XILO
The All-in-One Platform for Insurance Agencies.
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)
✅ 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
Offers a more integrated and insurance-specific solution than generic form builders and payment processors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: NA
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