Proposals that build themselves.
The AI Proposal Agent assembles a branded, coverage-by-coverage proposal from whatever the account brings: returned quotes, uploaded renewal documents, expiring policies, and carrier files. Comparisons and recommendations follow your agency's standards, not a spreadsheet pasted into an email.
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Quotes and documents in, proposal out
AI Chat
Drag and drop carrier proposals into AI Chat and ask XILO's AI Agent to generate your custom proposal for your client.
Approve
Approve XILO's AI Agent's suggestions on which slides it will edit, duplicate or delete.
Work
XILO's AI Agent will build your entire proposal for you in real time. Editing tables and schedules, text descriptions, making market suggestions, calculating premiums and more.
Review
Review and modify your proposal using our Editor which allows you to perform all the same operations as Microsoft PowerPoint, Word, and Adobe Acrobat for PDFs.
Build Intelligence
Have XILO's AI Agent update your SOPs, Knowledge Base articles, and its memory to improve its ability to prepare your proposal as if it was a senior producer or placement rep on the team.
What changes for your team
Proposed the same day
The gap between 'quotes are back' and 'client has the proposal' drops to minutes.
Every proposal, best-practice
Your standards apply to every account, not just the ones your senior producer touches.
Clients decide faster
Clear comparisons and a modern delivery experience shorten the yes.
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 Proposal Agent?
An AI Proposal Agent generates a branded, client-ready insurance proposal the moment quotes return: a side-by-side coverage comparison across carriers, with recommendations that follow the agency's own standards for positioning coverage.
Is the proposal branded to my agency?
Yes. Every proposal renders in the agency's branding and voice, delivered as a polished document or a live page in the client portal, never a spreadsheet pasted into an email.
Does a person review the proposal before the client sees it?
Yes. The agent drafts; the producer reviews and presents. Agencies keep full control of what reaches the client.