Published: September 10, 2019
Agency Management Systems. Raters. CRMs. Websites. Social Media.
We recently launched a suite of integrations so you can easily plug XILO into your existing business systems and workflows:
U.S. Department of Transportation
Text and Email Automation
Schedule text and email messages to be sent to your prospects as soon they're entered into XILO platform.
XILO Simple Forms
Fill out forms quicker and easier across all devices to streamline the flow of information into XILO and your other business systems.
Secure Document Uploading
Agents and prospects alike can upload and store documents securely - these documents can be shared with a link that expires quickly.
Filter by State
When a prospect selects a state on your form that you do not serve, they will be brought to a page that lets them know.
Leverage an extra layer of categorization for your prospects - create tags, add tags to prospects, and filter prospects by tags.
Custom 'Thank You' Pages
Improve your prospects' experiences by customizing the header, body content, and icon on 'thank you' pages.
Fixes and Enhancements
We updated the analytics user interface and experience and fixed lifecycle bugs.
Enhanced Dynamic Forms
We added flexibility with the ability to ungroup questions and form fields so they can be placed in any form sections. We also added more options for you to customize the UI of the form fields.
Agent Password Reset
Reset password for agents is not working.