In an age where technology is changing the way consumers buy products; insurance agents cannot be middleman anymore, facilitating quotes. They need to add more value to the services they offer to their customers. They need to deliver a modern digital experience, which is the crucial factor for an agency’s success in the increasingly competitive insurance industry. However, as the agents still follow the antiquated process of collecting critical customer data through unruly PDF forms, spreadsheets, and emails, the customer often spends hours doing insurance paperwork, some of which involves providing the same information on multiple forms. Also, the agents need to review the forms and get back to the customers with any questions or comments – which mean that customers probably have to spend yet more time either fixing errors or clarifying answers. This is where San Francisco-based Indio Technologies makes a difference by offering a white-labeled platform that comes armed with 2,500+ digitally enhanced "smart" insurance forms, an auto-populated proposal tool, full e-signature solution, and secure document sharing. “We want agents to win more business and spend less time on redundant operational tasks,” says Michael Furlong, Founder and CEO, Indio Technologies.

Agents can send an easy, secure, sign-on link for customers to log into the platform and fill out the selected forms. The intelligent forms automatically map data across all policy applications, so the customer has not to answer any given question more than once. The platform also checks for accuracy of answers, making it less likely that the customer will leave out some crucial piece of information and have to come back to the same form again. Also, agents can upload existing schedule lists from Excel, and the platform will directly turn them into interactive online workbooks.