Quoting and sales automation SaaS

Customer Forms

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Our approach to Forms stems from key insights gathered through user and market research. Recognizing that insurance quoting isn't a frequent occurrence, we've transformed lengthy forms into a conversational step-by-step flow. This way, users focus on one question at a time, making the entire process more manageable compared to presenting everything on a single page.

Usability Testing

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Following our initial iteration, we jumped into a round of usability testing for our fresh designs. We formulated hypotheses, devised testing scenarios, crafted hi-fi prototypes using Protopie (one for Desktop and another for Mobile), enlisted users fitting our criteria, and conducted the tests. This process swiftly unveiled some usability glitches that we promptly addressed. Within just a week, we refined our designs and garnered valuable feedback from actual users prior to heading into development.

Design System

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To ensure brand consistency across three distinct products and our marketing website, we developed a design system that harmonizes all designs. This design language for XILO guarantees consistency in all upcoming products and features.

Backoffice System To Create Forms, Workflows And Manage Sales

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XILO's growth bottleneck was manual client setup. To address this, we introduced a new form builder and enhanced the dashboard for easy creation of intake forms, workflow automation, and CRM data mapping.

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Automation workflows

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Our team crafted a workflow builder from scratch, empowering insurance agencies with the essential tools to automate operations, communications, and policy renewals. This was achieved through a process of continuous iterations and prototyping.

Agency performance and analytics

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With a primary focus on data and information design, we designed an analytics dashboard that gives users a bird's eye view of their business and ops.

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Marketing website production

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Using Webflow, we designed and developed a marketing website for XILO along with pitch deck designs for seed round investments and other marketing initiatives.