How Indio's Custom Forms Will Simplify Your Insurance Workflows

In this webinar, you will learn how Indio's custom forms:

Streamlines your data collection process, saves agency staff hours of time, and improves your customer's experience
Can turn any of your agency's PDF and paper forms into digitally enhanced "smart" forms
Can be used for Loss Run Letters, No Known Loss Letters, Custom Intake Forms, Broker of Record Letters, Custom Claim Forms, Business Questionnaires, and more

The list of leading U.S. insurance agencies and brokerages
using Indio's platform is growing every day

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 Leader
Bouchard 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

Learn Why Agencies Use Indio To Service Over 300,000 Businesses Clients