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Michael Furlong, Founder & CEOAgents 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. With the platform's Intelligent Activity Tracking and Renewal Verification technology, agents get an alert notification when customers sign in, complete information, sign forms, or submit data.
Explaining how Indio streamlines agents' process, Furlong states that the software gives agents digital “smart” forms to easily capture customer information in a centralized online location. The data captured is stored in a clean, structured format that both agents and customers can easily access. This enables the agents to offer a modern and online experience for customers concerning the application and renewal process. Once the data is collected from customers using Indio’s “smart” digital forms, it can then be repopulated back into the carrier’s original PDF. The customer data can then also be used to auto-generate professionally designed agency branded proposals.
Delivered through Amazon’s AWS cloud, the Indio’s software platform is practically more secured than banking applications as it provides maximum reliability and scalability. The firm benefits from AWS’s cryptographic erasure processes so that repurposing storage does not end in exposing private customer data. “Everything is encrypted on our side, using industry best practices with AES-256. We also have a third party that tries to hack our system time-to-time, and then it produces a report telling us where the vulnerabilities are, and where we need to improve,” mentions Furlong.
Moving to a digital application process won't just help you and your agency—it will save your customers a huge amount of time, making automation a tremendous customer attraction and retention tool
Furlong says that Indio in the future will continue to improve the insurance customer experience. He adds that they will continue to upgrade and configure the company’s platform according to market trends, empowering insurance agents to deliver a fully digital experience to their customers. Indio is focused on leveraging the newest and most intelligent software to transform agents’ workflows into delightful experiences for them as well as their customers.
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Company
Indio Technologies
Headquarters
San Francisco, CA
Management
Michael Furlong, Founder & CEO
Description
The modern solution for the application and renewal process is offered by a San Francisco based company Indio Technologies. Indio Technologies simplifies the insurance application process for brokers and their clients. They make it fast, easy, and E&O free, saving your agency time and money. Indio focuses on leveraging intelligent software to transform workflows into delightful experiences for customers. The white-labeled platform comes pre-loaded with a library of 5,000+ digitally enhanced smart insurance forms and applications, a full e-signature solution, and secures document sharing. To date, brokers, big and small, use Indio to service more than 300,000 business clients
