Overview
XILO is a workflow automation platform that helps insurance agencies, carriers, and MGAs modernize their sales and marketing processes. The company was founded in 2018 by Jon Corrin and Eli Zaragoza with a mission to solve real-world problems for insurance agencies, originally inspired by challenges faced at an agency owned by Zaragoza's father.
The platform eliminates manual data entry by providing customizable quoting experience forms that integrate directly with raters, agency management systems (AMS), and CRMs. XILO enables insurance agencies to reduce up to 95% of data entry needed to quote by automatically routing quote request data from digital worksheets into multiple systems simultaneously.
XILO has onboarded over 300 agencies and deployed platform integrations with over 30 insurance-based systems across all major lines of insurance. The company services 10 of the top 50 insurance brokerages in the US and has achieved SOC 2 Type II compliance.
Products & Services
Intake Forms
Customizable digital quote worksheets for agents and customers that eliminate redundant data entry.
Key Features
- Complete customization of agent-facing and customer-facing forms
- Third-party data enrichment for property, driver, and vehicle details
- Multi-system integration to push data to raters, AMS, and CRM simultaneously
Target Users: Insurance agents, sales teams
Sales Automation
Automated workflow builder for trigger-based campaigns and client touchpoints.
Key Features
- Trigger-based campaigns on form completion, quote readiness, status changes
- Automated texts and emails for abandoned quotes
- Customizable messaging aligned to sales processes
Target Users: Sales teams, marketing teams
Customer Experience Portal
Client-facing portal for tracking quote status and document collection.
Key Features
- Quote status tracking for clients
- Document collection and management
- White-label partner solutions
Target Users: Clients, referral partners
Analytics Dashboard
Real-time performance visualization and ROI tracking.
Key Features
- Sales rep productivity tracking
- Lead source performance analysis
- Marketing ROI measurement
- Customizable reporting options
Target Users: Agency principals, sales managers
XAI (AI-Powered Insurance Integrations)
AI capabilities for insurance agents to enhance workflows.
Key Features
- AI that can scan and fill any web form
- AI-crafted follow-up campaigns triggered during quoting
- Email and SMS automation
Target Users: Insurance agents
At a Glance
- Founded
- 2018
- Headquarters
- San Diego, California
- Employees
- 11-50
- Funding
- Series A
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Lead Management Quoting Workflow Automation
- Insurance Verticals
- P&C
- Target Customers
- Agencies, Brokers, MGAs, Carriers
Customers
- 10 of the top 50 insurance brokerages in the US
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Last updated: 2026-05-12