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What's New?
What's New?


WHAT'S NEW?

Read about our latest updates to the Indio product
Written by Sean McLeary
Updated over a week ago


AUGUST 23, 2021

New: Manage Notifications at the Submission Level



Only receive notifications for the submissions you care about.



Agents can now choose to turn off notifications for any given submission, giving
them more control over what notifications they receive. If an agent is assigned
to a submission, they now have the ability to choose whether or not to receive
notification emails about that submission.



Click “Manage Agent Notifications” on any submission to get started.





Click here to read more.

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JULY 26, 2021

New: IVANS Market Appetite inside Indio Submissions



Indio's new integration with IVANS allows agents to explore Market Appetite and
choose carriers with higher interest in underwriting a policy based on industry,
line(s) of business and geographic location(s).



IVANS searches by commercial risk and immediately presents you with a list of
insurers, MGAs and wholesalers with an appetite for your specific risk.



Save time searching, expand your reach, and get the right information from your
clients the first time with IVANS Market Appetite.







Click Here to Read More

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JUNE 28, 2021

New: Adding a Note to a Schedule



Indio now gives agents the ability to add a note to a schedule that will be
prominently displayed to their clients when they go to fill it out.



Help your client fill out a schedule by providing guidance conveniently shown at
the top of the schedule in Indio. It’s easy for agents to add or edit notes on
schedules. Click here to learn more.



New: Enable Smart Reminders by Default



Brokerages can now enable Smart Reminders by default for their agents when
sending submissions to clients. Brokerages can also set the default timing
selection of the Smart Reminders, choosing between High, Moderate, or Low. If
enabled, Agents will be able to uncheck "Sent Smart Reminders" when sending a
submission to a client if they wish, but it will be checked by default.





Please contact your CSM or the Indio Support Team to enable Smart Reminders by
default for your brokerage.



--------------------------------------------------------------------------------




JUNE 7, 2021

New: Marketing analytics now available under the Admin feature: Agent Reports.



With the addition of our Send to Market feature, Indio now has the ability for
Admins to pull a report for not only how many submissions have been created, but
also the details of those submissions.



By clicking the number of Marketing Submissions created, admins can see how many
times submissions were sent to specific carriers, what Line of Business was
requested, and the resulting status of the submission (Quoted, Bound, Declined).



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MAY 31, 2021

New: Customize the timing of your Smart Reminders.



If you check the box labeled "Send smart reminders to client" Indio will send
automated reminders to your users via email, now at the timing you prefer, from
High Frequency to Low Frequency.



The below table outlines the differences between the High, Moderate, and Low
Frequency options.

Days from Due Date

Email Type Sent

High

Moderate

Low

More than 60 Days

"Light Touch" Tone

Every 2 Weeks

Every 3 Weeks

Every 4 Weeks

30-60 Days

"Light Touch" Tone

Every Week

Every Week

Every Week

7-30 Days

"Medium Touch" Tone

Every 3 Days

Every Week

Every Week

Less than 7 Days

"Urgent" Tone

Every Day

Every 3 Days

Every Week

After Due Date

Past Deadline Tone

Every Day

Every 3 Days

Every Week

Learn more about the new smart reminder customization here.



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APRIL 5, 2021

New: Export attachments to Accounts in Epic from Documents tab in Indio

(Available to customers on Epic 2020 MU3 and with SDK license)



Indio now allows exporting attachments from the Documents tab to an Account in
Epic. Now both the systems can maintain a copy of the attachment, without the
agent manually uploading it inside Epic.





--------------------------------------------------------------------------------







This is another step in the path of making the exchange of data between Indio
and Applied Epic automated, more robust, and seamless. Learn more about how this
feature works.





New: Inclusion of policy data import/export in the setup flow

(Available to customers on Epic 2020 MU3 and with two-way SDK license)



Indio has evolved the submission renewal workflow to include the ability to
import policy data directly from Epic while creating the submission. This saves
time and adds convenience by having this updated information right at your
fingertips and in the context of the submission creation.



Click here to learn more about the policy data import/export capability in the
setup flow








MARCH 22, 2021

New: Automatically create an activity in Epic for submissions sent to market
from Indio

(Available to customers on Epic 2021.1 and with SDK license.)



Indio now exports an activity to Epic, each time a submission is sent to market
(using the Send to Market feature). Both Indio and Epic can maintain a record of
the Indio event, without the agent manually updating it inside Epic.






This is another step in the path of making the exchange of data between Indio
and Applied Epic automated, more robust, and seamless. Learn more about how this
feature works.






MARCH 8, 2021

New: Marketing Tracker

New: Send to Carrier is now available for all US customers!



Indio makes it easy to send marketing submissions to the carriers of your
choosing right from within the platform and the Marketing Tracker is where a
record of all of those submissions live.



Navigating into a specific submission on a client account agents will now see
two tabs: One for Data Collection and the other for Marketing. Click on the tab
labeled Marketing. If you have not previously marketed this submission to
carriers through Indio, you will see a screen with just one option, Send to
Market.





Once you have sent a submission to one or more markets through Indio you will
see a list of the carriers you marketed the submission to, sorted
alphabetically.





You can click on a row to expand it and, using the tabs, view details of the
submission, the attachments that were included, and any activity related to that
submission.





You can use the overflow menu to download a copy for your records or send a copy
of the submission to another market.

 * Click here to learn more about the Marketing Tracker

 * Click here to learn more about Send to Carrier

 * Click here to learn more about the Data Collection Tab in Submission




JANUARY 25, 2021

New: Change Summary Screen and Improved Import and Export flow with Epic



(Available to customers on Epic SDK)



We’ve made some improvements to the way data can be moved between Indio and
Epic, such that it makes it easier to use and more transparent so you know what
is going to change before you submit the import or export.



When importing or exporting data between Indio and Epic, you will now see a
summary of the changes and be able to view all the details of the import or
export.







This will help you assure the right data is going to the right place and correct
any errors beforehand. [Learn more about how this works and other improvements
we’ve made to the feature.]



This is part of Indio’s ongoing improvements to the integration with Epic. We
continue to make it easier to keep both systems up to date and eliminate
unnecessary rekeying of data.




JANUARY 11, 2021

New: Support for sending large marketing submissions with Indio's Send to
Carrier



When sending a marketing submission using Indio's Send to Carrier feature, if
the collective size of the attachments exceeds 10MB, Indio now automatically
breaks your submission into multiple emails to ensure that it can be
successfully delivered, regardless of the recipient's email provider. If your
submission exceeds 10MB, you will see a message appear that reads "Due to the
size of this submission it will be delivered using more than one email message."





Each email will have a prefix added in the subject line denoting that it is part
of the same submission, such as "(1 of 2)" and "(2 of 2)". The body of each
email will be the same with the attachments distributed between the multiple
emails.






NOVEMBER 16, 2020

Currently only available to Applied Epic users



Indio makes it easy to send marketing submissions to the carriers of your
choosing right from within the platform. Market your submission in three easy
steps to quickly and efficiently send the same submission to multiple carriers.



How It Works:



1. On the submission tab of a client account, click the Send button for the
submission you want to send and choose to Send to Carriers.




2. On Step 1, add attachments to your submission from the available forms,
schedules, and documents already in Indio, or upload a file to attach from your
computer.





3. On Step 2, select your carrier, add your recipients, and draft an optional
narrative.





If you do not see the carrier you want to send to in the Carrier list, simply
choose "Other" and type in the Carrier's name in the "Carrier Name" field that
appears.





The first time you send a Carrier a submission you will need to manually enter
the Recipient's email address. The next time you send a submission to that
carrier the Recipients field will autofill with the email address(es) you sent
to previously. Click the “x” on the email address to remove any recipients you
don’t want to include in your submission.



Checking the "Send a copy to all assigned agents" box adds all the assigned
agents on the account to BCC so they will receive a copy of the submission.



The "Send me a copy" box is checked by default to ensure you receive a BCC of
the submission for your records. You may uncheck the box if you do not wish to
receive a copy, but we recommend leaving it checked so you have a copy for your
records.



The subject line is auto-filled based on your brokerage name and the client
name, but you can customize it however you wish.



4. Review your submission to confirm everything looks correct before clicking
Send to Carrier.





If you have your Email Signature setup, it will be included in your email. If
you have Email Integration enabled, then the submission email will be sent from
your email address.



5. Click Send to Carrier on the final confirmation modal.





6. Success! You can easily market the submission to another carrier by clicking
the blue Send a Copy to Another Carrier button.





7. Each time you send a marketing submission through Send to Carrier, an
activity will be generated in Indio.








OCTOBER 19, 2020

New: Indio's email integration with Microsoft Office 365, Outlook, Exchange, and
Gmail



Indio’s email integrations with Microsoft Office 365, Outlook, Exchange, and
Gmail, enables you to send emails to your insureds from within the Indio
platform using your business email account.


What this means for your business:

 * Improve trust and credibility with your customers as a result of emails
   coming directly from your business email address and minimizing potential
   “Spam” concerns.

 * Streamline your workflow as all outgoing emails to your insureds sent from
   within Indio will now appear in your Microsoft Office 365, Outlook, Exchange
   or Gmail “Sent” folder.

To learn more, we have put together a Help Center dedicated to information on
Indio's email integrations with Microsoft Office 365, Outlook, Exchange, or
Gmail "Sent" folder.






MAY 18, 2020

New: Alert when a numerical field in form changes by 10%



When using View Changes on a form, you will now see an indicator if a numerical
field has increased or decreased by 10% or more.








MAY 4, 2020

New: Profiles for Agents



Agents can create a profile for themselves in Indio to show their picture,
certifications, and contact information. This will help you bring your face and
brand to the client experience.





Read more about the new Profiles for Agents.



New: Brokerage Profile



The new Brokerage Profile brings better settings for agency branding. Admin
users can manage their brokerage name, website, and logo as they appear on
Indio. Brokerage Profile is found under the Profile Settings menu item.





Read more about the new Brokerage Profile.





APRIL 20, 2020

New: Form Library



We have improved the Form Library so that it's easier for you to search and
preview all of Indio's digitized forms. We have also improved the process of
adding forms to a submission.





Read more about the new Form Library.





APRIL 6, 2020

New: Importing Named Insured Scheduled to Indio



You can now import Named Insured schedules from all three Agency Management
Systems we support with integrations – Epic, AMS 360, and Sagitta.



Read more on schedule import and export functionality




UPDATED: DOCUMENTS VIEW

We made some tweaks to the Documents view of a Client account. This will change
for both agents and clients.



 * Files such as PDFs, Word documents, Excel files, and PowerPoint files have
   icons that make it easier to see quickly what type of file the document is

 * Select multiple documents to download or delete

 * Clicking on a document name shows a preview of the document

 * Delete and Rename functions are now under the overflow ("...") menu








MARCH 9, 2020

Our March release brings new features to make it easier for you to manage
submissions and give you more information in Indio without having to toggle back
to your AMS.




NEW: SUBMISSION LOCKING AND HIDING

 * Agents can now lock a submission to prevent clients from making changes or
   hide a submission entirely from the client portal.

 * Read more about submission locking and hiding




NEW: POLICY HEADERS

 * For brokerages with an AMS integration, agents will see a new Policies
   section in Client Details that shows a read-only view of all the policies
   under that account grouped by active and expired. 

 * Note: This feature requires your agency admin to first configure the line of
   business filter on the integrations settings page. If you have any AMS
   integration and do not see the Policies tab, contact your agency admin.

 * Agents can choose to let clients also view their policy information in the
   client portal by turning on the Client can view policies switch. This is set
   to "off" by default.

 * Read more about policy headers



Updated: New Verification Mode Option



 * A new "on by default" option for Verification Mode gives agencies the ability
   to have verification mode automatically enabled for any form added to a
   submission.

 * This brokerage setting can be adjusted for you by your CSM.

The options available are:



 * OFF: Verification mode defaults to off for all forms added to a submission.

 * ON by default: Verification mode is defaulted to on for any form added to a
   new or renewed submission.

 * ON only for renewal submissions: Verification mode is defaulted to on for any
   form pulled in from a renewed submission. Any forms added to a non-renewal
   submission or added to a renewed submission will default to verification mode
   off.


FORM TOOLBAR CHANGES

 * The Verification toggle for forms was moved from the overflow menu to the
   toolbar to make it more accessible.



 * The Download Attachments function is now in the overflow menu.








FEBRUARY 15, 2020

As a modern software company, we know the value of being responsive to our
customers and updating the product frequently. We currently send out a new
version (a "release") every two weeks. Most of the time these changes are small,
even invisible, but sometimes they're quite significant and can fundamentally
change the way parts of the product work.



We also know that having a tool that you rely on like Indio change so frequently
can have its frustrations. To help mitigate that, we are moving our larger
updates into one release each month. We will still continue to be responsive and
ship smaller updates every two weeks, but we hope a more predictable cadence of
major releases will be less disruptive.



February's release both changes the way some pieces of the application work and
adds a few features many of you have been asking for.




CLIENT LIST REPLACING THE DASHBOARD

 * The dashboard is replaced with a redesigned and improved client list page.

 * Client activities are just a click away and are also redesigned with improved
   readability, grouping by date, and the ability to search and filter the
   activities.




NEW: VIEWING CHANGES TO A FORM

 * See how a form has changed from the beginning of the submission (or last
   year) and when your client submits it.

 * To access this feature, click the View Form Changes button in the toolbar of
   any form screen:



 * Read more about how View Form Changes works.


NEW: MULTIPLE DOCUMENTS IN E-SIGNATURE!

 * Finally, you can add more than one document when sending a signature request
   to your clients. Probably the most requested feature on the platform!


NEW: CSR24 CERTIFICATE HOLDERS SCHEDULE IMPORT

 * We've add a special schedule mapped specifically to CSR24 certificate holders
   lists.


CLIENT DETAILS SCREEN IMPROVEMENTS

 * There are many small tweaks throughout the application to clean up the user
   interface and make it easier to use. Some features you use may have moved on
   the screen but otherwise the experience is the same.

 * The biggest change is to the flow to create a new client in Indio. This will
   now walk a user through the process rather than having all steps on one
   screen.


OTHER FIXES AND IMPROVEMENTS

 * Check back here on Tuesday for a list of other small changes we'll fit into
   the release.

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