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74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
View Details
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79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
View Details
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Description | 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. Read more | Rattle software is a platform used to manage Salesforce in minutes. The software offers tools for reps to manage calls logs, track key metrics and update opportunities. Collaborate with teams with real-time alerts and generate reports to measure team’s activity. Small, Medium companies make use of the software. Read more |
Pricing Options |
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SW Score & Breakdown |
74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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Total Features |
4 Features
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11 Features
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Common Features for All |
CRM Integration
Call Monitoring
Call Recording
Content Management
Email Automation
Email/Call Sequencing
Lead Scoring
Performance Analytics (Sales)
Sales Activity Automation
Team Management
Workflow Management
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CRM Integration
Call Monitoring
Call Recording
Content Management
Email Automation
Email/Call Sequencing
Lead Scoring
Performance Analytics (Sales)
Sales Activity Automation
Team Management
Workflow Management
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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XILO Custom |
Lightning $15.00 $15.00 per user / month Thunder $20.00 $20.00 per user / month Storm $25.00 $25.00 per user / month |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
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+ 3 More
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Not Available |
Company Details | Located in: San Diego, California | Located in: Bangalore, India |
Contact Details |
Not available |
Not available |
Social Media Handles |
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