of Amazon’s AWS cloud to provide the maximum reliability and scalability. Indio’s always-on platform integrates with your AMS to ensure that data is always kept up to date.
Data Standardization - The intake engine takes client data from uploaded spreadsheets, supplemental forms, or AMS exports, sanitizes the data and then stores it in a clean structured format where you and your clients can easily access it.

Find out why agents everywhere are talking about Indio.
(425) 448-9190​
8561 154th Ave NE
Suite 250
Redmond, WA 98052​
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