XILO

The All-in-One Platform for Insurance Agencies.

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Overview

XILO is a platform that helps insurance agencies streamline their sales process with online forms, quoting, and payments. It is designed to help agencies provide a modern, digital experience to their clients.

✨ Key Features

  • Online forms and applications
  • Quoting engine
  • Payments processing
  • CRM and sales automation
  • Customer portals

🎯 Key Differentiators

  • Specifically designed for the insurance industry
  • Integrations with leading agency management systems
  • All-in-one platform for forms, quoting, and payments

Unique Value: Helps insurance agencies modernize their sales process and provide a better customer experience with an all-in-one platform for forms, quoting, and payments.

🎯 Use Cases (3)

Modernizing the insurance sales process Providing a better customer experience Increasing sales and efficiency

✅ Best For

  • Reducing the time it takes to quote and bind a policy
  • Improving the client experience with online forms and payments

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Agencies that do not have a website or online presence

🏆 Alternatives

Formstack Jotform Typeform

Offers a more integrated and insurance-specific solution than generic form builders and payment processors.

💻 Platforms

Web

🔌 Integrations

Applied Epic Vertafore AMS360 EZLynx

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ GDPR

💰 Pricing

$99.00/mo

✓ 14-day free trial

Free tier: NA

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