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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

All our blogs and articles

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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
Release Notes
Apr 6
2
min read

Release Notes - Smarter Forms and a Faster CRM

We are constantly looking for ways to streamline your workflow and make your client dat
Yuguang Chen
Product Manager
Release Notes
Mar 30
2
min read

Release Notes - Dynamic Form Logic, CRM Update, and More

We're excited to bring smarter form capabilities to XILO, alongside updates to your CRM
Yuguang Chen
Product Manager
Release Notes
Mar 23
3
min read

Release Notes - Fill With AI, CRM Enhancements, and More

We're excited to bring a powerful new AI capability to the XILO Chrome Extension, along
Yuguang Chen
Product Manager
Release Notes
Mar 22
3
min read

Release Notes - Screenshot-to-Quote: Turn Any Carrier Quote into a Client Proposal in Seconds

Skip the manual data entry. We're continuing to make your daily workflow faster and mor
Jon Corrin
Chief Executive Officer
Release Notes
Mar 21
3
min read

Release Notes - Manage Clients, Applications, and More All From the Extension

The latest update to the XILO Chrome Extension brings client management, application ha
Jon Corrin
Chief Executive Officer
Release Notes
Mar 19
3
min read

Release Notes - Share Proposals From Any Carrier Site and a New Way to Stay in the Loop

Share proposals and track what's new — right from the Chrome Extension.
Jon Corrin
Chief Executive Officer
Release Notes
May 11
1
min read

XILO Achieves Soc 2 Type II Compliance

XILO announced today that it has achieved SOC 2 Type II compliance
Jon Corrin
Chief Executive Officer
AI
Jan 16
5
min read

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
How To
Dec 28
2
min read

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
Dec 14
3
min read

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
Dec 12
3
min read

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

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