Selling for independent insurance agencies has become complicated. With many different systems, some old and some new, agents are now spending most of their time entering information into multiple systems, trying to track the prospect from software to software.

That’s why we built XILO, XILO helps you enter data into one system and bridges it to all of the other systems you have in your business. 

With over 30 integrations, XILO connects all of the systems that you’re using. In order to get XILO to better your business, we have to set up the XILO platform for your agency. This article will walk through a few key things you need to get set up in order to make XILO work for you. This includes:

Step 1: When you set up your XILO account with us, you’ll see an email welcoming you to the platform. 

The email will look like this and come from customer-success@xilo.io. If you don’t see an email, be sure to check your spam. 

Tip: Add us to your safe senders list so you never lose an email! 

Step 2: When you click the “XILO Dashboard” link, you’ll be taken to the login page where you can enter the credentials given to you in the email.

When you’re signing up for the first time, a few things to keep in mind: 

That’s it! You’re logged in and ready to go. 

XILO is more fun in teams. Here’s how you do it. 

Step 1: When you log in, you’ll automatically be taken to the dashboard. 

Step 2: If you move your mouse cursor to the left side of the page, the menu will pop out. 

Step 3: Click the fourth option down - Team. That will take you to the team page. 

Step 4: You can see both Admins and Agents in the top navigation. Make sure you click the tab that you want to add someone to. By default, it opens Admins first. If you want to add an agent, be sure to click “Agents”. 

Once you choose what type of person - Admin or Agent - you want to add, click the “+” button at the bottom of the list of names. If you have no team members yet, you’ll just see the “+” button when you go to your team. 

Step 5: Once you click the “+” button, you’ll get a popup that asks for basic user information. Fill that in and click “Save” in the top right of the screen. This will take you back to your Team tab, where you can as many users as you would like. 

Once you’ve added your team member(s), you’re all set!

A lifecycle is a step in someone’s journey from a prospect to customer (or decline). You can add as many custom stages as you want, ensure it makes sense for your business sales flow. 

Step 1: Whatever page you start on (whether in the Team tab, Dashboard, or another page), hover your cursor to the left side of the page to open up the menu. Click on the fifth option down - “Tracking.” 

Step 2: When you click “Tracking,” you’ll see all existing lifecycles. If you don’t have any yet, you’ll just see a “+” button. 

Step 3: To add a lifecycle, hit the “+” button. That will open up a popup where you can input information. 

Step 4: Input all data you need here - naming the step with any name you’d like. Then add color by spelling it out (“red,” “green,” “yellow,” etc.). Finally, choose what the lifecycle step means -- Enabled, Prospect, Quoted, or Sold. 

Step 5: In the Tracking dashboard you can move the order of things with simple drag and drop. For example, making sure that “Book a call” comes before “Sold” in order of progress. 

You can see this order of progress - and analytics as you move prospects through lifecycles - in your main dashboard under “Prospects” in the left side menu. 

Once you’ve set up the lifecycles that make sense for your business, this task is complete!

Forms are how you will capture data. You can either input data on your prospect’s behalf or embed the forms onto your website (we explain embedding in the next task!).

Step 1: In the left side navigation on the dashboard, go to the second option from the top - “Forms.”

Step 2: When you open up forms, you’ll see any existing forms you have. 

Step 3: If you don’t have any forms, you can add them in one of two ways. 

Once you’ve either reached out to the XILO team or built your form by yourself, this task is complete!  

If you want prospects to fill in their own data, you can seamlessly embed forms onto your websites. 

Step 1: Navigate to the “Forms” page. 

Step 2: Click the small eye icon - the first item on the right side line of each form. That will give you multiple options: 

Step 3: Click “Copy Script” and the HTML script for the corresponding form will automatically copy to your clipboard. You can then paste this script into your website dashboard on the right page or post. 

Once you’ve copied the script into your website, this task is complete and the form can start collecting prospect data immediately, sending it right to your XILO dashboard. 

If you’ve got old paper forms that you want to digitize, you can easily do that with XILO! 

Step 1: You have two options for this:

If you reach out to the XILO team, we’d be happy to import the forms for you so there’s no hassle.

EZLynx is an industry-standard technology, so having it integrated with your XILO account will make your life a lot easier. We’ve set up a simple integration that can be done right from your dashboard. 

Step 1: If you don’t already have EZLynx account-wide and agent-specific credentials, you’ll need to get them. 

We’ve created a template email for you to send, asking for exactly what information you need from EZLynx to make the integration a success. 

→ BUTTON TEXT: EZLynx Email Template.

Step 2: Once you have your EZLynx credentials, head to the last item on the left-side menu - “Settings.”

Step 3: In Settings, click “API” in the secondary menu that opens. Here’s where you can see all integrations that are set up on your account. If you don’t have any, this menu will be blank. 

Step 4: To add EZLynx, click the “All Services” button in the top-right corner of the page. It will open a popup that shows you a scrolling list of all integrations you can add with XILO. If you search for EZLynx

Step 5: Click the “Integrate” button beside the EZLynx integration you want. This automatically adds the application to your XILO account. 

Step 6: Once you have selected the integration, you’ll be taken back to your API integrations dashboard. 

Select the gear button to set up the account. It will open a popup where you can insert your EZLynx account username.

Step 7: Once your account is added in the API settings, you can assign an agent by navigating to the “Team” tab in the left side menu. From there, pick the agent you want to edit. You’ll see the agent’s information, which should look something like the image below.

Step 8: Click the “Add EZLynx Username” button on the right side of the page. From there, you’ll get a popup to enter your agent’s EZLynx username.

Once you’ve integrated EZLynx, added your account username, and added agent-specific usernames in the Team tab, this task is complete! 

Have any questions about these tasks or need additional assistance? Chat with us via Intercom (the chat icon in the bottom right corner of the screen) or send us an email - customer-success@xilo.io.