AI TOOL PROFILE
XILO Review: Insurance Quoting Workflow Automation
- Other
- Insurance Quoting
- Insurance Agencies
- Insurance Brokers
- Insurance Carriers
Pricing
Pricing was not clearly available from the provided evidence. A free trial is mentioned; buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Insurance Agencies, Insurance Brokers, Insurance Carriers
- Key use cases
- Reducing Quote Data Entry, Managing Referral Partner Leads, Client Quote Tracking, Automating Follow-Ups
- Integrations
- PL Rating, AMS360, Applied Epic, EZLynx, QuoteRUSH
- Official website
- Visit xilo official website
How AI is used
XILO is a workflow automation platform designed for the insurance industry. It provides customizable intake forms and customer-facing portals that allow clients to submit information digitally, which the software then syncs with agency tools.
The platform is designed for insurance agencies, brokers, and carriers. It supports the quoting workflow by capturing lead data and using third-party data enrichment to help reduce the number of questions agents need to ask customers.
Beyond data entry, the tool includes features for lead capture from referral partners and automated touchpoints to follow up with clients. It also provides a portal where clients may track the status of their quotes and upload required underwriting documents.
Buyers should confirm which specific Raters, AMS, or CRM systems they use to ensure the necessary integrations are supported, as the platform's functionality relies on its ability to move data between these systems.
Key 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.
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.
Integrations
- PL Rating
- AMS360
- Applied Epic
- EZLynx
- QuoteRUSH
- HawkSoft
- Salesforce
- Zapier
- Sagitta
- QQ Catalyst
- Novidea
- TurboRater
- IBQ Rater
- Tarmika
- Dynamics 365
- Agency Zoom
- Keap
- Pipedrive
FAQ
Does XILO integrate with my Agency Management System (AMS)?
- XILO integrates with several AMS platforms, including AMS360, Applied Epic, EZLynx, and HawkSoft.
Can the intake forms be customized?
- Yes, XILO supports the customization of both agent-facing intake forms and customer-facing quote request forms.
Is there a free trial available for XILO?
- Yes, the provided evidence indicates that a free trial is available.
Does XILO provide real-time quotes to clients?
- XILO can return a real-time quote if the agency has the necessary relationships with carriers or rating platforms, as XILO does not provide its own carrier partnerships.
Source category: Other
Source subcategory: Insurance Quoting
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