Indio

Indio

Indio Technologies
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About

Turn the traditionally cumbersome insurance application into a simple, Turbo-Tax-like experience. Indio simplifies the insurance application process to make it fast, collaborative, and easy, saving you and your client's time and money while minimizing E&O exposure. Stop sending your clients unruly PDF forms and spreadsheets during the insurance application process. Unify the application and renewal data gathering process for your staff and customers, eliminating redundancies in data gathering while ensuring data accuracy.

About

InsurAMS is agency management software for independent insurance agencies, streamlining daily operations. The renewal queue prioritizes policy renewals by urgency, helping prevent missed deadlines. Agents can quickly generate certificates of insurance by auto-filling stored policy data, eliminating manual entry. The platform centralizes client management, providing access to records, policy details, and interaction history. An activity log tracks calls, emails, and notes, while task management links tasks to specific clients and policies. Metrics like total premium and breakdowns by coverage type and carrier offer insights into the book of business. InsurAMS supports CSV import for migrating client and policy data and allows data export to ensure agency ownership. With minimal setup, agencies can start using the system immediately without extensive onboarding.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Insurance industries looking for a modern solution for the insurance application and renewal process

Audience

Independent insurance agencies, solo P&C insurance agents, new insurance agencies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$99/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Indio Technologies
Founded: 2016
United States
www.useindio.com

Company Information

InsurAMS
Founded: 2026
United States
insurams.com

Alternatives

Alternatives

Applied Rater

Applied Rater

Applied Systems
RenewalCompass

RenewalCompass

Regency Software LLC
A1 Tracker

A1 Tracker

A1 Enterprise

Categories

Categories

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Supported
Document Management Supported
Insurance Rating Not Supported
Life & Health Not Supported
Policy Management Not Supported
Property & Casualty Not Supported
Quote Management Not Supported

Integrations

Clarity Wave Supported
Salesforce Supported
Zapier Not Supported

Integrations

Clarity Wave Not Supported
Salesforce Not Supported
Zapier Supported
Claim Indio and update features and information
Claim Indio and update features and information
Claim InsurAMS and update features and information
Claim InsurAMS and update features and information