XILO integrates directly into the EZLynx Raters, Management System, and Sales Center. Here's an excerpt from the EZLynx web page:

"EZLynx provides innovative insurance software that helps streamline your agency’s workflow. You can bundle products to supercharge your agency's productivity or purchase products individually to meet the unique needs of your business. Each product integrates with our comparative rater and agency management system to provide a single platform to manage customers through their full life cycle. From real-time home and auto quoting on your insurance agency website to email marketing, EZLynx has a solution for you."

Use Cases:

  • Automatically push website visitor data into the EZLynx system with a XILO Form

  • Send client's XILO Forms that automatically push data into EZLynx

  • Agents can enter data into XILO Simple Forms to replace their intake sheets and use the EZLynx interface for quicker and easier data entry

Here is what data integrates into those systems:

Rater

  • Does

    • Applicant details like Name, Address, Contact info

    • Auto policy details like Policy, Drivers, Vehicles, Vehicle use, and Coverages

    • Home policy details like Policy, Dwelling use, Property info, Endorsements, and Coverages

    • General and state-specific coverages

  • Does Not

    • Carrier-specific coverages

    • Commercial lines policy details

    • Lead source information

    • Customer Since

    • Applicant Type

    • We cannot pull rates yet. We're in discussions with EZLynx about this

Management System

  • Does

    • Applicant details like Name, Address, Contact info

Sales Center

  • Does

    • Applicant details like Name, Address, Contact info

  • Does Not

    • Personal lines policy details (this is integrated into the Rater)

    • Commercial lines policy details (this we do not do at all)

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