Indio Technologies

Indio Clients API

Logical grouping (modeled, not publicly documented) for the client/insured records a submission is created against. Client data is synchronized bi-directionally with the Applied Epic agency management system and with Policy Works via Applied Systems integrations rather than an open Indio REST API. The closest documented programmatic surface is the Applied Epic SDK, which reads and writes agency data used to populate Indio.

GitHub

Documentation

📖
Documentation
https://help.useindio.com/en/

SDKs

📦
SDK
https://help.appliedsystems.com/Help/EpicSDK/2021.2/html/8292f241-9ab2-43f7-ab2f-25fc3843128b.htm

API entry from apis.yml

apis.yml Raw ↑ 
aid: indio-tech:indio-tech-clients-api
name: Indio Clients API
tags:
- Clients
- Insureds
- CRM
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
humanURL: https://help.useindio.com/en/
endpointsModeled: true
properties:
- url: https://help.useindio.com/en/
  type: Documentation
- url: https://help.appliedsystems.com/Help/EpicSDK/2021.2/html/8292f241-9ab2-43f7-ab2f-25fc3843128b.htm
  type: SDK
description: Logical grouping (modeled, not publicly documented) for the client/insured records a submission
  is created against. Client data is synchronized bi-directionally with the Applied Epic agency management
  system and with Policy Works via Applied Systems integrations rather than an open Indio REST API. The
  closest documented programmatic surface is the Applied Epic SDK, which reads and writes agency data
  used to populate Indio.