Indio

Indio

July 2024

Activities in Applied Epic

Eliminate the need to check multiple systems or manually replicate the Activities log from Indio into Applied Epic. By documenting agent and client actions in Indio within the notes of an Applied Epic Activity, it keeps track of the status of activities and reduces duplicate data entry.

Applied CSR24

September 2024

Streamlined Certificate Holder Management

We know managing updates to certificate holder lists during renewals is time-consuming and manual. With a seamless, connected workflow between Applied CSR24 and Indio, you can:

• Make it easier for your insureds to provide updated certificate holder information via an Indio schedule during renewals based on the current list managed in Applied CSR24.

• Reduce time and costs spent generating unnecessary insurance certificates due to outdated certificate holder lists.

• Limit Errors and Omissions (E&O) risk by easily collecting and reviewing certification holder details through Indio, then automatically updating data back in Applied CSR24 to keep lists accurate and up to date.

Indio

May 2024

Renewal Report

Optimize your speed-to-market by analyzing the number of days spent processing policy renewals to identify and address bottlenecks in current workflows.

Indio

December 2023

Email History Reports

Maintain visibility into system performance and easily identify issues that need to be resolved through a centralized console. Additionally, you can obtain detailed application usage metrics and comprehensive audit trails on key activities like reminders, send-to-client, and send-to-carrier.

Indio

December 2023

Form Templates

Save time and ensure consistency across the agency by pre-configuring application customizations using form templates. Increase your speed to market by eliminating time spent on repetitive set-up with the ability to easily access templates through a central library.

Indio

October 2023

Bulk Send to Market

Increase productivity by submitting to as many as 30 markets simultaneously via email. You can also maintain consistent data across systems by creating an individual activity for each of the markets in both Epic and Indio.

Indio

May 2023

New Customizable Radio Buttons

Enhance your customized forms in Indio with the addition of radio button options.

Indio

April 2023

Customized Disclaimers

Customize the e-mail disclaimers sent from Indio on a per-agent basis with this new feature.

Indio

March 2023

E-Sign Workbooks

Ensure workbooks get reviewed for completeness with the ability to set signature requirements on workbooks.

Indio

February 2023

Required Columns in Workbooks

Get more complete information from clients with the ability to mark specific columns as required in workbooks.