About XILO
A workflow automation platform for insurance agencies.
XILO is a workflow automation platform designed specifically for the insurance industry, aimed at helping traditional agencies compete with modern InsurTechs. The software focuses on streamlining the quoting process by eliminating manual data entry. It offers customizable digital intake forms that integrate with an extensive list of industry-standard raters, Agency Management Systems (AMS), and CRMs. Key features include sales automation for client follow-ups, customer-facing portals for a modern quoting experience, and analytics to track performance. The platform also supports referral partner workflows. While pricing is not publicly listed and requires a demo, the company emphasizes its role in helping agencies modernize their sales and marketing. The product is a cloud-based web application.
Pros & Cons
- Reduces manual data entry by integrating with numerous raters, AMS, and CRM systems.
- Provides modern, customer-facing quoting experiences to compete with direct writers.
- Offers customizable intake forms to match existing agency workflows.
- Automates client communication and follow-ups through text and email campaigns.
- Supports referral partner workflows with branded lead capture forms.
- Pricing is not publicly available and requires scheduling a demo.
- The platform is highly specialized for the insurance industry, limiting its use for other sectors.
Features
Key features
Streamline data entry with digital forms that can be tailored to an agency's specific intake process and integrate with raters, AMS, and CRMs.
Automate client communication with text and email campaigns triggered by events in the sales process, such as form abandonment or quote readiness.
Provide clients with a modern, self-service portal to request quotes, track quote status, and review policies, similar to direct-to-consumer carriers.
Equip referral partners with branded lead capture forms to streamline the process of receiving and quoting referred business.
Visualize marketing form performance, sales rep productivity, and lead source ROI to identify drop-off points and improve efficiency.
Additional features
Automatically pull data on drivers, vehicles, and properties from third-party sources to reduce manual entry.
Connects with a wide range of insurance raters (e.g., PL Rating, EZLynx Rater) and Agency Management Systems (e.g., Applied Epic, AMS360).
Integrates with popular CRM systems like Salesforce and Microsoft Dynamics 365 to manage customer relationships.
Generate and send proposals to clients automatically as part of the sales workflow.
Pushes data collected from intake forms directly into ACORD forms.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About XILO
A workflow automation platform for insurance agencies.
XILO Details
XILO's In-App Market Place
Does XILO have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD, CAD
Pros & Cons
- Reduces manual data entry by integrating with numerous raters, AMS, and CRM systems.
- Provides modern, customer-facing quoting experiences to compete with direct writers.
- Offers customizable intake forms to match existing agency workflows.
- Automates client communication and follow-ups through text and email campaigns.
- Supports referral partner workflows with branded lead capture forms.
- Pricing is not publicly available and requires scheduling a demo.
- The platform is highly specialized for the insurance industry, limiting its use for other sectors.
XILO's Support Options
XILO's Alternatives
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Callyzer is a SIM-based call monitoring and telecalling management software for sales, marketing, and support…
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