With XILO, agents can easily fill-out Intake Forms while on the phone with customers. This is meant to replace entering information directly into your raters, AMS', Acord Forms, intake sheets, etc. Here is how:

  1. Login to the XILO Dashboard. If you are an agent click "Login as an Agent"

  2. Click the Forms tab

  3. Click "Open" on the form you wish to fill out

  4. Fill out form

  5. Click submit

*Note

  • If you have automatic integrations, this will automatically push leads into your existing systems

  • If you have an import export, you need to visit the dashboard to download a lead and then import it into your system

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