Your Customer Success Manager and our Service Team will build your referral partners completely customized forms that can be branded to your partner, embedded on their website, or given directly to their sales reps for referral. Once a new lead is submitted, your agent will be notified.
Each form that your referral partner fills out will be enriched with third-party data from millions of properties, drivers, and vehicles related to the household. Reduce the number of questions you have to ask your referrals by pre-filling their forms with these data points.
Process quotes faster by eliminating the need to enter all of the quote request data into your Raters, AMS', and CRMs all at the same time automatically. XILO integrates into more systems in the market than any other provider, making it faster for your team to get a quote for your Clients.
Once your referral partners are submitting leads through XILO, you'll be able to see a variety of data points that you can use to assess which partners are providing you with the most and best leads. See productivity per rep on the leads coming through each channel to report back to your partners on your performance. Our analytics dashboard is customizable and can be fitted to your company's unique needs upon request.
Leverage our integrations, automated touch points, and Client experiences to process quote requests and return quotes faster to your Clients.
Reduce 95% of data entry needed to quote by integrating quote request data right from your referral partners into your Raters, AMS', and CRMs automatically at the same time.
Use our sales analytics feature to assess the performance of your referrals by their sources and maximize ROI in those channels.