Catalyit Platinum Provider Since 2022 | Last Updated June 2024
The manual, paper-heavy commercial lines process is time-consuming and frustrating for both your customers and your team. Turn the traditionally cumbersome insurance application into a simple, Turbo-Tax like experience with our industry leading application and submissions management platform. Indio uses “smart” form technology to streamline the insurance form data gathering process and to digitally submit the application with a single click. Simplify the insurance application process to make it faster, more collaborative, easier, and minimize errors and omissions. It will save you and your clients time and money.
Features & Quick Stats
Core Business: Digital, collaborative software platform that streamlines the insurance application and submissions process.
How Indio Helps Independent Agents/Brokers: Indio is an application and submissions management platform that enables a Turbo-tax like experience to streamline the insurance form data gathering process and to digitally manage and sign submissions directly to insurers with a single click. The solution is focused on (1) Collaborative Submissions Management, (2) Open and Integrated Technology Strategy, and (3) Intuitive and Simple User Experience
Integrations: Applied Epic and other AMS’s
Certifications/Awards: Indio just won a Gold Award in the Insurance Solution category of the 2022 American Business Awards
Key Features:
- Send Insurers/Underwriters Submission Packets
- eSignature
- Extensive Application Library
- Intelligent Activity Tracking
- Collaborative Environment
- Renewal Verification
- Bi-Directional Integration with Applied Epic
- Schedule Workbooks
Videos:
Website: appliedsystems.com
Contact: [email protected]
Headquarters: University Park, IL
Area of Operations: All 50 States
Family of Products
Catalyit Team Review
Digital App System with 2-Way Epic Integration and 20,000+ Digital Forms
Published: November 28, 2023 | Updated: July 19, 2024
What we like:
- Easy and secure data collection from clients – no more emailing large spreadsheets with PII
- Integration with Epic reduces duplicate entry
- Digital completion of custom and supplemental forms
- Create your agency-specific data collection forms
- Automatic reminders to your clients that they have tasks to perform
Things to consider:
- The first year requires more effort and manual work – it’s worth it!
- Agency-specific data forms should be designed for ease of use for both the client and the agency – formatting matters.
- Client experience is not necessarily mobile-friendly; the best experience is on a PC.
- Personal Lines integration is limited – it was designed for use with commercial clients.
| Yes/No | Top Features |
|---|---|
| Support digital ACORD form applications? | |
| Support digital supplemental applications? | |
| Capture client data from CRM and/or AMS? | |
| Audit capability? | |
| Mobile responsive forms? | |
| Show required and optional forms based on state, line of business? | |
| Ability to publish interactive forms to agency website? | |
| Ability to combine multiple forms into single form? |
Summary:
Indio is a platform that streamlines the insurance application and renewal process by using smart form technology to simplify data gathering and digital submissions. Indio allows improved communication and data collection with clients when you need to exchange large amounts of sensitive information. Updating vehicle, driver, and property schedules is vastly improved over older processes, such as emailing spreadsheets back and forth and keeping up with which version is the most current.
Key Features:
- Extensive library of company and broker-specific supplemental and coverage-specific applications
- Submit any company/broker form for digitization by Indio, and it is added to the library for everyone. Agency-specific forms are specific to your agency.
Indio takes the burden off your shoulders with its extensive library of company and broker-specific supplemental forms. These forms are already digitized and ready for you to use and share with your clients. No more waiting for the underwriter to forward you their specific form, just check the library to see if it exists. If you find a form that doesn’t exist in Indio’s library, you simply submit it to them for digitization and they will take it from there.
Final Thoughts:
Indio is your key to a smoother and more efficient application and renewal process. Once you build the application/renewal package for your client, Indio will automatically remind the client that tasks are still required. This feature, along with the ability to communicate directly in the application package with questions and answers, saves you valuable time.
While the first time you use Indio with an existing client requires considerable effort, user feedback indicates that the second and subsequent years’ effort is dramatically reduced, and the client experience is significantly improved. We expect that future improvements to the integration between Indio and Epic will further improve the experience for both agency and client.
* Unbiased review based upon information and insights available.
Indio Product FAQ
We work hard to deliver practical, innovative solutions that give you choice and flexibility, that create greater intelligence to help you become more competitive, and that help you become a simpler, easier business partner for your clients.
Company Name
Applied Systems
Product Name
Indio
Do you include Document Management?
Yes
Do you include Audit Capability?
Yes
Do you have a mobile app?
No
Do you provide permission levels by agency role?
Yes
Do you include a follow-up system?
No
Are you able to email applications?
Yes
Do you support digital ACORD form applications?
Yes
How many ACORD forms do you provide?
300
Do you include all Certificate Forms?
Yes
Do you include all Binder forms?
Yes
Do you support digital supplemental applications?
Yes
How many supplemental applications are in your library?
20000
Can you create custom applications/forms?
Yes
Are your forms formatted for both desktop and mobile use?
Yes
Can you show required forms and optional forms based on state and line of business?
Yes
Are you able to combine multiple forms into a single form?
Yes
Are you able to publish interactive forms to an agency website?
Yes
What other forms can be included?
Any of the ACORD forms can be included. We add them based on customer needs and usage.
Are you able to capture client data from a CRM and/or AMS?
Yes
Please list all CRM and/or AMS integrations:
We can integrate with AMS’s
Do you provide self-service certificate management through an agency client portal?
Yes
Remarks:
Done through our customer facing CSR24
Is there capability to export data from forms?
Yes
Is there capability to import data into forms (vehicle schedules, etc.)?
Yes
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