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:
- You have an Indio license, and know your agency’s domain. Your
agency’s domain is unique to your brokerage and allows you to log
into the Indio portal. To find your agency’s domain, click
here.
- Users have their profiles setup in Indio that includes a username
and password.
- Your IT Department or System Administrator has installed Policy
Works 2021 or higher (on-premises or Policy Works Cloud), and you
have a license for the P&C Survey Module.
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.
- From the Tools menu, choose
Options >
General. The Options
window displays.
- Click the Indio tab and
do the following:
- 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.
- Enter your
Production URL. The Production
URL is your agency’s custom domain. If you do not know
your agency’s domain, click here.
- 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.