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Indio
INDIO
Incompatible Browser Please download a more modern browser to view this webpage. We suggest Google Chrome. © 2018INDIO HELP CENTER
AGENT - Applied Integrations. All About the Integrations Indio has with Applied Products. J +3. 19 articles in this collection. Written by Ajita Mishra, Adam, Jason Edwards and 3 others. ELECTRONIC SIGNATURE AGREEMENT WHEN AGENCIES SHOULD STORE DOCUMENTS In this episode of The Digital Broker podcast, Steve and Ryan discuss document management and what accounts for so much of its complexities. They provide solutions for your agency, including what you should and shouldn't store, how long to store documents, and how carriers can COMPENSATION STRUCTURES: PAYING FAIRLY This Digital Broker podcast examines compensation structures and how they impact insurance agency operations. Listen to learn how the structure makes or breaks an agency, what a typical structure looks like, and how increasing or decreasing commission points incentivizesdifferent behavior.
INDIO
Log in to E.B. Cohen | Insurance & Risk Management. Email Address.Continue
VALUE FROM THE CUSTOMER'S POINT OF VIEW In this episode of The Digital Broker Podcast the hosts explore how insurance agencies can define and understand value from the customer's point of view. They also discuss how to determine what your customers consider valuable in the absence of a universal definition of value.Listen now.
THE ROLE OF HR IN AN INSURANCE AGENCY The Digital Broker Podcast hosts speak with Michelle Trueblood, the Chief Human Resources Officer of The Horton Group, about how the role of Human Resources has developed at insurance agencies and current and future issues that HR professionals will need to address in the industry. Listen now. DIGITAL FORMS FOR INSURANCE SUBMISSIONS & APPLICATIONS Stop sending your clients unruly PDF forms and spreadsheets during the insurance application process. Unify the application and renewal data gathering process for your staff and customers, eliminating redundancies in data gathering while ensuring data accuracy. The team at Indio has been absolutely wonderful to work with! INDIO SUPPLEMENTALS, RENEWALS AND MORE Indio. Stop sending your clients unruly PDF forms and spreadsheets during the insurance application and renewal process. Unify the data gathering process so your customers stop answering the same questions twice while ensuring data accuracy. Leveraging the industry’s largest library of more than 10,000 applications and insurance forms,Indio
INDIO
Incompatible Browser Please download a more modern browser to view this webpage. We suggest Google Chrome. © 2018INDIO HELP CENTER
AGENT - Applied Integrations. All About the Integrations Indio has with Applied Products. J +3. 19 articles in this collection. Written by Ajita Mishra, Adam, Jason Edwards and 3 others. ELECTRONIC SIGNATURE AGREEMENT WHEN AGENCIES SHOULD STORE DOCUMENTS In this episode of The Digital Broker podcast, Steve and Ryan discuss document management and what accounts for so much of its complexities. They provide solutions for your agency, including what you should and shouldn't store, how long to store documents, and how carriers can COMPENSATION STRUCTURES: PAYING FAIRLY This Digital Broker podcast examines compensation structures and how they impact insurance agency operations. Listen to learn how the structure makes or breaks an agency, what a typical structure looks like, and how increasing or decreasing commission points incentivizesdifferent behavior.
INDIO
Log in to E.B. Cohen | Insurance & Risk Management. Email Address.Continue
VALUE FROM THE CUSTOMER'S POINT OF VIEW In this episode of The Digital Broker Podcast the hosts explore how insurance agencies can define and understand value from the customer's point of view. They also discuss how to determine what your customers consider valuable in the absence of a universal definition of value.Listen now.
THE ROLE OF HR IN AN INSURANCE AGENCY The Digital Broker Podcast hosts speak with Michelle Trueblood, the Chief Human Resources Officer of The Horton Group, about how the role of Human Resources has developed at insurance agencies and current and future issues that HR professionals will need to address in the industry. Listen now. INDIO SUPPLEMENTALS, RENEWALS AND MORE Indio. Stop sending your clients unruly PDF forms and spreadsheets during the insurance application and renewal process. Unify the data gathering process so your customers stop answering the same questions twice while ensuring data accuracy. Leveraging the industry’s largest library of more than 10,000 applications and insurance forms,Indio
ABOUT US | INDIO TECHNOLOGIES Our mission is to power the global business of insurance through innovative, cloud-based software. Year founded: 2015. Headquarters: San Francisco. Employees: 75 and growing. Who We Are. Indio, a division of Applied Systems, is the leading provider of cloud-based insurance application and renewal software that automates thecommercial lines
INDIO HELP CENTER
AGENT - Applied Integrations. All About the Integrations Indio has with Applied Products. J +3. 19 articles in this collection. Written by Ajita Mishra, Adam, Jason Edwards and 3 others.WHAT'S NEW?
April 5, 2021. New: Export attachments to Accounts in Epic from Documents tab in Indio. ( Available to customers on Epic 2020 MU3 and with SDK license) Indio now allows exporting attachments from the Documents tab to an Account in Epic. Now both the systems can maintain a copy of the attachment, without the agent manually uploading itinside Epic.
TECHNOLOGY WILL IMPROVE COMMUNICATION According to McKinsey, the average professional spends almost 2.5 hours a day reading and responding to emails—28% of the entire work week. Email is an important part of your job but unfortunately, the more time spent communicating via email, the harder you’re making it THE PERFECT INSURANCE RENEWAL PROCESS Melissa Wilder joins The Digital Broker Podcast to discuss the perfect renewal process of an insurance agency, what every stage of the renewal process looks like, when it ought to begin, who ought to take the lead on it, and at what stage(s) the renewal process typically falls apart. Listen now. EFFICIENT APPLICATION & RENEWAL PROCESS 3 Ways Automation Can Make Your Insurance Application & Renewal Process More Efficient More than a decade ago, insurance agencies looking for a better way to manage their internal operations began moving away from the cornerstone of industry operations for centuries: paper. With the spread of computers and broadband internet connections, agencies began envisioning a VALUE FROM THE CUSTOMER'S POINT OF VIEW In this episode of The Digital Broker Podcast the hosts explore how insurance agencies can define and understand value from the customer's point of view. They also discuss how to determine what your customers consider valuable in the absence of a universal definition of value.Listen now.
INDIO
Enter your email and we’ll help you find your agency’s insuranceportal.
MARKETING TRACKER IN SUBMISSIONS 1. Navigate into a specific submission on a client account then click on the tab labeled Marketing. If you have not previously marketed this submission to carriers through Indio, you will see a screen with just one option, Send to Market. 2. Once you have sent the submission to one or more markets through Indio you will see a list of the State of Insurance Renewals Annual Report: New research on the application and renewal processRead Now
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THE MODERN SOLUTION FOR THE INSURANCE APPLICATION AND RENEWAL PROCESS Turn the traditionally cumbersome insurance application into a simple, Turbo-Tax like experience. Indio simplifies the insurance application process to make it fast, collaborative, and easy, saving you and your clients’ time and money while minimizing E&O exposure.Get Started
DIGITIZE THE APPLICATION PROCESS TO RENEW AND WIN NEW BUSINESS Stop sending your clients unruly PDF forms and spreadsheets during the insurance application process. Unify the application and renewal data gathering process for your staff and customers, eliminating redundancies in data gathering while ensuring data accuracy.*
> The team at Indio has been absolutely wonderful to work with! > They’ve helped us streamline the application process across our > agency and helped us win more business.LYNNE WALLACE
President & CEO
Vantreo
*
> When sending supplemental applications to our customers, it would > take between three and four weeks to get that information back. > Using Indio, we receive that information back in three or four days.JUSTIN BARNAKY
Business Insurance Practice LeaderBouchard Insurance
*
> We had one client that we start the renewal process 6 months out > because we know it's going to take so long for them to get their > information together. With Indio, we were able to cut the client's > renewal process in half.CHRISTINA KELLEY
COO
Gregory & Appel Insurance*
> I literally can’t take Indio away at this point. Between our > employees and our clients, if we ever rolled the platform back, it > would be one of the worst decisions we ever made.SHERISA CREVIER
VP of Agency Operations Parker, Smith & Feek, Inc.*
> Our clients frequently bring up how much they love the new digital > applications. Our Producers and Account Executives can now focus > more on their expertise.BRENT RINECK
CIO
ABD Insurance
*
> The team at Indio has been absolutely wonderful to work with! > They’ve helped us streamline the application process across our > agency and helped us win more business.LYNNE WALLACE
President & CEO
Vantreo
*
> When sending supplemental applications to our customers, it would > take between three and four weeks to get that information back. > Using Indio, we receive that information back in three or four days.JUSTIN BARNAKY
Business Insurance Practice LeaderBouchard Insurance
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WEBINAR
Commercial lines represent a growing insurance segment where agencies can specialize and differentiate their businesses. Watch this on-demand webinar to discover new opportunities to provide a digital commercial lines application process today.Watch Now
NEWS & PRESS
*
THE HANOVER INSURANCE GROUP SELECTS IVANS SUBMISSIONSOctober 21, 2020
Leading insurer to automate submissions management via IVANS network -------------------------*
APPLIED SYSTEMS AND INDIO HONORED WITH AWARDS IN BEST IN BIZ AWARDS2020 INTERNATIONAL
September 30, 2020
Awards recognize company innovation and success across industriesworldwide
-------------------------*
PURVES REDMOND SELECTS APPLIED TO AUTOMATE COMMERCIAL LINESSeptember 29, 2020
Leading Canadian brokerage firm to utilize a fully digital and collaborative platform for applications and renewals ------------------------- View All Press Releases > Indio will enable SmartInsured to bring the application and renewal > process into the digital age.Mike Furlong
CEO
Indio Technologies
WE'RE ENTERING A NEW ERA OF HOW INSURANCE IS DELIVERED. IS YOUR AGENCYREADY?
It’s 2020 and customers expect an insurance experience that’s both uniquely personal and easily accessible. THE LIST OF LEADING U.S. INSURANCE AGENCIES AND BROKERAGES USING INDIO'S PLATFORM IS GROWING EVERY DAY START USING INDIO TODAY Find out why agents everywhere are talking about Indio.Get Started
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