Quoting And Sales
Automation  Platform

# Insurance
# Insurtech
# SaaS
# Responsive Web
# Web App
CLIENT

XILO. San Diego, CA, USA

OUR  CONTRIBUTION
Web App Design
Design System
Usability Testing
Marketing Website Design
Webflow Development
TIME LINE
Apr 2020
Ongoing

We started our work with XILO by redesigning their flagship product

XILO Customer Forms that had leads us to a long-term collaboration. Since then, we had improved all their products – Dashboard, Agent intake forms, and marketing website. With new improved products XILO team raised $2m in seed round and started their product growth path.

Linear Form Submission Flow

Our product strategy for Forms based on the main insights we got from user and market research – getting a quote for insurance is not repeated very often. We decided to turn tedious insurance forms into a step-by-step flow that looks more like a conversation. This way, users will concentrate on one question at a time, and overall, these tasks will be much easier if we compare them to have all on one page.

Usability Testing

Right after our first iteration, we conducted a series of Usability testings for our new designs. We prepared hypotheses that we wanted to test, created testing scenarios, created hi-fi prototypes using Protopie (one for Desktop version and another for Mobile), recruited users who match our criteria, and conducted usability testing. It helped us discover few usability issues that we fixed right away. Only in one week, we managed to improve our designs and get feedback from real users before going to the development.

Design System

To make the platform brand consistent across three different products and marketing website, we created a design system that makes all designs compatible. Having this design language for XILO means that all future products and features are going to be consistent.

200+

Components

109

Illustration

8px

Grid System

Backoffice System To Create Forms, Workflows And Manage Sales

The main bottleneck for XILO growth was a manual setup for new clients. So remove it, we designed a brand new form builder and improved the dashboard that makes it easy to create a new intake form, setup workflow automation, or map data into CRM.

Marketing

We designed and developed marketing websites for XILO using Webflow. Also, we helped client design a pitch deck for seed round investments, and other marketing activities.

Results

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