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Indio Networks Indio Connect

Indio Connect is a secure collaboration platform that bridges brokers and carriers in real time. It offers shared workspaces, instant messaging, task assignment, and submission tracking. With simplified communication, document sharing, and notifications, brokers and carriers can accelerate underwriting, reduce miscommunication, and improve submission efficiency.

 

 

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Indio Connect is designed for seamless and transparent collaboration between insurance brokers and carriers. It enhances workflows with real-time capabilities and improves communication from submission to policy issuance. Here’s a detailed overview of its features:

Shared Collaboration Workspaces:
Brokers and carriers operate within a unified portal—viewing the same documents, messages, tasks, and deadlines in context.

Real-Time Instant Messaging & Notifications:
Built-in chat, comment threads, and alert systems keep stakeholders connected, eliminating siloed emails.

Task & Deadline Management:
Assign tasks directly on a workspace—request info, flag missing docs, set due dates—and auto-notify when tasks are complete or delayed.

Submission Status Tracking:
Transparent indicators show where a submission is in the process—Completed, In Review, Pending Info, or Issued—reducing status calls and emails.

Document Versioning & Audit Trail:
All document revisions are captured with a full audit trail, including version history, timestamped activity, and user annotations.
Untitled design 2025 07 08t171747. 516 1 Indio Networks Indio Connect