Cover image with screens of Xilo user interface

Quoting and sales
automation SaaS

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

XILO. San Diego, CA, USA

Web App Design
Design System
Usability Testing
Marketing Website Design
Webflow Development
Apr 2020

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.
Screen of Xilo UI
Mobile screen of Xilo formScreen of Xilo UI
Screen of Xilo dashboardXilo submit form
Xilo dashboard

Customer Forms

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.
Two mobile screens of Xilo UIMobile screen of Xilo UI
3 screens of Xilo mobile UI3 screens of Xilo modal windows UI

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.
Screen of Xilo UI and user feedbackScreen of Xilo UI and user feedback
Screen of Xilo UI and user feedback

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.






Grid System
Xilo design system components

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.
Xilo dashboard
Screen of Xilo UI
Screen of Xilo UI

Automation workflows

Our team designed a workflow builder to provide insurance agencies with the necessary tools for automating their operations, communications, and policy renewals. All from scratch with a power of iterations and prototyping.
Screen of Xilo UIScreen of Xilo UI

Agency performance and analytics

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.
Screen of Xilo UI
Screen of Xilo UI with graphsScreen of Xilo UI

Marketing website production

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


3 text labels:$6 million raised in seed round; 300+ corporate clients; Customers from 38 states.

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Awards and recognition
The Lovie Awards logo
x2 The Lovie Awards

x1 Best User Experience
x1 Financial Services & Banking

Red Dot logo
x4 Red Dot Awards

2022 – Interface Design;
2021 – Interface Design;
2020 – Corporate Design & Identity;
Brand Design & Identity

Clutch logo
TOP 5 UX agencies by Clutch

Excited is among the TOP 5 UX agencies globally

x8 CSS Design Awards

2021, 2020
x 2 Special Kudos;
x 2 Best UI Design;
x 2 Best UX Design;
x 2 Best Innovation

w3 logo
x2 w3 Awards

2022 - Best Product Redesign: Doctori;
Best Product Design: Count’d

Awwwwards logo
x2 Awwwards

2023 – The awwwards jury declared Verida Network website Honors in recognition.
2019 – The awwwards jury declared our website Honors in recognition.