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Tous les avis sur Indio Appliquer les filtres
- Secteur d'activité : Assurance
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Appears to be very useful and streamlines workflows
So far it has been good.
Avantages
Renewal Data retained and forward filling the next year applications.
Inconvénients
We are still relatively new to the production therefore I can't think of one right now.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 10 000+ employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Making Renewals easier
It has made my job easier and the client's are using it.
Avantages
The clients find the software easy to use.
Inconvénients
I wish it would show full data instead of just a few fields when inputting data.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Helpful
It overall is saving tons of time
Avantages
It simplifies the application process and makes my life easier
Inconvénients
Not easy to use at first. As technology is advancing, i should of used a tutorial
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Software without glitches or hassles!
The renewal process can be a very in-depth and disruptive process for our insureds. Indio makes it much easier for the clients, and presents them with a professional looking, easy to follow format for all of our carrier applications and data.
Avantages
Web based, no down time to our operations to get started with it, no glitches or interruptions when we launched the product. It does everything it says and makes the data gathering process much easier for our insureds.
Inconvénients
There are minor functionality items I would like to see added, that we have suggested to the Indio Team.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Excellent
Avantages
I like how simple it is to use. It's always great to be able to chat with someone in case of a question or problem.
Inconvénients
I like the new changes. It's easier to find.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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Provenance de l'avis
Expedites data collection
Using Indio, maximizes my time spent with each client.
Avantages
The way it expedites the process in collecting client information.
Inconvénients
The time it takes to get a form added to the library.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant Essai gratuit
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Provenance de l'avis
Making Life Easier for Insurance Agents
So far it has been very good.
Avantages
It is very simple to use. Easy to drag and drop PDF's.
Inconvénients
Not enough options for signing - example no specific option for initial's
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Excited to Use
Avantages
The ease of pulling information and being notified by the customer
Inconvénients
The time it takes to upload new applications to use in the system for future use.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Indio Review
It is making the renewal process a lot smoother. What I have been struggling with is in many of the application there are date fields and I am finding that Indio either doesn't like the date fields on applications as I was getting kicked out so I stopped entering in the date.
Avantages
I love the ease of doing business. I find this user friendly to use.
Inconvénients
The date field issue I am having so I stopped adding in the dates in certain applications. I wouldn't say that it the least thing I like about this software. Its the only criticism I can provide at this time.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Easy to Use
Avantages
It is easy to use. Everything is right there for you and help is always available.
Inconvénients
So far, there haven't been any issues with this software.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Great program
Avantages
Ease of use and fast integration at out agency.
Inconvénients
Customer control over the forms and features! They always try and add more explanations
- Secteur d'activité : Assurance
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Easy To Use
Avantages
The thing that I like most about the Indio Software; it is easy to use
Inconvénients
it doesn't connect to the current Agency Management system used
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Tina's Review
I really like the software, some updates are needed. The most effective change would be to have the ability to move submissions by cutting and pasting in the event you created the application/submission in the wrong month/year.
Avantages
The ease of marketing new business and the ability for my insured to fill out the applications.
Inconvénients
I cannot upload a document and attach the sign here boxes.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Get Indio now, if you haven' yet
Avantages
The entire document sharing process with clients, as well as, the forms library has really cut a lot of what I do in half - time wise. I love that with the document sharing, its in real time and not an over-night activity. Seeing my clients, individually, the way Indio shows them really helps to see how far along we are in the renewal process.
Inconvénients
There's nothing I really like "least' about Indio, its just getting more clients to coming around to using it that is a challenge.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Easy to Use
More and more people want to do things digitally but the insurance industry is falling behind that trend. This product allows us to digitally complete and deliver documents in a professional manner that is easy for our clients to use.
Avantages
Our goal is to remain relevant in our ever changing world. Technology is moving fast and the insurance industry needs to keep up. We feel this product will help us do just that.
Inconvénients
We are still new to using this software, so I don't feel we have enough experience with it yet to determine any cons.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 1 001–5 000 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Indio for insurance
Avantages
Easy for clients to use and is a true value add.
Inconvénients
It's difficult at times to find the applications that you are looking for.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
GREAT SOFTWARE
Avantages
This software is super easy to use, and it saves a-ton of time.
Inconvénients
Sometimes the software lags, and it jumps box in excel mode.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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Provenance de l'avis
Indio user
Avantages
I like being able to import schedules from EPIC
Inconvénients
I wish that the schedules imported would include additional interests
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Easy to use
I like having digitial signature software avaialbe to use for our clients.
Avantages
Ease of use, I was able to our a finance agreement for our insured to sign
Inconvénients
Our agency has not purchased the additional feature of using our clients, we have to load each client into the system
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les mois pendant 6 à 12 mois
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Provenance de l'avis
Ease of Doing Business
Working to be more efficient, Indio has helped us target pain points and deliver on ways to be more successful in our marketing practices. Customer Service and Implementation teams have been wonderful with training and support.
Avantages
Allows people to be more efficient with targeted needs of completing forms and applications. Also allows for customization of internal products which is very helpful as well.
Inconvénients
As with anything, there could always be improvements, but they will not know until you start using it yourself.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Easy
Avantages
Once I figured out what I needed it's very easy to use.
Inconvénients
So many options it can be overwhelming where to start
- Secteur d'activité : Assurance
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Outstanding product!
Avantages
Ease of use and simplified carrier communication.
Inconvénients
Not being able to alter a submission after sending out.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Great Product and Support
The experience with Indio has been wonderful. From the sales team to the implementation team they have been so easy to work with and genuinely helpful.
By selecting Indio we are making it so much easier to communicate with our clients on upcoming renewals. It streamlines our processes with supplemental apps and is a one stop shop for getting signatures.
Avantages
I liked the integration with our AMS system.
Inconvénients
We had quite a few forms missing that needed to be digitized, but if that is the worst thing, it's not really all that bad!
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Awesome
Avantages
Ease of use for both our firm & our clients
Inconvénients
frequency of reminders tends to frustrate Clients
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les mois pendant plus d'un an
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Provenance de l'avis
Great Product
I am very glad we are using this system.
Avantages
The program is easy to use and makes going paperless much easier. We are very happy with all the supplemental applications and questionnaires that are in the system.
Inconvénients
I don't have any complaints yet. It has been a smooth transition using this product.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les mois pendant 6 à 12 mois
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Provenance de l'avis
Indio Review
Avantages
The ease of use, how all the forms are uploaded to the platform and the signature boxes are already set to the right locations. Very time saving.
Inconvénients
I don't like how there is not an option to send any indio system emails through my email. Majority of the time clients either do not trust the email or it ends up going straight to junk mail. I usually have to send them a separate email letting them know to expect it.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
First impressions
Their document library is missing a lot of supplements for our specific line of business. Need to beef up and expedite that process.
Avantages
Very user friendly and intuitive program.
Inconvénients
Indio's process for getting applications and supplements converted into their system is extremely slow. Slow to the point that we can't work with approximately half of our clients but have already signed the contract. We are hamstrung and in a waiting pattern.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Good Platform but Tweaks Needed
This is a good platform but nearly every time I try to use it, I run into an issue I must either seek Indio assistance or I don't have a certain permission.
Avantages
The ease of use and power from the client's standpoint since the data carries over in the following year's application
Inconvénients
I'm unable to locate applications that were removed by Indio or have not been uploaded to Indio yet. I was unable to favorite applications for several months.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
New Employee, Great Product
Avantages
I love that we have the opportunity to easily fill out applications and get updated information from clients. Our clients do not have to print out the PDF and hand fill, but can easily do this process online.
Inconvénients
I wish clients could see the application as they worked through the questions. It would be much easier to fill out the application than having to toggle between the questions and the pdf.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
user friendly
The clients are actually responding to me much quicker and more efficiently.
Avantages
Indio is pretty easy to use and figure out. Helps me save time and the clients must like it because they are responding pretty quickly.
Inconvénients
I have not used it for a long time so I'm sure there are features that I'm not tapping into. I wish the system would be more descriptive as to what each option actually does or can be used for.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 5 001–10 000 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Brown & Brown
Training went well and just getting used to the new product. It is very handy.
Avantages
Ease of use and training was explained well
Inconvénients
Have not used it enough to have a least as of this time.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Amazing product
I've had nothing but good experiences with Indio. It's been so easy. I haven't gotten to merge it into AMS 360 yet though and that would be beneficial.
Avantages
It makes applications so much easier to get all the information entered in.
Inconvénients
We leave a lot of things blank so going through all of it is pretty tedious. I would like options to choose what we need to enter. Some applications don't need a whole lot.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé toutes les semaines pendant Essai gratuit
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Provenance de l'avis
Great Program
Avantages
I like the ease of use for both customers and myself. I have received a ton of feedback from customers using the product noting how much easier it is to use than the traditional insurance renewal method.
Inconvénients
The only issue I have is the time it takes to make an application ready for use on the platform. 21 days is not always always feasible with our time frame.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé Autre pendant 1 à 5 mois
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Provenance de l'avis
Indio
Good - clients who have tried it seem to like it.
Avantages
I like the ease of business and ease access for clients.
Inconvénients
If you update a named insureds or website on one of the supplements it changes the info on all of the supplements & when there are two of the same coverage types, they merge & skew the data. The only way I know of to get around this is setting up multiple accounts which is inconvenient to the agent.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
New to me
Avantages
The ease of keeping renewal information up-to-date and having a one stop place for my Insureds. It's good to know that the Insured will only have to use this one program instead of having to try track every bit of information individually.
Inconvénients
I believe there could be more integration for industry leading software. A little more optimization as well.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les mois pendant plus d'un an
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Provenance de l'avis
Indio Progression
With the use of Indio, the customer gets their applications completed, signed and returned much faster.
Avantages
Ease of use. I find Indio very user friendly.
Inconvénients
Would love to see a drop down for my customers under my User ID.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé Autre pendant 1 à 5 mois
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Provenance de l'avis
Pretty Simple
I like the availability to my co-workers documents. If they are unavailable, I am able to step right in an assist our clients.
Avantages
I just starting using Indio. My client had not issues with signing the document and returning it. I also like the status emails.
Inconvénients
I have not run into a issue yet. It would be nice if it was accessible from our EPIC program.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Indio Accords Made Simple
We use to have to fill in all accords to send out to different carriers for quotes. Now Indio fills them in for us. We click and print. This frees up a lot of time. Thanks Indio!
Avantages
Indio saves time filling out accords over and over. It stores the info which makes it fast and easy to get accords.
Inconvénients
I haven't come across any cons yet but we just started using it.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Love it!
Avantages
In my previous department, we moved to electronic signatures, and it was such a time saver! Our clients were able to get back to us in a more expeditious manner. I'm delighted that my current department moved to electronic signatures as well!
Inconvénients
No cons at this time. I think the software is great!
- Secteur d'activité : Assurance
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Love this software!
Indio makes it easier for us to request applications from our clients, and makes it easier for them to complete them. It also helps us stay on track with our deadlines because the process is easier for our clients.
Avantages
It is easy to use, and a very efficient way to work with our clients!
Inconvénients
It's taking me a little bit to get my bearings!
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les mois pendant plus d'un an
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Provenance de l'avis
Great Choice
Avantages
Ease of setting up clients, searching forms, sending/receiving documentation
Inconvénients
Notification not always going to the correct person
- Secteur d'activité : Assurance
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les mois pendant 6 à 12 mois
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Provenance de l'avis
Indio Technologies
The customer service team at Indio is very helpful!
Avantages
I like that this software is easier to use for us and our clients than what we were doing before. We are able to get completed apps and updates so much faster!
Inconvénients
There are still some hiccups in trying to get certain clients to use the system.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Indio Review
It has given us the ability to utilize a single platform to group together a multitude of tasks. It allows us to see progression of client based tasks without having to stop to call a client for status.
Avantages
It is very user friendly and compatible with our existing workflows
Inconvénients
So far - no issues with the software - it works great
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Ease of use for renewals
Avantages
Making everything more stream lined year by year is very helpful in the renewal process. I like the features, look forward to learning and using Indio more!
Inconvénients
Nothing so far, that I have seen the online live session was helpful to see the features and use of the software.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Indio Experience
I'm a very new user but overall, I have liked the it when I've been able to use it.
Avantages
The ease of use for the customer to enter their information in the applications once we send it to them.
Inconvénients
We have a few applications that are not in Indio yet and it takes quite a while to get those uploaded
- Secteur d'activité : Assurance
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Indio Review
Avantages
I like the fact that we can upload a PDF copy of a prior year's application - that we can hide certain sections of an application; and that we can designate certain questions as having to be answered
Inconvénients
some portions seem redundant; have to be answered more than once
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Review Indio
I think it is a good program. Customers Service is very helpful. Bugs to work out but it seems they are looking to do so.
Avantages
I think the program has some neat features which will be helpful in communicating with our customers.
Inconvénients
The process of trying to link worksheets from Epic into Indio.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Great Tool!
Avantages
Its seamless, very easy to use between agency and clients.
Inconvénients
There actually is nothing yet that I dislike.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Digitize Applications
Great system to have and to use, a great asset to anyone
Avantages
It was helpful and saved us time an money with sending applications and forms by mail. A real time saver.
Inconvénients
Not too much to say bad about the system it was very easy to use, easy to access and great to have available
- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Smart
Avantages
Secure central location for agent and clients to work on completing documents; and that we have a copy of prior year form as a reference.
Inconvénients
Training our clients to use this feature, its something new and not everyone wants to do things online.
