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Tips, news and resources

Checkout our latest content on various topics that can either help your business or give you that latest information on XILO

AI
Nov 14
5
min read

‍Insurance Agents: Pioneers in the AI Revolution

Insurance agents have weathered many waves of tech innovation over the past few years
Jon Corrin
Chief Executive Officer

Latest Release Notes

Release Notes
Sep 9
4
min read

Release Notes - Shareable Carrier Memories, Client Collaborators, and Client Profile V2

This release is about sharing the work.
Yuguang Chen
Product Manager
Release Notes
Jul 30
2
min read

Release Notes - Multi-Select Drivers, Sticky Assignments, and a New Notification System

This release is about keeping your data where you put it. Intake forms can now capture
Yuguang Chen
Product Manager
Release Notes
Jul 16
4
min read

Release Notes - Guided Assignment Rules, a More Flexible Form Builder, and More

This release brings more flexibility to how you build forms and a faster, more visual w
Yuguang Chen
Product Manager
Release Notes
Jun 30
2
min read

Release Notes - Custom Fields, Manage Policies, and More

This release is about sweating the details across the parts of XILO you touch every day
Yuguang Chen
Product Manager
Release Notes
Jun 18
2
min read

Release Notes - Duplicate Submissions and Workflows in a Click

Re-entering information you've already captured is one of the quietest time-drains in y
Yuguang Chen
Product Manager
Release Notes
May 27
2
min read

Release Notes - Seamless Embedded Forms, Personalized Integrations, and a Cleaner CRM Experience

Every detail matters when you are managing clients and keeping your pipeline moving. Th
Yuguang Chen
Product Manager
Release Notes
May 18
2
min read

Release Notes - Put Submission Routing on Autopilot, Handle Larger Client Files, and Smoother Intake Forms

Manually sorting and assigning submissions slows down your response time and breaks you
Yuguang Chen
Product Manager
Release Notes
May 11
2
min read

Release Notes - Streamlined Settings, Powerful New Permissions, and a Smoother Intake Experience

We are continuing to make managing your agency and serving your clients as seamless as
Yuguang Chen
Product Manager
Release Notes
May 4
2
min read

Release Notes - CRM Enhancements, Intake Form Improvements, and Automation & Workflow Updates

We’re excited to introduce a new wave of updates to XILO, focused on bringing more powe
Yuguang Chen
Product Manager
Release Notes
Apr 28
2
min read

Release Notes - Intake Form Enhancements and Expanded Integrations

We're excited to roll out our latest round of updates to XILO, designed to make your da
Yuguang Chen
Product Manager
Release Notes
Apr 20
2
min read

Release Notes - Polished Intake Forms and Smarter Automations

We're excited to bring a fresh round of updates to XILO, featuring polished intake form
Yuguang Chen
Product Manager
Release Notes
Apr 13
2
min read

Release Notes - Intake Form and CRM Refinements

We’re excited to bring a new round of refinements to XILO, focusing on enhanced reliabi
Yuguang Chen
Product Manager

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Release Notes
Sep 9
4
min read

Release Notes - Shareable Carrier Memories, Client Collaborators, and Client Profile V2

This release is about sharing the work.
Yuguang Chen
Product Manager
Insurance
Aug 18
3
min read

XILO Named to the First Certified Class of Applied Systems' Vendor Certification Program

XILO is one of ten companies with certified integrations at the program's launch.
Jon Corrin
Chief Executive Officer
Release Notes
Jul 30
2
min read

Release Notes - Multi-Select Drivers, Sticky Assignments, and a New Notification System

This release is about keeping your data where you put it. Intake forms can now capture
Yuguang Chen
Product Manager
Release Notes
Jul 16
4
min read

Release Notes - Guided Assignment Rules, a More Flexible Form Builder, and More

This release brings more flexibility to how you build forms and a faster, more visual w
Yuguang Chen
Product Manager
Release Notes
Jun 30
2
min read

Release Notes - Custom Fields, Manage Policies, and More

This release is about sweating the details across the parts of XILO you touch every day
Yuguang Chen
Product Manager
Release Notes
Jun 18
2
min read

Release Notes - Duplicate Submissions and Workflows in a Click

Re-entering information you've already captured is one of the quietest time-drains in y
Yuguang Chen
Product Manager
Release Notes
May 27
2
min read

Release Notes - Seamless Embedded Forms, Personalized Integrations, and a Cleaner CRM Experience

Every detail matters when you are managing clients and keeping your pipeline moving. Th
Yuguang Chen
Product Manager
Release Notes
May 18
2
min read

Release Notes - Put Submission Routing on Autopilot, Handle Larger Client Files, and Smoother Intake Forms

Manually sorting and assigning submissions slows down your response time and breaks you
Yuguang Chen
Product Manager
Release Notes
May 11
2
min read

Release Notes - Streamlined Settings, Powerful New Permissions, and a Smoother Intake Experience

We are continuing to make managing your agency and serving your clients as seamless as
Yuguang Chen
Product Manager
Release Notes
May 4
2
min read

Release Notes - CRM Enhancements, Intake Form Improvements, and Automation & Workflow Updates

We’re excited to introduce a new wave of updates to XILO, focused on bringing more powe
Yuguang Chen
Product Manager
Release Notes
Apr 28
2
min read

Release Notes - Intake Form Enhancements and Expanded Integrations

We're excited to roll out our latest round of updates to XILO, designed to make your da
Yuguang Chen
Product Manager
Release Notes
Apr 20
2
min read

Release Notes - Polished Intake Forms and Smarter Automations

We're excited to bring a fresh round of updates to XILO, featuring polished intake form
Yuguang Chen
Product Manager

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