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Indio - Easy Insurance Forms for Brokers


Allows insurance brokers to to attach insurance applications from Indio's library to an email

This add-in is built for subscribers of's insurance workflow management software.

Indio makes it easy for insurance brokers to send applications to their clients. Sign in with your Indio account and you’ll be able to easily attach a link into emails that allows clients to access the insurance forms you select.

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.