For Brokers

Indio

Digitize the insurance application and renewal process

Stop sending your clients unruly PDF forms and spreadsheets during the insurance application process. Unify the application and renewal data gathering process, eliminating redundancies in data gathering while ensuring data accuracy. Indio simplifies the insurance application process to make it faster, more collaborative, easier, and minimize errors and omissions, saving brokerages and their clients’ time and money.

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Key Benefits

Increase efficiency and time savings

Eliminate duplicate data entry and time wasted navigating separate individual applications.

Drive greater customer satisfaction

Simplify the application response process by automating the data population across multiple insurer applications, eliminating unnecessary duplicate data entry for customers while reducing errors & omissions risk.

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Win and retain more business

Arm producers with a simplified application process for customers and prospects to complete so they can more quickly generate cross-sell/round out accounts and increase customer retention.  

Key Capabilities

  • Extensive application library

    Access the vast library of more than 7500 insurance applications, including common forms, supplemental insurer applications, custom brokerage applications and questionnaires to create a single data capture process and simplified data mapping to automate application completion for brokerages.

  • Track client application process

    Intelligent activity tracking provides brokerages visibility into when clients sign in, fill out information, sign forms, and submit data.

  • Renewal automation

    One-click to start the renewal process with relevant data pre-filled from the previous year’s application.

  • Control form appearance

    Customize the forms you send to a client by requiring and hiding any part of the form before they see it.

  • Smart change tracking

    Stop digging through hundreds of spreadsheet rows to find information that the client changed. Indio intelligently shows you what’s changed from year to year so you don't have to search for it.

  • Import schedule workbooks

    Upload existing schedule workbooks and Indio will instantly turn them into interactive online tables of schedule data.

  • Applied Policy Works Integration

    Bi-directional integration now enables you to export or import collaborative front office and back office data with to the consumer while leveraging connectivity in Applied Policy Works. This invaluable shortcut provides a seamless front-office workflow and reducing duplicative data entry between commercial applications.

Ready to Learn More?

Applied is ready to provide your business with the advanced insurance software and solutions you need to succeed in the insurance ecosystem.