XILO Workflows are designed to help agents automate customer engagement and reduce timely communication to increase closing rates. Workflows are triggered by events related to other XILO features and actions, such as form submissions, form abandonment, or status changes. These automated sequences can be anything from SMS messaging promoting your agency to new leads inquiring about rates; to an internal email, campaigns nudging agents to follow up on hot leads.

Here are the most common uses of XILO workflows:

1. Follow up
A. Immediate Follow Up: Create workflows sequences to immediately follow up with a lead upon submission of a form. Quickly send automated texts and/or emails, right after form submission to continue your customer's quoting experience and reduce their need to shop elsewhere.

B. Bundle Follow Up: Send a bundle form or bundle estimate to the customer after the initial quote to increase your chances of bundling and grow the value of your customer base.


C. Ghosted Follow Up: If a customer goes quiet after immediate follow-up or initial contact you can create workflows to promote engagement so you don't lose their business. By creating a corresponding XILO status, you can use this status as a trigger to launch follow-up communication when a customer "ghosts" you.


2. Renewal
Have existing customers verify their policy information before their renewal date by automating emails containing their current policy details.

3. Form abandonment

Recapture clients who exited a form with emails and text messaging to increase your conversion rates.


4. Application Status Updates

A. Status Updates: Keep customers up to date with their application status as they move through your quoting stages. Use your XILO Kanban statuses to trigger automation as you move customers through your pipeline.

B. Sold Flows: Create marketing sequences to promote other products, deals, or promotions your agency may be offering. You can use this automation to grab Google reviews from your customer after a policy is sold to reinforce your credibility.

5. Internal Agency Comunincation

A. Amp up internal communication about leads and gamify your agent's quoting process to promote healthy competition in your agency.


B. Create automated reminders for your agents so no lead falls through the cracks, or automatically move a client into a new quoting stage based on time delay triggers.

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