One place to request insurance quotes, compare them side by side, share the comparison with your client, and follow the lead to a decision. This guide covers the everyday workflow and what each role — Agent, User and Super User — can do.
Enter your email on the sign-in page. We email you a 6-digit code; type it in and you're in. There are no passwords to remember or reset. What you see after signing in depends on your role, which an administrator sets for you.
Every quote follows the same five stages, whoever you are:
Submit a quote request (Motor, Travel, Home or Health). It's emailed to the quotation desk.
Insurers reply by email. Xenial pulls the mail and reads each quote automatically.
Open Compare v2, pick the client's quotes, review them side by side, add your comments.
Create a client link and send it by email or WhatsApp. The client picks an insurer.
The Insights board is your lead desk — assign a handler, log calls, mark Won or Lost.
Pick your role to see exactly what you do and what's on your menu.
You are an external agent. You bring your own clients, request quotes for them, and everything you see is scoped to your own clients only. You land on Insights when you sign in.
Request Quote → Motor / Travel / Home / Health. Fill the form (vehicle/trip/etc. + the client's name, email and mobile). Submitting emails it to the quotation desk and records it under your name.
Insurers reply and Xenial ingests each quote automatically. Your new quotes appear on Insights and Compare v2 — scoped to you.
Open Compare v2, select your client's quotes, and review them side by side — premium, cover, excess, towing, replacement car, and the recommended option. (Broker's Comments are shown to you but only staff can edit them.)
Create the client link and send it by email or WhatsApp. The client opens a clean page, sees the comparison, and can pick an insurer. Their email/mobile from the request are pre-filled for you.
On the Insights board the comparison becomes a lead — and because it's your client, you are automatically the handler. Log your calls/messages and mark it Won or Lost.
You are internal staff. You do the same day-to-day work as an agent, but across all clients — not just your own — and you can fully work the lead desk.
Request Quote for any customer, or handle requests that agents and the public submit. See them all under Requests and Customers.
Compare v2 — pick any customer's quotes, review side by side, and write the Broker's Comments that the client will see (agents can't edit these; you can).
On the comparison, flag Approved Repairer and Survey Report Required where they apply — these carry through to the client's page.
Send the comparison by email or WhatsApp. Xenial highlights the cheapest and a recommended option; the client selects an insurer on their page.
On the Insights board, Take a lead, log each communication with the step wizard (date, notes, outcome, callback), and mark it Won or Lost. Sending a comparison also makes you the handler automatically if no one owns it yet.
You are a super user. Everything a User can do, plus configuration and team management — you keep the quote pipeline running and assign work.
Request, compare, comment, share and work leads across all clients.
Control how insurer emails are pulled: turn Automatic pulling on and set the frequency, choose per-mailbox fetch mode (only-new vs from-a-date), the back-fill since date, and mark-as-read. Enable/disable each mailbox's scan. You can also Pull now on demand and watch the last/next run times.
Outgoing email (SMTP), WhatsApp, the AI provider that reads the quotes, recommendation rules, products and branding.
A matrix of every insurer you work with. Each row has: Enabled — show the insurer to guests and advertise it in the mobile app; Show logo — advertise the insurer's logo (turn this off when a logo is on file but the MOU with the insurer doesn't permit displaying it — the logo stays uploaded but the app won't show it); a column per product type (Motor / Health / Travel / Home) for what that insurer actually covers; and the logo upload. A guest only sees insurers that are Enabled and ticked for the product they're requesting — everything else is invisible. These same flags drive the insurer list on the staff request forms.
Add people and set their role (Agent / User / Super User). (Admin-role accounts are managed by an Administrator only.)
On any lead you can assign a handler — yourself or any User/Super User — not just take it. Agent-owned leads stay with their agent automatically.
Some insurers don't quote one premium — they quote a table of premiums, one per voluntary / own-damage excess level. For example:
Because there is no single premium, older extractions left the premium blank and sent the quote to the Review Queue (a premium is never guessed).
How it works now: the system automatically takes the lowest-excess option as the premium (the baseline for a fair comparison) and keeps the other options on record. If a premium is ever still blank, the quote goes to the Review Queue so a User/Super User can set it in one click. A premium is never shown as empty on a comparison sent to a client.