Overview
What is XILO?
XILO is a Workflow Automation Platform designed to streamline the personal lines quoting process for insurance agencies, carriers, and Managing General Agents (MGAs). According to the vendor, this solution is specifically tailored for insurance agents, brokers, carriers, MGAs, and independent agencies,...
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Product Details
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- Tech Details
What is XILO?
XILO is a Workflow Automation Platform designed to streamline the personal lines quoting process for insurance agencies, carriers, and Managing General Agents (MGAs). According to the vendor, this solution is specifically tailored for insurance agents, brokers, carriers, MGAs, and independent agencies, providing them with tools to automate and enhance their workflow.
Key Features
Streamline Quotes: According to the vendor, XILO aims to reduce data entry and streamline the personal lines quoting process by automating data extraction from client conversations, integrating with popular insurance raters, AMS, CRM, and ACORD forms, and pulling data on autos and properties within each intake application.
Modern Customer Experiences: The vendor claims that XILO can increase conversions by providing customer-facing portals that are competitive to leading insurance companies, customizing digital intake forms to match current intake processes, and embedding branded customer experiences on partner websites for direct quoting.
Faster Quote Returns: According to the vendor, XILO helps win more business by returning quotes faster to referral partners through lead capture forms that pull third-party data, processing quotes faster by embedding customer experiences on partner websites, and tracking all leads coming from each source.
Automated Touch Points: According to the vendor, XILO can assist in closing more clients by automating touch points tailored to the quoting process, automating texts and emails to clients based on specific triggers, focusing agents on more productive tasks by automating client communication, and sending reminders to clients who abandon forms or are unresponsive.
Enhanced Customer Experience: The vendor states that XILO can increase sales by providing a portal that keeps clients engaged throughout the process, automatically sending clients a portal to keep them updated on quote status, collecting additional questions and documents for underwriting through the portal, and finalizing policies by providing a seamless experience for clients.
Real-time Analytics: According to the vendor, XILO offers real-time analytics to increase productivity by managing drop-off and visualizing performance, assessing marketing form performance and ROI, monitoring sales reps' performance, tracking different sources' performance, and visualizing data to identify drop-off points and optimize processes.
XILO Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
