En savoir plus sur Indio

Indio est une solution cloud d'assurance multirisque qui permet de gérer et de rationaliser les processus de demande et de renouvellement d'assurance. La plateforme est dotée d'un générateur de formulaires, qui permet aux entreprises d'afficher des questions conditionnelles pour obtenir des réponses des clients sur des champs spécifiques. Les fonctionnalités clés d'Indio comprennent la création de notes, le remplissage automatisé des données, la signature électronique, l'importation de fichiers et la sécurité des données. Les clients peuvent laisser des notes aux agents sur des questions incertaines ou partager des formulaires avec différents services pour collaborer sur des champs pertinents en ajoutant plusieurs interlocuteurs sur la plateforme. De plus, elle permet aux utilisateurs de télécharger et de stocker tous les documents et fichiers d'assurance dans un référentiel numérique sécurisé. Indio permet aux clients de créer, modifier et gérer des classeurs de planification et de les importer ou de les exporter pour référence ultérieure. La tarification est disponible sur demande et l'assistance est assurée via des services en ligne.
Indio Logiciel - 1
Indio Logiciel - 2
Indio Logiciel - 3
Indio Logiciel - 1 - aperçu
Indio Logiciel - 2 - aperçu
Indio Logiciel - 3 - aperçu

Indio - Prix

Indio n'est pas disponible en version gratuite. La version payante de Indio est disponible à partir de 500,00 $US.

À partir de :
500,00 $US
Version gratuite :
Non
Version d'essai gratuite :
Non

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Indio - Avis

Note globale

4,5
Donnez votre avis !

Évaluation des fonctionnalités

Rapport qualité-prix
4,6
Fonctionnalités
4,3
Simplicité
4,4
Support client
4,6
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Tous les avis sur Indio

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230 avis
Nik
Nik
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
5
Simplicité
4
Support client
5

5,0
Publié le 07/11/2019

ACORD GAME CHANGER

Indio has a support and onboarding team that is excellent. They are always available and willing to help in any way needed. Their onboarding process is great and they will walk you through each step to make sure you are properly setup.

Avantages

Indio makes filling out Acord forms easy and they will take less time. They also have a database of thousands of carrier supplemental forms that are digitized for seamless agent and customer experience.

Inconvénients

The thing I like least about the software is the price. It's pricey but convenient. Make sure before purchasing that it is something you will use often enough to see an ROI.

Wendy
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 30/07/2019

High hopes for this software and our agency

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.

Avantages

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.

Inconvénients

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.

Beverly
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
3
Simplicité
3
Support client
3

3,0
Publié le 01/10/2019

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

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.

Avantages

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.

Inconvénients

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.

Lisa
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 29/10/2019

Indio your one stop shop!

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

Avantages

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.

Inconvénients

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

Ross
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 26/11/2019

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

Avantages

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.

Inconvénients

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

Paula
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
4
Simplicité
4
Support client
5

4,0
Publié le 29/10/2019

Ease of use for Personal Lines

It has been a pretty seamless transfer from our prior product to Indio. I look forward to be able to use Indo for more than E Signature in the future.

Avantages

E Signature makes the presentation more professional in the delivery than other products we'e used.

Inconvénients

Clients have said it is heard for them to log in, in comparison to other products.

Eli
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 29/10/2019

Efficient

Excellent

Avantages

I use Indio for prospecting and it makes the information gathering process so much quicker than it used to be. I’m no longer dealing with clunky PDFs as attachments.

Inconvénients

Something new I have to learn, getting the team to learn it without asking me how to do it.

Mark
Mark
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
4
Simplicité
5
Support client
4

4,0
Publié le 18/12/2018

Superb long game idea!

Avantages

Ability to drag and drop spreadsheets of data is a time saver. Agency manager software import will propel the use and need for this Indio! Company specific apps and supplements are an ever increasing time requirement. This software, with initial time invested, will have long term benefits and resource savings. E & O will be better protected with client involvement and signoffs.

Inconvénients

Couple bugs to be worked out, but the support staff is very interested and willing to hear us out.

Jesse
Jesse
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
5
Simplicité
5
Support client
0

5,0
Publié le 26/11/2019

Very helpful tool

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

Avantages

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

Inconvénients

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

Tyler
Tyler
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
4
Simplicité
5
Support client
5

4,0
Publié le 28/08/2018

Great Product and Still Evolving

Avantages

The ease of use of the platform and as well as the friendly UI. Since this product is still fairly new there are constant updates and enhancements to existing features.

Inconvénients

Some of the workbook features are still pretty green so it's not fully up to speed with what our agency needs. However, it seems that Indio will be up to par with what we need within the next few months or so.

Sissy
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 26/11/2019

Best tool ever for completing and storing applications.

all answered above in my review.

Avantages

The ease of use for our clients has made a significant impact on the percentage of returned and completed applications. Easy to use for both the agents and the clients. Allows them to upload documents to make a more complete submission process. And it great for maintaining everything in a paperless environment. Now that we've used it, I wouldn't be without it.

Inconvénients

Not a thing! The product is great. Easy to use and is a great tool.

Taryn
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
4
Support client
5

4,0
Publié le 26/11/2019

Better than anything else I've seen

Generally I've had a very positive experience with Indio. We use it for our customers and have generally very few complaints, which is extremely positive.

Avantages

Easy to use and set up for customers, application questions are generally laid out nicely, customer support responds quickly and puts in custom applications very quickly (1-3 days usually).

Inconvénients

information doesn't always track over multiple applications so customers end up adding the same information two or three times. It would be nice if questions were connected based on the information, even if it's just names and addresses.

Jacquelyn
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
5
Simplicité
4
Support client
4

5,0
Publié le 29/10/2019

Easy to Use Software

It has been a relatively good experience. The one problem I have is that if we send a Word document, they send it back and request it in PDF form. Most of the time we remember to send it as a PDF, but if we don't, it only takes a few seconds to save the Word document as a PDF. However, Indio spends more time to send it back to us than they would have spent just saving it as a PDF themselves. Perhaps there are some guidelines they are following on this, but it seems a bit odd and to me.

Avantages

I like that it is secure and is relatively easy to use for our clients. It also saves us time with collecting signatures and answers to forms.

Inconvénients

It is a bit confusing when our clients go to sign one of our documents. It is confusing and it can appear that they have completed the document before it was actually signed.

Karla
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 29/10/2019

Amazing Sofware Created

One of my problems is when I was fillings a bunch of apps from our carriers and now with Indio, I just fill the basic app and any other app that I need is almost completed and this save me time.

Avantages

This is an amazing software, they have many futures that I been doing in paper and now everything is in the computer, very simple to understand and save you a lot of time.

I'm sooo happy that we are using the software, we send the information to our costumers and when we received the complete information from our insured, is easy to review any change that our insured made, and the apps are amazing.

Inconvénients

I Like everything, I used most the apps and reminders and everything is amazing.

Christy
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
2
Simplicité
3
Support client
5

4,0
Publié le 29/10/2019

Indio Feedback

The Support Team has been exceptional

Avantages

Having a digital option to replace all of the paper passing, and of course, the one stop resource of all applications, signatures, communications (via link), etc.

Inconvénients

Difficulty implementing pieces of the program, such as the workbook, based on the industry risk we work with and the way the program is designed for tracking/audit capture. (Date/timestamp)

Malinda
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
4
Simplicité
5
Support client
5

5,0
Publié le 26/11/2019

More Ease at Work

Renewal process is so much easier now, the CSR's don't have to wait on the producer's to get the renewal information back.

Avantages

We use the system on our renewal reviews and it is wonderful and easy to use. We send the information to our insured's to fill out, change or add information for their renewal and our clients/insured's love it as well. They think the system is very easy to use, once you can get into it, is what they say.

Inconvénients

Not all of the applications are in the system, but once you send it over to INDIO, they try to put the app in as quickly as possible for you. But that is the down side that I'm seeing, not all the apps or in the system.

Need to find away to get the certificate holder list to pull over.

Evan
  • Secteur d'activité : Cabinets médicaux
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
4
Support client
4

4,0
Publié le 29/10/2019

Indio Review

My experience with trying to get older folks to use this software has been difficult

Avantages

Automatic Reminders and electronic signatures

Inconvénients

the 5 digit code verification that was added. And the inability to assign a contact full access on one application, but limited access on another application in the same indio profile.

Erin
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 29/10/2019

Indio Review

I enjoy using Indio. It's fast, simple, makes my work easier and provides the option for clients to return documents quicker.

Avantages

User friendly especially with clients that aren't tech savvy.

Inconvénients

There was not a lot of training when it was first implemented. Therefore, the first two months was just trail and error.

Janice
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
4
Simplicité
5
Support client
4

4,0
Publié le 19/03/2019

Review for Indio Technologies

I enjoy Indio and will continue to use it for our everyday processing.

Avantages

I enjoy the ease of use and functionality of the software.

Inconvénients

Sometimes our clients are unable to open the link provided when completing the applications. Also it can take awhile for new applications to be digitized.

Shirley
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
3
Support client
5

4,0
Publié le 29/10/2019

Applications

Avantages

The application entry is very easy to use. Just find the company app and start entering

Inconvénients

Need more than one spread sheet. I find that if you want to add another spread sheet you have to take off the one you have and then add more

Melissa
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 19/03/2019

Indio Review

Avantages

it's ease of use for our clients, we have had nothing but great results and comments from clients about this product.

Inconvénients

Schedule Workbook does not have side-by-side, it just overwrites what was existing in last term.

Beth
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 01/10/2019

Loving Indio

Avantages

Indio is very easy to navigate. Our insured are enjoying the ease of completing their applications online in one simpe platform.

Inconvénients

Waiting to get applications built but this area is getting faster

Kimberly
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
4
Simplicité
4
Support client
0

5,0
Publié le 18/02/2020

Newbie In Love

Avantages

This software makes our day to day tasks of sending applications and capturing information from our insured's so much easier and cuts down on the time we have to spend "chasing" clients to respond. Additionally it gives our insured ease of use to sign and return documents, which makes them more likely to do business with us.

Inconvénients

I wish you could send everything as one. For instance I needed 3 documents signed and 1 application completed. I wish there was a way to send one thing to the insured that captured everything needed.

Nicholas
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les mois pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
4
Simplicité
4
Support client
5

4,0
Publié le 27/08/2019

Hope to use it more

Avantages

-It's easy to access applications, and share them with the clients. Information get stored and shared between apps easily
-If an app is missing from the site I appreciate that it can be added in 2 weeks.
-The spreadsheets seem like a great feature, I need to learn more about how to upload the data to applied Epic. I know this feature exists and I predict that would be very useful.
-Comment section on apps is good
-Daily notification of client activity

Inconvénients

-I've noticed a few questions that appear in Indio different than how they appear on the application. In my opinion this should never happen. Indio should always match the app even if the app is confusing; we could use the comment section to help explain.

Sandra
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
5
Simplicité
5
Support client
5

5,0
Publié le 29/10/2019

This is a renewal blesssing!

I had to use a supplemental that was not in the system yet, so I was able to send in a pdf version and within a week or so it was uploaded in the system. I am very happy with the training, ease of use, and response time.

Avantages

Simply being able to export vehicle schedules and selecting what information to include (ex: comp/coll ded't) is amazing. Exporting from AMS is a pain and causes so many extra steps to clean everything up, so this feature is amazing, especially with 100+ units on a policy.

Inconvénients

My only complaint is that we didn't implement this sooner.

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