Solutions
Applied systems has well-known Rater and AMS products in the industry. XILO integrates into multiple of Applied Systems Rater and AMS products. Typically our customers will use the Rater integration to push Auto and Home quoting data from XILO Forms into the Rater.
In order to connect to Applied Epic Quotes, you must send an email to Applied Systems requesting access to the Leads Inbox API and your own personal credentials to integrate into the system. Applied will send you a Tenant ID and an API Key that your Customer Success Manager will use to activate the integration. Once a XILO Form is submitted, you will be able to see that Lead in Applied Epic Quotes via the Leads Inbox and can import them as a New Contact/Quote or update an existing one.
