Export to Indio

You can perform the Export to Indio action to begin an Indio submission for a client from several system areas during the application or renewal process. The action exports the client’s basic account information (account name, address, primary contact, and servicing roles) from Applied Epic into Indio. Your organization must have an Indio subscription and you must have a valid Indio login to perform this action. The Applied Epic portion of this workflow is available in either English or French; however, the steps that take place in Indio are only available in English.

Minimum requirements for exported clients

Before performing this action, confirm that the client account you are exporting meets the following minimum requirements:

• The Primary Contact on the client account must have a valid email address. You can update the email address by editing the contact, or you can change the Primary Contact if necessary.
• At least one Servicing Contact must be assigned in Client Detail, because that person will be assigned as the Indio Agent. Also, keep in mind that Servicing Contact/Indio Agent assignments determine the clients you can view in Indio. Make sure that all necessary Servicing Roles are assigned on the account in Applied Epic before exporting to Indio.

If you have specific questions about Indio functionality, refer to the Indio Help Center. If you do not currently use Indio but would like more information about adding it to your organization’s solution portfolio, contact your Applied Sales representative.

Exporting basic client information to Indio

Regardless of where you initiate the Export to Indio action, the workflow is the same, and the system exports the same account information.

1. You can perform the Export to Indio action from the following areas:
• Account Detail
  1. To access Accounts from the Home screen, do one of the following:
  • Click Accounts in the navigation panel
  • Click Areas > Accounts from the menubar
  • Click the Locate button on the options bar
  • Click the down arrow next to Home on the options bar and select Accounts.

  To access Accounts from another area of the program, do one of the following:

  • Click Home > Accounts on the menubar.

  • Click the Locate button on the options bar.

  • Click the down arrow next to Home on the options bar and select Accounts.

  2. Select Client in the Locate Account dropdown menu of the Account Locate screen.

  3. In the Locate by dropdown menu, select the appropriate option.

  Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).

  4. Select the suitable checkbox or checkboxes to the right.

  • Insureds

  • Prospects

  • Active

  • Inactive

  5. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and click Locate or press [Enter].

  6. The list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.

  7. Highlight the client in the Results list and do one of the following:

  • Click the Edit button to the left of the list.

  • Click File > Open on the menubar.

  • Click Account Detail on the navigation panel.

  • Double click the client.

  • Press [Ctrl]+O.

  • Press [Enter].

• Policies list
  1. To access Accounts from the Home screen, do one of the following:
  • Click Accounts in the navigation panel
  • Click Areas > Accounts from the menubar
  • Click the Locate button on the options bar
  • Click the down arrow next to Home on the options bar and select Accounts.

  To access Accounts from another area of the program, do one of the following:

  • Click Home > Accounts on the menubar.

  • Click the Locate button on the options bar.

  • Click the down arrow next to Home on the options bar and select Accounts.

  2. Select Client in the Locate Account dropdown menu of the Account Locate screen.

  3. In the Locate by dropdown menu, select the appropriate option.

  Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).

  4. Select the suitable checkbox or checkboxes to the right.

  • Insureds

  • Prospects

  • Active

  • Inactive

  5. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and click Locate or press [Enter].

  6. The list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.

  7. Highlight the client in the Results list and do one of the following:

  • Click the Edit button to the left of the list.

  • Click File > Open on the menubar.

  • Click Account Detail on the navigation panel.

  • Double click the client.

  • Press [Ctrl]+O.

  • Press [Enter].

  8. Click Policies on the navigation panel or Areas > Policies on the menubar.

• Marketed Policies
  1. To access Accounts from the Home screen, do one of the following:
  • Click Accounts in the navigation panel
  • Click Areas > Accounts from the menubar
  • Click the Locate button on the options bar
  • Click the down arrow next to Home on the options bar and select Accounts.

  To access Accounts from another area of the program, do one of the following:

  • Click Home > Accounts on the menubar.

  • Click the Locate button on the options bar.

  • Click the down arrow next to Home on the options bar and select Accounts.

  2. Select Client in the Locate Account dropdown menu of the Account Locate screen.

  3. In the Locate by dropdown menu, select the appropriate option.

  Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).

  4. Select the suitable checkbox or checkboxes to the right.

  • Insureds

  • Prospects

  • Active

  • Inactive

  5. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and click Locate or press [Enter].

  6. The list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.

  7. Highlight the client in the Results list and do one of the following:

  • Click the Edit button to the left of the list.

  • Click File > Open on the menubar.

  • Click Account Detail on the navigation panel.

  • Double click the client.

  • Press [Ctrl]+O.

  • Press [Enter].

  8. Click Policies on the navigation panel or Areas > Policies on the menubar.

  9. Click Policies – Current/Renewed in the header and select Marketed from the dropdown.

• Renewals Manager
  1. To access the Renewals Manager from the Home screen, do one of the following:
  • Click Renewals Manager on the navigation panel.
  • Click Areas > Renewal Manager on the menubar.
  • Click the down arrow next to Home on the options bar and select Renewals Manager.

  To access the Renewals Manager from another area of the program, do one of the following:

  • Click Home > Renewals Manager on the menubar.

  • Click the down arrow next to Home on the options bar and select Renewals Manager.

2. Click Actions > Export to Indio on the options bar or menubar (from the client’s account or the Policies or Marketed Policies list), or click the Export to Indio button in Renewals Manager.
3. If you are not already logged in to Indio, enter your Indio credentials.
4. Review the following information in the Client Preview window to confirm that it is correct. The screen labels vary, depending on the type of client selected.
• Account/Company Information: The client’s name and address
• Contacts: The name, email address, and phone number for the account’s PRIMARY contact and each additional contact
• Agents: The name and email address of each Servicing Contact assigned to the account

If the Import button (for new accounts) or the Synchronize button (for existing accounts) is disabled, the account may be missing required information. You must update this information before you can continue. Click Cancel to close the Client Preview window, and then make any necessary changes to the account and initiate the Export to Indio action again.

5. To complete the export, click the Import button to add the client account to Indio (if it does not already exist), or click the Synchronize button to update account information for an existing client in Indio.
6. The Client screen displays in Indio with the account information you exported. Review the information and/or begin a new submission.

Changes you make to account information and documents you add to the account in Indio do not copy back to the account in Applied Epic. Manually compare the account information and documents in Epic and Indio periodically to confirm that all information is captured in both locations.

For more information on Indio functionality, refer to the Indio Help Center.