Insurer Connectivity | Read Time: 3 Minutes

The Solution to Streamline Your Commercial Submission Process from Insured to Carrier

January 28, 2021

By: Westin Eehn

Agents have become accustomed to a slow and inefficient submissions process – from gathering information from insureds to delivering and receiving submissions to and from underwriters – resulting in a fragmented communication and technological distribution system.

In fact, on average, agency staff spend 11 hours per account trying to collect the correct submission data and information from insureds.

With valuable time and money on the table, it is time for you to take advantage of technology that can mend this fragmented submission process to improve customer experience, retain and round out accounts, build stronger carrier relationships, provide insureds more competitive quotes, and ultimately grow your agency’s business.

Indio’s Send to Carrier Feature

Indio is the industry leading solution for automating the entire commercial submission process and connecting the commercial submission value chain from insured to carrier. Using the Indio platform, you can manage the commercial submission process within one platform, collect information more quickly and accurately from insureds, integrate with your management system to ensure data is up to date, and send submission applications, data, and documents directly to carriers.

“Indio's software has made the insurance application and renewal process quick and simple for our agency and our clients. Indio allows us to collect client and prospect information and send to our carrier partners all from within the platform, creating a seamless transition. Indio's additional layer of security provides peace of mind to both our agency and clients when transferring data from one party to the other.”
Chelsea Hilgert, CISR
P&C Small Business Account Manager, M3 Insurance

4 Benefits of Using Indio’s Send to Carrier Functionality

  1. Shorten Time to Market: Streamline the commercial submissions process by sending insured data directly to underwriters from within Indio.
  2. Increase Time Savings: Improve your agency’s efficiency by removing the need to chase down information from insureds, rekey data and complete the submission process in multiple platforms.
  3. Improve Client Experience and Increase Retention: Provide a digital, modern application and renewal process by shortening the data capture and submission process.
  4. Reduce E&O Concerns: Pass data digitally between insureds, your management system and underwriters, decreasing the likelihood of inaccurate or out-of-date information being shared.

Getting Started

For current Indio customers, the Send to Carrier functionality is active and ready for you and your agency to begin using today to streamline the submission process. For more info or to learn best practices, visit Indio’s Help Center, watch this demo video or email support@useindio.com.

If you’re interested in becoming a customer, visit our solutions page to learn more about the Send to Carrier feature and to schedule a consultation with a solutions consultant.


Westin Eehn

Westin Eehn leads Indio's agency adoption initiatives. Most recently, he worked directly with agency admins, managers and end-users to leverage the highly anticipated Send to Carrier feature. Westin uses his background in SaaS client services and the entertainment industry to engage and enhance agencies' internal capabilities.