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Experience that reduces delays and delivers systems that work in production.
XILO – Streamlining Insurance Operations with Custom Digital Forms
Engagement Length
3 Years
Engagement Model
Full-Stack Product Development
Main Technologies
Angular, Node.js, Express, Sequelize, Postgres, AWS S3, Twilio API, Grunt, Sass, Less, JavaScript
The Challenge
Manual data entry, disjointed systems, and drawn-out quote procedures are common causes of operational inefficiencies for independent insurance companies. In addition to removing these obstacles, XILO aimed to create a digital platform that would easily interface with a variety of current tools utilized by the insurance sector, such as CRMs, management systems, and quoting engines.
The Solution
Key features of XILO, an advanced insurance automation platform created by Patoliya Infotech, include integrated communication tools and digital forms that can be customized. The solution included
Customizable digital forms
Smart forms tailored for different insurance types to minimize manual input.
Twilio integration
Twilio API was put into use to send customized emails with special email templates, SMS reminders, and renewal alerts.
End-to-end development
Developed the whole marketing and product website from scratch.
Data syncing
Integrated for a unified workflow with third-party platforms such as Acords, CRMs, AM8s, and Raters.
Cloud storage
AWS S3 for scalable and safe asset and document storage.
The Technology Used
Frontend
Angular, JavaScript, Sass, Less, Grunt
Backend
Node.js, Express, Sequelize
Cloud Infrastructure
AWS S3
Database
PostgreSQL
The Outcome
The way independent insurance companies interact with their customers and handle data has been completely transformed by XILO. Among the main outcomes are
Faster quote processing
Simplified procedures and reduced manual labor led to faster insurance quotes.
Improved communication
Automated email and SMS reminders increased client engagement and renewal rates.
Reduced operational load
Data Integrations and custom digital forms greatly reduced the amount of repetitive data entry.
Higher adoption
The platform was beneficial and easy to use for agencies, which led to a significant increase in users and demo bookings.
XILO has established itself as an advanced and essential instrument in the insurance technology industry.
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