Transforming Broker Workflows in Canada with Epic & Indio

Built for Canadian commercial lines teams, this microlearning series demonstrates how to move from manual processes to a streamlined, integrated workflow. Learn how Epic and Indio work together to reduce rekeying, improve data accuracy, and accelerate collaboration with clients.

Part 1: Indio Overview and Capabilities (0:05)

Part 2: New Integration Solution (March 2026 Release) (2:40)

Part 3: Starting the Workflow Epic to Indio Setup & Data Transfer (5:33)

Part 4: Building & Sending the Client Submission (15:33)

Part 5: The Client Portal (28:12)

Part 6: Sync Back to Epic (43:37)

Content provided by Applied Systems.