Name: XILO
Author: XILO

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Automation Testing

Version Control

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

IP PBX

Knowledge Management

Enterprise

Accounting

Budgeting and Forecasting

Financial Planning and Analysis (FP&A)

Financial Research

Financial Risk Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Cloud Storage

Container Security

Deception Technology

Embedded Database

Event Monitoring

Fraud Detection

IT Professional Services

IT Service Providers

Integration Platform as a Service (iPaaS)

Load Testing

Machine Identity Management

Network Diagnostics

Network Performance Monitoring

Office Migration and Repair

Rack Servers

Runtime Application Self-Protection

Service Desk Outsourcing

Telecom Expense Management (TEM)

User Activity Monitoring

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Experience Intelligence

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

AI Sales Agent

Customer Relationship Management (CRM)

Sales

Application Security

Cloud Security Posture Management

Identity Threat Detection & Response Software

Security

Estate Planning

Geographic Information

Tour Operator

Vertical-Specific

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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.

Starter

Professional

Unlimited

Agentforce 1 Sales

Salesforce Sales Cloud

Basic

Bloomfire

XILO

Sales Enablement Software is used to develop a strategy for equipping and motivating sales teams to sell better. It also encompasses sales performance management, including incentive compensation plans, territory and quota assignments, pipeline optimization, and sales training and coaching.

Sales Enablement

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What is XILO?