XILO

About XILO

XILO as a sales and quote automation platform for independent insurance agencies, helps them get rid of manual data entry. The software is capable of auto populating client related information besides automating their follow ups. Smart integrations within the platform enable users to push relevant information within Raters, Acord forms, AMS’s, CRMs and more. A dashboard within the particular helps business houses monitor the productivity levels of their agents besides looking after client pipeline from time to time. Insurance agencies get to offer the best quoting experience to their clients with customizable forms. They can even embed the particulars within their website to offer a robust online experience. The software offers real-time integration with external portals like WordPress, Quote Rush, Salesforce, Vertafore, HawkSoft, QQCatalyst, Estated and more. XILO offers a comprehensive set of insurance management tools, enabling insurance agencies to offer a robust and comprehensive experience to their individual clients.

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Pricing

Free Trial Not Available
XILO Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

74%
Reviews

60%
Momentum

60%
Popularity

70%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

XILO Features

Show Feature Explanation

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Sales Engagement Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

74%

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Sales Activity Automation

Allows sales executives to set up and send follow up messages to the customers automatically.

Performance Analytics (Sales)

Sales managers can track and monitor the performance of sales teams to eliminate errors or enhance performance.

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Call Recording

Facility to record calls with a set of conditions and compliance

Email/Call Sequencing

Arranges email and call lists into different segments or sequences that maintain data in a systematic manner.

Call List Management

Maintains a systematic order of all the important phone numbers of clients.

Inbox Integration

Integrates with your email inbox and assembles all the sales activities into one unified place.

Team Management

Ensures all the members of the sales teams satisfy clients by upgrading activities and answering questions in real-time.

Email Automation

Automates the emailing process by sending out targeted messages to clients based on time and specific actions.

Call Monitoring

Allows you listen to all inbound and outbound calls.

Content Management

Helps you to create and customize your contents to make user and SEO friendly

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

XILO Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

XILO Custom

Features

Less manual data entry
Smart Integrations
Manage agent productivity
View client reports and analytics
Customizable forms
Embed forms into the website
Integrate into your systems
Manage your pipeline

Disclaimer: The pricing details were last updated on 12/06/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about XILO Pricing.