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Marketing
Convert more shoppers into customers with modern customer experiences
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Reduce time spent on data entry and deliver quotes faster with customizable Intake Forms
Referral Partners
Win more business from your referral partners by returning quotes faster
Sales Automation
Close more Clients with automated touch points tailored to your quoting process
Customer Experience
Increase sales by giving your Clients an experience that keeps them from shopping around
Analytics
Increase productivity per rep by managing drop off and visualizing performance in real-time
XAI
Chrome extension that Reduces data entry and E&O exposures using AI that helps automate processes no sales automation system ever could
XAI
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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

All our blogs and articles

All
Insurance
Release Notes
How To
Release Notes
1
min read
May 11
XILO Achieves Soc 2 Type II Compliance
XILO announced today that it has achieved SOC 2 Type II compliance
Jon Corrin
Chief Executive Officer
How To
2
min read
Dec 28
How to setup your free XAI Hobby Tier account
The XAI Chrome Extension is a revolutionary tool designed specifically for insurance ag
Jon Corrin
Chief Executive Officer
AI
5
min read
Jan 16
Automating Data Entry with AI on Insurance Sales Calls
When I first engaged with insurance agents, I had a misconception that sales predominan
Jon Corrin
Chief Executive Officer
AI
3
min read
Dec 14
Why Insurance Agents Shouldn’t Put Client Data Into ChatGPT
As artificial intelligence (AI) evolves each month since the popular release of OpenAI’
Jon Corrin
Chief Executive Officer
Release Notes
3
min read
Dec 12
Announcing new Customer Forms in the works, Canopy Connect link in WF emails, and more XAI updates!
Announcing new and improved Customer Forms to make your client experience even better
Jon Corrin
Chief Executive Officer
AI
3
min read
Dec 6
How to Extract Data From Insurance Declaration Pages Using AI
A few months ago, our team started working on features to streamline the agent workflow
Jon Corrin
Chief Executive Officer
AI
3
min read
Nov 30
A Real-World Scenario on AI for Insurance Agents: Resolving E&O Claims using AI
Imagine systems integrated with your AMS that could read through all records in seconds
Jon Corrin
Chief Executive Officer
Release Notes
min read
Nov 29
Updates to XAI, events for analytics, and more!
Updates to XAI, updated events for analytics and more!
Ray M.
Product
Release Notes
2
min read
Nov 15
We're excited to announce our new time saving AI feature and more!
We're excited to announce our new AI feature that will save you even more time
Ray M.
Product
AI
5
min read
Nov 14
‍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
Release Notes
1
min read
Nov 3
XILO has new features on the way that will improve your processes!
XILO is working on new features that will improve your day-to-day quoting processes
Ray M.
Product
Release Notes
1
min read
Oct 17
Track client activities easily on the XILO Dashboard
Track client activities easily on the XILO Dashboard
Ray M.
Product
Release Notes
1
min read
Oct 2
XILO releases new API, faster data entry on intake forms, and more
XILO releases new XILO API, faster data entry on intake forms, and more
Ray M.
Product
Release Notes
1
min read
Sep 19
XILO releases Dec Page Reader in alpha, new AMS integration, & more CRM fixes
Ray M.
Product
Release Notes
1
min read
Sep 6
XILO releases multi-pipeline CRM bug fixes
Multi-Pipeline CRM bug fixes
Ray M.
Product
Release Notes
1
min read
Aug 22
XILO releases updates to task history and bug fixes for our CRM
Missing fields/integration errors feature and multi-pipeline CRM bug fixes
Ray M.
Product
Insurance
2
min read
Aug 17
Understanding the Insurance Labor Shortage Phenomenon
The insurance industry has been dealing with quite the challenge lately
Logan Hannah
Release Notes
1
min read
Aug 11
XILO releases (Beta) updates for Form Visibility & Edit Submission
Our practical beta enhancements to our platform with a clear focus on usability
Ray M.
Product
Insurance
3
min read
Aug 9
Disrupting the Insurance Industry
The Lemonade Insurance Success Story: Disrupting the Insurance Industry 🍋
Logan Hanah
Sr. Account Executive
Insurance
4
min read
Aug 3
Embracing Digital Transformation
Logan Hannah
Release Notes
1
min read
Jul 26
XILO Releases new OCR of Dec Pages
Our latest round of beta feature releases are here to boost your productivity!
Ray M.
Product
Insurance
3
min read
Jul 20
The art of execution
90% of insurance shoppers are expecting a quote in less than 10 mins 🎯
Logan Hannah
Release Notes
3
min read
Jul 10
XILO releases new Cross-Selling Pipeline
Introducing our new CRM pipeline for cross-selling and more! Streamline your efforts an
Ray M.
Product
Insurance
6
min read
May 24
4 Ways Insurance Carriers Can Help Digitize Their Independent Agency Channel
Checkout how your company can help your insurance agencies digitize their businesses
Jon Corrin
Chief Executive Officer
Release Notes
4
min read
Mar 31
September 2019 Release Notes
We recently launched a suite of integrations so you can easily plug XILO...
Jon Corrin
Chief Executive Officer
How To
6
min read
Mar 31
How to add a XILO Form script to your WordPress website
In this article I'm going to show you how to find, copy, and add a XILO Form script to
Jon Corrin
Chief Executive Officer
How To
10
min read
Mar 30
How to setup XILO and the EZLynx integration
Selling for independent insurance agencies has become complicated. With many different
Tyler Robinson
Insurance
10
min read
Apr 1
Top 5 Reasons Insurance Shoppers Don’t Convert On Your Agencies Website
The main objectives of online marketing are to increase traffic and increase your...
Jon Corrin
Chief Executive Officer
Insurance
5
min read
Sep 27
InsurTech XILO Secures $6M Seed Round to Automate Workflows for Insurance Agencies
InsurTech XILO Secures $6M Seed Round to Automate Workflows for Insurance Agencies
Jon Corrin
Chief Executive Officer
Insurance
7
min read
Apr 1
The Top 4 Reasons Why Independent Insurance Agencies Are Vulnerable For Disruption In The Next 5 Years
During the last decade, carriers, investors, and startups have been creating...
Jon Corrin
Chief Executive Officer
Release Notes
3
min read
Mar 31
November 2019 Release Notes
Connect all of your business platforms with the new Zapier integration. Use any of the
Jon Corrin
Chief Executive Officer
Release Notes
4
min read
Mar 31
October 2019 Release Notes
We launched additional integrations so you can easily plug XILO.
Jon Corrin
Chief Executive Officer
How To
4
min read
Mar 31
How to setup XILO and Zapier
In this article I'm going to show you how to integrate XILO with Zapier.
Jon Corrin
Chief Executive Officer
How To
7
min read
Mar 31
How To Automate Insurance Sales and Service Requests
Insurance is a lifeline for all who have it. Coverage keeps them financially secure...
Jon Corrin
Chief Executive Officer
Insurance
2
min read
Aug 17
Understanding the Insurance Labor Shortage Phenomenon
The insurance industry has been dealing with quite the challenge lately
Logan Hannah
Insurance
3
min read
Aug 9
Disrupting the Insurance Industry
The Lemonade Insurance Success Story: Disrupting the Insurance Industry 🍋
Logan Hanah
Sr. Account Executive
Insurance
4
min read
Aug 3
Embracing Digital Transformation
Logan Hannah
Insurance
3
min read
Jul 20
The art of execution
90% of insurance shoppers are expecting a quote in less than 10 mins 🎯
Logan Hannah
Insurance
6
min read
May 24
4 Ways Insurance Carriers Can Help Digitize Their Independent Agency Channel
Checkout how your company can help your insurance agencies digitize their businesses
Jon Corrin
Chief Executive Officer
Insurance
10
min read
Apr 1
Top 5 Reasons Insurance Shoppers Don’t Convert On Your Agencies Website
The main objectives of online marketing are to increase traffic and increase your...
Jon Corrin
Chief Executive Officer
Insurance
5
min read
Sep 27
InsurTech XILO Secures $6M Seed Round to Automate Workflows for Insurance Agencies
InsurTech XILO Secures $6M Seed Round to Automate Workflows for Insurance Agencies
Jon Corrin
Chief Executive Officer
Insurance
7
min read
Apr 1
The Top 4 Reasons Why Independent Insurance Agencies Are Vulnerable For Disruption In The Next 5 Years
During the last decade, carriers, investors, and startups have been creating...
Jon Corrin
Chief Executive Officer
Release Notes
1
min read
May 11
XILO Achieves Soc 2 Type II Compliance
XILO announced today that it has achieved SOC 2 Type II compliance
Jon Corrin
Chief Executive Officer
Release Notes
3
min read
Dec 12
Announcing new Customer Forms in the works, Canopy Connect link in WF emails, and more XAI updates!
Announcing new and improved Customer Forms to make your client experience even better
Jon Corrin
Chief Executive Officer
Release Notes
min read
Nov 29
Updates to XAI, events for analytics, and more!
Updates to XAI, updated events for analytics and more!
Ray M.
Product
Release Notes
2
min read
Nov 15
We're excited to announce our new time saving AI feature and more!
We're excited to announce our new AI feature that will save you even more time
Ray M.
Product
Release Notes
1
min read
Nov 3
XILO has new features on the way that will improve your processes!
XILO is working on new features that will improve your day-to-day quoting processes
Ray M.
Product
Release Notes
1
min read
Oct 17
Track client activities easily on the XILO Dashboard
Track client activities easily on the XILO Dashboard
Ray M.
Product
Release Notes
1
min read
Oct 2
XILO releases new API, faster data entry on intake forms, and more
XILO releases new XILO API, faster data entry on intake forms, and more
Ray M.
Product
Release Notes
1
min read
Sep 19
XILO releases Dec Page Reader in alpha, new AMS integration, & more CRM fixes
Ray M.
Product
Release Notes
1
min read
Sep 6
XILO releases multi-pipeline CRM bug fixes
Multi-Pipeline CRM bug fixes
Ray M.
Product
Release Notes
1
min read
Aug 22
XILO releases updates to task history and bug fixes for our CRM
Missing fields/integration errors feature and multi-pipeline CRM bug fixes
Ray M.
Product
Release Notes
1
min read
Aug 11
XILO releases (Beta) updates for Form Visibility & Edit Submission
Our practical beta enhancements to our platform with a clear focus on usability
Ray M.
Product
Release Notes
1
min read
Jul 26
XILO Releases new OCR of Dec Pages
Our latest round of beta feature releases are here to boost your productivity!
Ray M.
Product
Release Notes
3
min read
Jul 10
XILO releases new Cross-Selling Pipeline
Introducing our new CRM pipeline for cross-selling and more! Streamline your efforts an
Ray M.
Product
Release Notes
4
min read
Mar 31
September 2019 Release Notes
We recently launched a suite of integrations so you can easily plug XILO...
Jon Corrin
Chief Executive Officer
Release Notes
3
min read
Mar 31
November 2019 Release Notes
Connect all of your business platforms with the new Zapier integration. Use any of the
Jon Corrin
Chief Executive Officer
Release Notes
4
min read
Mar 31
October 2019 Release Notes
We launched additional integrations so you can easily plug XILO.
Jon Corrin
Chief Executive Officer
How To
2
min read
Dec 28
How to setup your free XAI Hobby Tier account
The XAI Chrome Extension is a revolutionary tool designed specifically for insurance ag
Jon Corrin
Chief Executive Officer
How To
6
min read
Mar 31
How to add a XILO Form script to your WordPress website
In this article I'm going to show you how to find, copy, and add a XILO Form script to
Jon Corrin
Chief Executive Officer
How To
10
min read
Mar 30
How to setup XILO and the EZLynx integration
Selling for independent insurance agencies has become complicated. With many different
Tyler Robinson
How To
4
min read
Mar 31
How to setup XILO and Zapier
In this article I'm going to show you how to integrate XILO with Zapier.
Jon Corrin
Chief Executive Officer
How To
7
min read
Mar 31
How To Automate Insurance Sales and Service Requests
Insurance is a lifeline for all who have it. Coverage keeps them financially secure...
Jon Corrin
Chief Executive Officer
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