Built to close more deals.
Run as many pipelines as your business needs, new business, renewals, remarkets, by office or by line, with tracking and analytics on the outcomes that matter, workflows that fire the right touchpoint at the right time, and every activity generated in your AMS automatically.
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Tracking, follow-up, and truth in one system
Pipelines for every motion
Build separate pipelines for new business, renewals, remarkets, offices, or lines of business. Every lead, quote-in-progress, and proposed account is assigned, prioritized, and visible.
Tracking and analytics first
See accounts proposed per producer, time from lead to proposal, drop-off by stage and source, and performance by pipeline, the numbers that describe distribution, not vanity dashboards.
Workflows and automated touchpoints
Texts and emails fire on your rules: a client abandons intake, goes quiet, or is ready to bind. Producers step in when a human moves the deal.
Automated AMS activity generation
Every quote, touchpoint, and status change writes an activity to your AMS automatically, so the system of record stays complete without anyone logging a thing.
What changes for your team
One number that matters
Accounts from lead to proposed, per producer, per office, per segment. Finally measurable.
Nothing goes quiet
Automated cadences mean no proposed account dies of neglect.
Renewals on rails
Every account due for remarketing surfaces on time, with the agents ready to run it.
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
Does XILO replace my AMS or CRM?
No. XILO pushes and pulls data bi-directionally with your AMS and CRM, 300+ integrations, so your system of record stays authoritative and nothing is keyed twice.
What outcome should a distribution team measure?
Accounts taken from lead or remarket to proposed, per producer. It captures the whole motion, intake, quoting, proposal, and data entry, in one number leadership can actually manage.
What are automated touchpoints?
Texts and emails triggered by pipeline events, a client abandons intake, goes quiet, or is ready to bind, tuned to the agency's quoting process so producers step in only when a human moves the deal.