Stop asking clients 100 questions.
The AI Intake Agent uses agentic browsing to research the risk for you: properties, vehicles, and the people in the household, or the buildings, operations, and exposures of a commercial space. Clients confirm a handful of answers instead of dictating a file, and the submission arrives complete.
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From new lead to finished submission
AI Chat
Ask your AI Agent to research people and properties online.
Approve
Approve all the data sources before your AI Agent crawls them
Work
XILO's AI Agent will search via API and it's web crawling capabilities public data sources pulling back property, hazard, replacement cost, vehicle and driver info. It then fills out your XILO Intake Forms automatically.
Review
Before storing any submission, review all the data on your XILO Intake Form to prevent any E&O issues.
Build Intelligence
Have XILO's AI Agent update your SOPs, Knowledge Base articles, and its memory to improve its ability to complete your intake submissions as if it was a senior team member.
What changes for your team
Minutes, not days, to quote-ready
Submissions that took days of phone tag are ready the same hour the lead comes in.
Producers stop gathering, start selling
Intake stops consuming producer and CSR time, the file shows up done.
Cleaner data everywhere
Research-backed, validated data lands in your AMS once, and it's right.
The outcomes brokers talk about
The quoting agent is faster and smarter, especially with policy breakdowns. I ran multiple homes across different states and carriers like Chubb, and it kept everything within the same quote. On proposals, the process is working better and saved me about an hour of work. It looks pretty solid.
Karl
EPIC Brokers
Love XILO! It's been a game-changer for our sales process. With XILO, we've boosted productivity and seen a noticeable increase in business growth.
Leslie Ginn
Personal Lines Manager, Towne Bank
I would give it a 5 as it seems to be easy to work with. I would recommend it to others.
Kyle Vandruff
Insurance Agency Of Mid-America
I know that Quoting Agents will be the only way I will quote new business moving forward.
Matt
World Insurance Associates
I would say game changer, truly, this is like nothing else. We've never seen something that was that close to the accurate premiums, because you're running loss histories and MVRs. That's totally different than anything we've ever used before.
Samantha Winick
IMA Financial Group
It's a total game changer. I only took 10 minutes instead of 1 hour and 45 minutes to do five quotes.
Zack Bialik
Smith & Eddy Insurance
We rate this as a 6 (out of 5). This is a game changer. It's solutions like this that help us optimize our time.
Brock Murphy
North Risk Partners
“The customer service is fantastic and they are building a great product.”
Troy
Unisource
"XILO makes the information gathering process so easy! This process frees up some of our time by having the client input their info and then you can bridge the info into certain raters!! Product and ease of use gets better and better as we use it!"
Matt
Heritage Agencies
Works better together
Frequently asked questions
What is an AI Intake Agent?
An AI Intake Agent is software that turns a new lead or renewal remarket into a complete, quote ready insurance submission. It gathers client information through modern online forms or from a quick call, researches the risk using third party data, completes applications and ACORD forms, and pushes everything into the agency's AMS.
Does the AI Intake Agent complete ACORD forms?
Yes. Once the client file is researched and validated, the agent completes the applicable ACORD forms and carrier applications, so the submission arrives finished, not as a pile of fields for a CSR to key.
Can it prepare renewal remarkets, not just new business?
Yes. For remarkets, the agent pulls the existing account from the AMS, refreshes exposures and third party data, and rebuilds the submission, so every renewal that should be shopped can be shopped.
Do clients still have to fill out long forms?
No. The agent pulls property, vehicle, driver, and business data from third party sources, so clients confirm information instead of typing it. Intake feels like minutes, not an interview.