How Indio's Custom Forms Simplifies Insurance Workflows

On-Demand Webinar


How Indio Custom Forms Will Take Your Agency To The Digital Age

Each year, agencies collect an abundance of data and information from clients and prospects. This data is collected in various ways - from adobe .pdfs to paper notes brought back from producers lunch meetings. The byproduct of this unstructured, fragmented data is an inefficient process that costs agencies hours of work while impacting the client experience.

By leveraging Indio’s custom agency forms, you can streamline your data collection process, save employees hours of time, and significantly improve the experience for your insureds.

In this on-demand webinar, we will show you how agencies are using Indio to create custom forms and take their agency into the digital age.

  • Loss Run Letters
  • Custom Intake Forms
  • No Known Loss Letters
  • Broker of Record Letters
  • Custom Claim Forms
  • Custom Business Questionnaires

See why thousands of brokers trust Indio every day.

Register now for this On-Demand Webinar

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