Using Indio Integration

Indio is a secure, online platform that synchronizes risk data between Applied Policy Works and Indio Technologies. The on-demand flow of risk data between Policy Works and Indio minimizes double-entry and maximizes the commercial lines workflow between your client, their insurers, and your brokerage.

Indio Integration allows you to do the following:

• Link to Indio: Opens Indio in your web browser, locates the same client you had open in Policy Works, and brings you to the client Submissions screen.
• Import from Indio: If changes were made to a submission or renewal form in Indio, you can import those changes into Policy Works.
• Export to Indio: If changes are made to a submission or renewal in Policy Works, you can export those changes into Indio. You can also add a new client or add a new submission to Indio if one does not already exist.

There are no buttons or links on the Indio platform to access Policy Works; all integration activities take place in Policy Works. The transfer of risk data, however, is bi-directional, meaning you can import data from Indio into Policy Works, or export data from Policy Works to Indio. You cannot import from Indio into Policy Works in a finalized policy or transaction.

Note that Indio integration is currently only available in English.

Before You Begin

Your Indio Administrator is responsible for setting up your broker portal and user profiles.

1. From Policy Works, access the Tools menu and select Options. The Options screen displays.
2. Click the Indio tab and do the following:
1. Enter your User ID. Your User ID is the email address used to create your Indio profile.
2. Enter your Password. This is the same password used to log into Indio.
3. Click Test.
4. If the test is successful, click OK to close the Options screen. If you experience issues verifying your User ID and Password, contact your Indio Administrator to reset your password.

What Risk Data is Linked?

The majority of COPE (Construction, Occupancy, Protection, Exposure) risk data is exchanged between Policy Works and Indio. This data is accessible on the following Policy Works screens in P&C Survey, P&C Issue, and P&C Issue for Lloyd’s:

• Underwriting Details: Client address and contact information, IBC code, annual gross receipts, payroll, claims, and brokerage information.
• Locations: Fire protection, town grade, and inspection details.
• Risks: Building construction details such as roof, walls, floors, renovations, total building area, and building type.

Review the complete list of risk data on the digitized Policy Works questionnaire. To locate the questionnaire, do the following:

1. Start Indio and open the Form Library.
2. Enter Policy Works Standard P&C Commercial Questionnaire in the Search all forms area. Click the questionnaire to open it.
3. Scroll through the questionnaire in preview mode or click Download to open a PDF copy.
4. Click Close to exit the questionnaire.

It is recommended to add the questionnaire to your Form Library Favorites in Indio for quick access.

Export to Indio

You can perform the Export to Indio action to begin an Indio submission or renewal for a client from any open Policy Works transaction. The action exports the client’s basic account details (account name, address, and contact details), plus any risk data entered in Underwriting Details, Locations, and Risks from Policy Works.

Verify the client account you are exporting meets the following minimum requirements:

• The Underwriting Details > Brokerage tab has a producer or marketer assigned. That person should also be the Assigned Agent on the account in Indio.
• The Underwriting Details > Client tab has a name, account number, and address.
• The Underwriting Details > Contacts tab must include one contact with their first name, last name, phone number and email address.

As with the Import from Indio action, all risk data exchanged is processed using the Policy Works Standard P&C Commercial Questionnaire, the use of which is mandatory for this functionality.

1. In Policy Works, open the client or prospect whose risk data you want to export to Indio.
2. Click the Indio button on the toolbar and select Export to Indio from the dropdown menu.
3. The select Indio Submission window displays. Do one of the following:
• If a link does not exist, click Add New Account.
• If a link exists, select an existing renewal or submission from the list and click OK, or click Add New Submission.
4. The select Add Indio Form window displays. Select Policy Works Standard P&C Commercial Questionnaire and click OK. A popup window displays with the message Export to Indio is finished. Click OK.
5. Click the Indio button on the toolbar and select Link to Indio from the dropdown menu.
6. The Indio platform opens on the client’s Submissions screen. Click the Data Collection tab to see the exported questionnaire.

If you have specific questions about Indio functionality, refer to the Indio Help Center.

Import from Indio

Before you can import risk data, you must complete the Policy Works Standard P&C Commercial Questionnaire located in the Indio Form Library.

1. Open your client file in Indio and complete or update the Policy Works Standard P&C Commercial Questionnaire.
2. In Policy Works, open the client or prospect whose risk data you want to import from Indio.
3. Click the Indio button on the toolbar and select Import from Indio from the dropdown menu.
4. The Indio Submission window displays. Select the renewal or submission you want to import and click OK. A popup window displays with the message Import from Indio is finished. Click OK.

Note: If the Indio Submission window is blank, no questionnaires are available for import. You must complete the Policy Works Standard P&C Commercial Questionnaire in Indio.

IMPORTANT: All imported risk data will override data that already existed in Policy Works. For example, if you have $1,000,000.00 in annual gross receipts in Policy Works and $850,000.00 in Indio, the annual gross receipts in Policy Works will automatically be updated to $850,000.00.

Link to Indio

If a client already exists in Policy Works and in Indio, you can quickly link between the two accounts using the Link to Indio action.

1. In Policy Works, open a client or prospect that already exists in Indio. The transaction can be finalized or unfinalized.
2. Click the Indio button on the toolbar and select Link to Indio from the dropdown menu.
3. The Indio Submissions screen for that client or prospect opens in your web browser.

Note that all linking between Policy Works and Indio takes place within Policy Works exclusively: there is no integration functionality for Policy Works on the Indio platform.