Indio Integration Setup

Indio is a secure, online platform that synchronizes risk data between Applied Policy Works and Indio Technologies. This integration benefits your commercial lines staff because it streamlines the insurance application process, and allows them to link, import and export data between Indio and Policy Works on-demand, and in real-time.

Before you begin configuring Indio in Administrator, verify the following:

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 solution portfolio, contact your Applied Sales representative.

Configuring Indio Integration

To enable Indio integration, you must have permission to log onto the Policy Works Administrator site.

  1. From the Tools menu, choose Options > General. The Options window displays.
  2. Click the Indio tab and do the following:
    1. Check Enable Indio integration. When checked, the Indio integration button displays on the main toolbar in Policy Works. This is a global setting and is visible to all users.
    2. Enter your Production URL. The Production URL is your agency’s custom domain. If you do not know your agency’s domain, click here.
  3. Click Test.

If the test is successful, click OK to close the Options window. If you are having problems launching the integration, contact Applied user support for help.