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XILO Reviews, Pricing, Features & Alternatives in 2026

XILO is a Workflow Automation Platform that streamlines insurance agency quoting, boosts agent productivity, and enhances customer experience to help you close more policies while reducing data entry and costs.

Workflow Automation Platforms Insurance Quoting Software CRM Software Sales Automation Tools Customer Experience Platforms
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Founded • United States • Cloud-based
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Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is XILO?

XILO is designed to empower insurance agencies with a modern Workflow Automation Platform that integrates deeply with raters, AMS, CRM, and ACORD forms. It enables you to reduce manual data entry, speed up quote delivery, and create seamless, branded customer portals that enhance client engagement and retention. It’s ideal for independent agencies looking to compete against large direct writers by automating their quoting and sales processes.

With XILO, you can easily integrate intake forms, automate touchpoints like emails and texts for follow-ups, and gain real-time analytics to monitor your sales funnel and marketing ROI. Its referral partner features also allow embedding branded lead capture on partner websites. More than 300 agencies trust XILO to modernize their workflows, increase conversions, and improve agent productivity, with access to extensive integrations and a free trial to get started.

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

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Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use XILO?

Best for Company Sizes

Popular Industries

Our Verdict

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User Reviews

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