Indio (Applied Collaboration Portal) alternatives
Considering Indio (Applied Collaboration Portal)? Skip it if you're not on Applied Epic, or most of your intake is personal lines where clients won't fill in long applications. Here's how the other ranked submission automation tools compare.
RankToolBest forOur take
1RelayOursPersonal · CommercialAgencies on any AMS quoting across carrier portalsReads client documents, fills in carrier portals, and prepares quotes, ACORDs and proposals.Review →3Canopy ConnectPersonal auto · Home · CommercialPersonal lines agencies collecting prior coveragePulls verified policy data fast; it collects data, not full apps.Review →4InsurGridPersonal auto · Home · UmbrellaSmall agencies wanting dec pages and ACORDs cheaply$99/month all-in; thin public proof beyond vendor claims.Review →5Instafill.aiGeneral liability · Commercial auto · Commercial propertyAgencies filling ACORD PDFs from mixed documentsFills many ACORDs from any source; no AMS sync, generic tool.Review →Ours Relay is built by the team behind Agency Tech Guide. How we rank our own product