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What is XILO and how does it function? XILO is a sales and quote automation platform designed for independent insurance agencies. It eliminates the need for manual data entry and helps agencies streamline their processes. The software automatically fills in client information and automates follow-ups. It integrates with various systems like Raters, Acord forms, AMS’s, CRMs, and more. The platform includes a dashboard for monitoring agent productivity and managing client pipelines. Insurance agencies can provide a customized quoting experience using XILO’s forms, which can be embedded on their website for an enhanced online experience. The software also offers real-time integration with external portals such as WordPress, Quote Rush, Salesforce, Vertafore, HawkSoft, QQCatalyst, Estated, and others. XILO provides a comprehensive set of tools for managing insurance, allowing agencies to deliver a comprehensive experience to their clients.

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XILO Pricing Model

Quotation Based

XILO Screenshots

XILO Screenshots

Features

Workflow Management, Call Monitoring, Content Management, Lead Scoring

Technical Details

  • SupportOnline
  • Customer TypeLarge Enterprises Medium Business Small Business
  • APINA
  • Location / Phone NumberSan Diego, California
  • DeploymentSaaS/Web/Cloud
  • Official Website https://www.xilo.io/
  • CategorySales Engagement Software

Author

Picture of David Bond

David Bond

Senior editor

David is a well-known advocate for the implementation of cloud-based solutions and automation tools for small businesses. He strongly believes that this technology solutions for small businesses and startups are the thing that provide true edge on the market. He writes primarily about project management and sales software.