Applied Systems × XILO · Certified Vendor

Applied Systems Certified AI Agent Vendor

Stop using software. Hand-off intake, quoting and proposal generation work to an AI Agent and cut down 70% of the time it takes to get a client from discovery to close.

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Applied Systems Integration Partner Program
Trusted By Industry Leaders
IMA
World Insurance Associates
EPIC Brokers
North Risk Partners
+ 500 more agencies
Product · Services

One AI Agent for Intake, Quoting and Proposals.

One AI Agent executes every stage of distribution, taking an account from raw lead to a proposal in your client's hands, with every data point synced to Applied along the way.

01 · Intake

Hand-off Client Discovery to an AI Agent.

Upload a dec page or renewal document and the agent extracts the data instantly. It researches the same verified sources your team uses, analyzes property imagery, and completes the submission, with everything saved for E&O documentation.

02 · Quoting

Hand-off Quoting to an AI Agent.

The agent opens its own browser, logs into your carrier portals, and crawls every screen the way your best CSR would, returning accurate, bindable rates for every market in your appetite.

03 · Proposing

Hand-off Proposals to an AI Agent.

From returned quotes, renewal documents, and carrier files, the agent assembles a branded, coverage-by-coverage proposal, complete with a renewal summary, that reflects your agency's standards.

Solutions · Applied × XILO Integrations

Your Applied data, working for you.

XILO pushes and pulls 95% of policy, submission and application level data across Applied Epic, EZLynx and Tarmika. Key data in once and it flows everywhere it needs to go.

Push · Applied Epic

Key it in once. It lands in Epic.

Your team keys data into XILO's digital intake forms, or clients and partners fill out the online consumer experience, and XILO pushes policy, application, marketing submission, activity and attachment data straight into Applied Epic. No re-keying, fewer E&O exposures.

XILO Digital Intake
Team, partner & client entry
Applied Epic
Written automatically
Policy
Application
Marketing Submission
Activity
Attachment
Pull · Applied Epic

Hand-off Re-Marketing to an AI Agent.

Pull policy, application and marketing submission data out of Applied, including homes, autos, schedules, watercraft, policy info and more, and hand it to XILO's AI Agent to shop. Renewals get remarketed without a producer rebuilding the application from scratch.

Applied Epic
Rich application data
XILO AI Agent
Shops the renewal
Homes
Autos
Schedules
Watercraft
Policy Info
Push · EZLynx

Automate application pushes to EZLynx and Tarmika.

The same push works for your rater. Auto and home application data captured in XILO flows into EZLynx and Tarmika automatically, so comparative quotes start from complete, accurate applications instead of a second round of data entry.

XILO Application
Auto & home data
EZLynx | Tarmika
Comparative rating
Auto Application
Home Application
Commercial Application
Why XILO

What makes XILO different.

1

End to end

One system that handles intake, quoting, and proposals for your team, your partners, and your clients shopping online.

2

The deepest Applied integration

XILO pushes and pulls 95% of policy, submission and application level data across Applied Epic, EZLynx and Tarmika.

3

A one-of-a-kind AI Agent

An AI Agent that handles intake, quoting and proposals end to end. Nothing else in the Applied ecosystem does the work for you.

Customers

The outcomes brokers talk about.

“I would say game changer, truly... this is like nothing else. We've never seen something that was that close to the accurate premiums than with Quoting Agent, because of the fact that you're running loss histories and MVRs. That's totally different than anything we've ever used before.”

Sam · IMA

“I know that Quoting Agents will be the only way I will quote new business moving forward.”

Matt · World Insurance Associates

“We rate this as a 6 out of 5. This is a game changer. It's solutions like this that help us optimize our time.”

Brock Murphy · North Risk Partners
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See your Applied data with an AI Agent behind it.

Bring a real account from your Epic book. Watch it come back quoted and proposed, with every data point already in Applied.

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