Quoting and sales
automation platform

For independent insurance agencies.

Automate your agency's
workflow

Less manual data entry

Eliminate manual data entry by auto-populating client information and automating client follow up

Smart Integrations

Push data in to AMS's, Raters, CRMs, Acord forms and more, all at once

Manage agent productivity

View agent productivity and your client pipeline easily on the XILO Dashboard

View client reports and analytics

Report on form engagement. Track and manage leads. Get a real-time (or historical) view of your sales funnel

Provide your customers with
the best quoting experience

Provide your customers with the best quoting experience

Customizable forms

Customizable forms for agents and prospects

Embed into website

Easily add plug-and-play forms to your website

Integrate into your systems

(Raters, AMS, CRMs, Acord forms)

Manage your pipeline

Manage your experiences from a simple dashboard

Sign up for XILO and integrate forms on your
website – in less than 24 hours!

Sign up for platform and integrate forms on your website – all by noon

XILO connects all of your insurance raters, management systems, CRMs, and ACORD forms.

Agency Software

Free Software Data System By and
For Nonprofits.

Estated

Property Data and Real Estate API.

Facebook

Online social media and social networking service.

Google

Multinational technology company that specializes in Internet-related services and products.

HawkSoft

Insurance agency management system.

HubSpot

Platform of marketing, sales, customer service, and CRM software.

Keap

E-mail marketing and sales platform for small businesses

ITC

Websites, agency marketing, rating and management software and services for the insurance industry.

LinkedIn

Business and employment-oriented service.

Pipedrive

Cloud-based sales software
company.

QQCatalyst

Agency management system that provides operational, marketing, and sales pipeline management tools.

Squarespace

SaaS company for website building and hosting.

Quote Rush

Rating tool that allows to quote ainsurance carriers.

Sales Force

Cloud-based software company that provides CRM services

U.S. Department of Transportation

Federal Cabinet department
concerned with transportation.

Vertafore

Insurance Software Solutions for Carriers, Agencies, Brokers, MGAs, and MGUs.

Word Press

Free and open-source content management system (CMS).

Learn how other agencies
have benefited from XILO