Better Agency vs XILO

<p>Better Agency provides a dedicated CRM platform tailored specifically for independent insurance agents. It helps you streamline your insurance sales processes, manage client relationships, and automate over 100 marketing and service campaigns for sales, service, claims, and renewals. You can track leads, service requests, and client renewals in separate pipelines, helping you stay organized and efficient.</p> <p>With built-in SMS messaging and automatic email syncing, Better Agency allows you to communicate seamlessly with your clients all in one place. The platform is built to reduce service expenses, increase agent productivity, and improve customer experience. It offers 1-on-1 training and quick rollout to help onboard your team and customers swiftly, making your insurance agency more profitable and efficient.</p>

<p>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.</p> <p>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.</p>