{"best_for":["Insurance Agencies","Insurance Brokers","Insurance Carriers"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/xilo","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/xilo.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-049.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: xilo (https://aitoolsforbusiness.ai/xilo)"},"features":["Customizable Intake Forms: Digital forms for agents and customers that can be tailored to specific sales processes and integrated into Raters and AMS.","Client Quote Portals: Customer-facing portals where clients can track quote status, review quotes, and submit documents.","Third-Party Data Enrichment: Pulls data on properties, drivers, and vehicles to pre-fill forms and may reduce manual questioning.","Sales Automation: Workflow builder to send automated emails and texts based on triggers such as form completion or status changes.","Referral Lead Capture: Branded lead capture forms that can be embedded on partner websites to track and process referral leads.","Performance Analytics: Dashboards designed to monitor form conversion rates, lead sources, and agent performance."],"freshness_status":"fresh","name":"xilo","pricing_note":"Pricing was not clearly available from the provided evidence. A free trial is mentioned; buyers should confirm current pricing on the vendor website.","pricing_url":null,"primary_category":"Other","profile_last_verified":"2026-06-05T13:18:41.073Z","secondary_categories":[],"short_description":"XILO is a workflow automation platform for insurance agencies that integrates with raters, AMS, and CRMs to support the reduction of manual data entry during quoting.","slug":"xilo","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/xilo","use_cases":["Reducing Quote Data Entry: Using digital intake forms to capture client data and syncing it into Raters and Agency Management Systems.","Managing Referral Partner Leads: Providing branded lead capture forms to referral partners to support a faster quoting process for shared clients.","Client Quote Tracking: Providing customers with a portal to review their quotes and upload documents for underwriting.","Automating Follow-Ups: Setting up automated touchpoints for clients who have abandoned a form or are unresponsive."],"website_url":"https://xilo.io/"}