XILO by XILO

• AI Quoting Agents with automated data pre-fill for any carrier portal

• AI Marketing Agent for end-to-end marketing automation

• AI Intake & OCR from Dec Pages, Loss Runs, SOVs, handwritten notes

• Omnichannel Automations via Outlook, Gmail, and Twilio

• Universal Pipeline CRM via Chrome Extension

• Custom Digital Experiences

• Third-Party Data Enrichment for intake forms

• 2-Way Integrations with your AMS, Raters, and CRM

• Document Auto-Fill for ACORD forms, supplemental applications, and PDFs

• Comprehensive Analytics for sales, service, and marketing

• Multi-Line Support – Personal, SMB Commercial, Complex Commercial, Farm, Specialty Risk

• Automated Proposals

• Trackable Self-Service Client Portal

XILO is the first QMS. Our AI Quoting Agents automate Quoting, Marketing & Sales for all P&C lines to help close more policies.

For independent P&C agencies, the biggest bottleneck to growth isn't a lack of leads, it's the friction in the quote-to-bind process. Whether you are hunting for new business or aggressively re-marketing renewals, slow turnaround times and fragmented workflows cost you policies.

XILO is the market’s first unified Quoting, Marketing, and Sales (QMS) platform designed to eliminate that friction. We transform how your agency operates, turning your quote-to-bind journey into a standardized, high-speed engine that drives revenue.

How XILO Transforms Your Agency

• Fully customized online shopping flows and intake forms that clients actually want to use, combining third-party data enrichment with AI Quoting Agents that instantly pre-fill carrier portals to reduce quote turnaround times.

• AI OCR instantly reads Dec pages and automates 2-way syncs between your AMS, Raters, and CRM – significantly increasing the capacity of every single team member.

• Standardizes your entire quote-to-bind process across the agency, ensuring every producer follows the same proven workflow.

• Real-time dashboards give agency managers crystal-clear visibility into sales, service, and marketing performance to help you make confident decisions, coach your team, and drive your own operational optimizations.

• Reads Documents Instantly: It extracts data straight from Dec Pages, loss runs, and even handwritten notes.

• Eliminates Data Entry: It takes that data and automatically pre-fills carrier portals, ACORD forms, and your AMS.

• Automates the Busywork: It runs the background tasks and marketing applications to keep the quote moving forward without manual clicks.

• The Bottom Line: Our AI handles the typing and reading, so your team can focus on selling and closing.

• Important company certifications: SOC 2 Type II compliant

• Relevant industry awards or distinctions: Accepted into Broker Tech Ventures Program, InsurTech Munich and Global InsurTech Accelerators. Have raised $14M in venture capital.

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