Manually sorting and assigning submissions slows down your response time and breaks your team's flow. This release introduces a powerful new Automated Assignment Rules Engine to put your routing on autopilot, alongside significantly increased document upload limits and smoother intake forms. Less manual triage, faster quoting.
Put Submission Routing on Autopilot
Getting the right submission to the right agent quickly is critical to winning the business. Until now, that often meant someone manually reviewing and reassigning incoming leads. Now, you can fully automate submission assignments so the right expert gets the file instantly.
- Custom Rule Sets — Build and deploy routing rules based on your agency's unique criteria. Automatically send commercial leads straight to your commercial producers, or route high-value policies directly to your senior agents.
- Visual Management & Debugging — A brand-new, intuitive UI lets you manage your rules effortlessly. We also included a built-in trace viewer so you can verify and debug your routing logic before it ever goes live.
Handle Larger Files and Streamline Your Integrations
We are continually upgrading our infrastructure so you can do more with XILO without running into roadblocks:
- 50MB Document Uploads — Say goodbye to frustrating file-size errors and compressing documents. We've upgraded our storage infrastructure so agents can reliably upload massive files—up to 50MB—without a hitch.
- Motorcycle Support in Applied Epic — Expand your syncing capabilities. Motorcycle is now officially supported as a policy line for the Applied Epic SDK Personal Lines Push.
- Instant Form URLs via API — For teams building custom flows, agents will now instantly receive the Form URL whenever new forms are generated programmatically, removing any lag in your workflow.
- Reliable Workflow Testing — Test your automated actions with confidence. We squashed the occasional "serviceID required" error, ensuring your workflow testing runs smoothly every time.
A Smoother, More Intuitive Intake Experience
We’ve also rolled out a series of updates to remove friction from the intake form experience for both you and your clients:
- Dynamic Section Titles — Long forms can be confusing for clients to fill out. Now, section titles reference a linked field, making forms far easier to read and navigate.
- Faster Document Processing — We optimized the document extraction process to eliminate sluggishness, ensuring your client uploads process at lightning speed.
- Flawless Applicant Management — We fixed a bug that caused blank entries or incorrect deletions when managing applicants. Adding and removing applicants now works exactly as intended.
- Reliable PDF Attachments — No more broken files. We resolved an intermittent issue to ensure PDF attachments sent via automated emails open perfectly every time.
These updates are live now in XILO. If you have any questions or want to learn more about the updates, reach out to your account manager to get started.
