XILO Overview
XILO is a leading SaaS platform providing automation solutions for the insurance industry. Our platform streamlines processes for agents and brokerages by integrating marketing, sales, and servicing workflows into one comprehensive system. Key features include:
Insurance Quoting Automation: Automates the quoting process across carriers to save time and reduce errors.
Form Filling & Data Collection: Captures and integrates client information seamlessly.
Workflows & Task Management: Enhances productivity with automated workflows tailored to insurance agency needs.
Carrier & Third-Party Integrations: Provides extensive integrations with systems like Applied Epic, allowing users to automate data flow across different platforms.
Applied Epic SDK Integration Functionality
XILO's integration with Applied Epic SDK allows for seamless data exchange between the XILO platform and Applied Epic, enabling enhanced functionality for insurance workflows.
Authentication
To activate the integration, you need to set up the Applied Epic SDK with Applied Epic.
Applied Epic will provide the necessary credentials, including:
AuthenticationKey
DatabaseName
HostName
These credentials are required to establish a secure connection between XILO and the Applied Epic SDK.
Key Integration Functionalities
Pull Clients from Applied Epic:
XILO retrieves client data from Applied Epic, which is automatically loaded into a XILO Intake Form.
Pull Policies from Applied Epic:
XILO fetches policy data from Applied Epic, populating the information within a XILO Intake Form.
Pull Risk Data from Applied Epic Policies:
XILO allows you to pull specific risk data for any policy in Applied Epic after fetching both the clients and policies.
This works across all business lines and is loaded into the XILO Intake Form.
Create or Update Activities in Applied Epic:
XILO can create or update activities tied to a client in Applied Epic.
These activities are triggered by any XILO Workflow event.
Create or Update Opportunities in Applied Epic:
XILO enables you to create or update opportunities for clients in Applied Epic.
This feature can be automated via any Workflow event within XILO.
Create Attachments in Applied Epic:
XILO can automatically attach documents to a client in Applied Epic.
This feature can be triggered by any event within XILO Workflows.
Additional Capabilities
XILO has full access to perform any integration functionality allowed by the Applied Epic SDK.
If there are specific features or further custom functionality you wish to explore, please reach out for assistance.
This integration empowers agencies to automate data exchange between XILO and Applied Epic, significantly improving efficiency across workflows.