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.

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.