Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Macaw AMS Reviews & Ratings
    5 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Guardz Reviews & Ratings
    56 Ratings
    Company Website
  • Cloud Claims Reviews & Ratings
    11 Ratings
    Company Website
  • Quaeris Reviews & Ratings
    6 Ratings
    Company Website
  • Service Center Reviews & Ratings
    79 Ratings
    Company Website
  • Incredable Reviews & Ratings
    9 Ratings
    Company Website
  • EASA Reviews & Ratings
    18 Ratings
    Company Website
  • Elation Health Reviews & Ratings
    81 Ratings
    Company Website
  • Dronedesk Reviews & Ratings
    344 Ratings
    Company Website

What is Indio?

Revolutionize the typically intricate insurance application process by adopting a seamless approach akin to TurboTax. Indio transforms the insurance application experience into an efficient, cooperative, and user-friendly journey that saves valuable time and reduces costs for both you and your clients, all while minimizing the potential for errors and omissions. Eliminate the burden of confusing PDF forms and spreadsheets that hinder the application process; instead, unify data collection for applications and renewals, creating advantages for your team and your clients alike. This method not only eradicates redundant data collection but also ensures the accuracy and reliability of the information collected. By embracing this innovative system, you ultimately create a more streamlined experience that enhances satisfaction for all parties involved, fostering stronger relationships and smoother transactions.

What is COREFIN Insurance Software?

COREFIN Insurance & Broker provides a customized management solution based on Microsoft Dynamics 365, which enables insurance firms and brokers to manage their full range of operations while gaining an in-depth understanding of their clientele. This cutting-edge platform combines both flexibility and scalability with an easy-to-use interface, allowing insurance businesses to efficiently streamline their operations and assess their performance indicators. Designed for optimal control, it empowers users to independently establish new products and services without the need for IT assistance. Furthermore, it facilitates the real-time definition of business processes and procedures, ensuring compliance with set standards throughout all operations. Automated workflows enhance every aspect of the process, ensuring that employees consistently follow company protocols. In addition, all actions and data are consolidated in a singular repository, making it straightforward to retrieve and analyze information within the CoreFin Insurance Core System. This approach significantly boosts users' capacity for informed decision-making and enhances overall operational efficiency. The system’s robust analytics capabilities also provide insights that can drive strategic initiatives within the organization.

Media

Media

Integrations Supported

Clarity Wave
Microsoft Dynamics 365
Salesforce

Integrations Supported

Clarity Wave
Microsoft Dynamics 365
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Indio Technologies

Date Founded

2016

Company Location

United States

Company Website

www.useindio.com

Company Facts

Organization Name

Corefin

Date Founded

2008

Company Location

United Kingdom

Company Website

www.core-fin.com/crm-insurance-software.html

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Popular Alternatives

Popular Alternatives

Applied Rater Reviews & Ratings

Applied Rater

Applied Systems
IMPACT Insure Reviews & Ratings

IMPACT Insure

RiskFree